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黄仁勋:AI 取代的是任务,不是你的工作

黄仁勋:AI 取代的是任务,不是你的工作

黄仁勋:AI 取代的是任务,不是你的工作

发布于 2026-10-15 · 时长 13:08

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时间英文中文
0:00In the next couple of years, we are going to achieve essentially what people call AGI.在接下来的几年里,我们将实现人们所称的AGI。
0:06In fact, I would argue that we're practically there today.事实上,我想说,我们今天几乎已经到了。
0:09Well, I've been a tech CEO longer than any CEO in the world.我做技术首席执行官的时间比世界上任何一个首席执行官都长
0:17The longest running tech CEO in the world.世界上运行时间最长的技术首席执行官.
0:20I've seen countless technology transitions in the last 40 years.近40年来,我目睹了无数的技术转型.
0:27And of course, this is the biggest technology platform shift in human history.当然,这是人类历史上最大的技术平台转变。
0:33And we're transforming how computing works and what it means.我们正在改变计算方式和意义。
0:39This is the first time in history that all of us have been using computer technology,这是我们有史以来第一次使用计算机技术,
0:44where you're not buying a device, but we're producing economic infrastructure.在那里你没有购买设备, 但我们正在生产经济基础设施。
0:50This is the big idea, economic infrastructure.这是伟大的想法, 经济基础设施。
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序号英文中文
1In the next couple of years, we are going to achieve essentially what people call AGI.在接下来的几年里,我们将实现人们所称的AGI。
2In fact, I would argue that we're practically there today.事实上,我想说,我们今天几乎已经到了。
3Well, I've been a tech CEO longer than any CEO in the world.我做技术首席执行官的时间比世界上任何一个首席执行官都长
4The longest running tech CEO in the world.世界上运行时间最长的技术首席执行官.
5I've seen countless technology transitions in the last 40 years.近40年来,我目睹了无数的技术转型.
6And of course, this is the biggest technology platform shift in human history.当然,这是人类历史上最大的技术平台转变。
7And we're transforming how computing works and what it means.我们正在改变计算方式和意义。
8This is the first time in history that all of us have been using computer technology,这是我们有史以来第一次使用计算机技术,
9where you're not buying a device, but we're producing economic infrastructure.在那里你没有购买设备, 但我们正在生产经济基础设施。
10This is the big idea, economic infrastructure.这是伟大的想法, 经济基础设施。
11So is your view that compute will produce revenue, will produce economic value for their countries?那么,你的看法是,计算将产生收入,为本国带来经济价值?
12And so they need, the world really needs to build data centers in order to harness that growth.因此,他们需要,世界真的需要 建立数据中心,以便利用这种增长。
13So can you talk a little bit about how compute produces economics?你能谈谈计算如何产生经济学吗?
14Yeah, this is the big, strange idea.是啊,这是一个大,奇怪的想法。
15The idea is called a token, and this token is a mathematical outcome of a lot of computation.这个想法被称为符号,这个符号是很多计算得出的数学结果.
16And this token represents intelligence.而这个标志代表了智慧.
17You take all of these tokens, these numbers, you reformulate them in such a way that it creates an image,你拿走所有这些符号,这些数字, 你重塑它们的方式,它创造了一个图像,
18writes a paragraph, answers questions, solves problems, creates new ideas.写一个段落,回答问题,解决问题,创建新的想法。
19These tokens are mathematically produced in these computers that we make.这些符号是用数学制作的 我们制作的电脑。
20And in a lot of the same ways, if you go back a hundred years, a couple hundred years,在很多相同的方式, 如果你去百年,几百年,
21the world discovered this new idea called energy, and you monetize it dollars per kilowatt hours.全世界都发现了这个叫做能源的新想法 你每千瓦时将美元货币化
22Today, it's dollars per million tokens.今天,每百万个纪念币是美元。
23It's the same idea.亦复如是观.
24It's kind of invisible, it's hard to understand, but it's incredibly valuable.这是一种无形的,它很难理解,但它是令人难以置信的价值。
25And it's no different than us recognizing that intelligence fundamentally has value.这和我们承认 智能本质上有价值没什么不同
26How do you put your arms around, how do you put your hands around intelligence, how do you measure it?如何把手臂绕着,如何把双手绕着智慧,如何测量?
27You know it when you see it, and it solves real problems, but it's intangible, it's kind of vaporous.当你看到它,它能解决真正的问题, 但它是无形的,它是一种蒸发。
28Intelligence is hard to, it's not atomic, it's conceptual.情报是很难的,不是原子的,而是概念性的.
29And which is the reason why artificial intelligence is rather difficult for many people to grasp.这就是为什么人工智能对许多人来说是相当困难的。
30But the moment you start using these AI applications, you recognize how incredibly valuable they are但当你开始使用这些AI应用程序的时候, 你意识到它们是多么的珍贵
31because they help you become more productive, they help workers become more capable,因为他们帮助你提高生产, 他们帮助工人提高能力,
32they help engineers become more capable.他们帮助工程师变得更有能力。
33For countries that have a large young population, they're going to accelerate your education.对于年轻人口众多的国家,要加快你们的教育.
34For countries that are developing your science and your technology capability, it's going to help elevate you very quickly.对于那些正在发展你的科技能力的国家来说, 这将帮助你迅速提升。
35This technology has democratized, just as energy production has democratized, of course, power for every country,这种技术已经民主化了, 就像能源生产已经民主化了, 当然,每个国家的权力,
36artificial intelligence will democratize intelligence and capabilities for the G20 countries.人工智能将使20国集团国家的情报和能力民主化。
37For the countries that invest in it, it'll help elevate your society, elevate your industry,对于投资它的国家,它会帮助提升你的社会,提升你的产业,
38much, much more quickly than you possibly could have imagined before.比你想象的要快得多
39And so in a lot of ways, this is the great equalizer.因此,在许多方面, 这是伟大的均衡器。
40You know, people, if you just take a step back and think about computer technology,各位,如果你们退一步 想想电脑技术,
41in the last 50 years, computers has been a tool for about 10, 20 million people.在过去50年里,计算机一直是大约1 000万2000万人的工具。
42And if you don't know how to, the only way to take advantage of this capability is to know how to program the computer, design the computer.如果你不知道怎么做, 利用这种能力的唯一方法 就是知道如何编程计算机,设计计算机。
43And so that's my career, designing computers and programming computers.这就是我的职业生涯, 设计计算机和编程计算机。
44It's really narrowly focused on 10, 20, 30 million people around the world.其范围非常狭窄,主要关注全球10,2,3000万人.
45For the first time, anybody in the world can program a computer.第一次,世界上任何人都可以编程一台计算机。
46You can program a computer using human language.你可以使用人类语言编程计算机.
47And so we've now democratized this computing technology that is so valuable to society, and we've elevated everyone.因此,我们现在已经实现了这个计算技术的民主化, 这个技术对社会如此宝贵, 我们已经提升了每个人。
48And this is one of the reasons why I really encourage everybody to engage artificial intelligence.这也是为什么我真正鼓励每个人 使用人工智能的原因之一。
49It bootstraps you, it elevates you, it enables you.它会拖住你, 它会提升你, 它会帮助你。
50You know, it's a great equalizer.你知道,这是一个伟大的均衡器。
51People are always interested on where the world is going.人们总是对世界走向感兴趣。
52If you were going to give us sort of your big picture view, where are we going?如果你要给我们一些大视野 我们要去哪里?
53What should we be thinking about that we don't always talk about?我们该怎么考虑我们不常谈的事?
54You know, you see everything, really.你知道,你看到了所有的东西,真的。
55All the companies in the world sort of come and visit with you and sort of tell you where they're going.世界上所有的公司都来拜访你 告诉你他们要去哪里
56How would you sort of give us a big picture of a set of ideas that we don't usually hear?你怎么给我们一个 我们通常不听的一套想法的大画面?
57Well, there's some things that we hear, and I'll juxtapose that against what I expect.好吧,有些事情,我们听到, 我会与我的预期相提并论。
58And so, for example, in the next couple of years, we are going to achieve essentially what people call AGI.因此,比如说,在接下来的几年里,我们将 实现人们所谓的AGI。
59And that's not an illogical thing to me.这对我来说不是不合逻辑的事
60In fact, I would argue that we're practically there today.事实上,我想说,我们今天几乎已经到了。
61And so the question is, what does that mean?所以问题是 这是什么意思?
62It either means a lot or it doesn't mean anything.要么意味着很多,要么没有意义。
63And so let me give you an example.让我举个例子给你。
64If we said that in the next couple of years, we're going to achieve artificial general intelligence,如果我们说在接下来的几年里, 我们将实现人工一般智能,
65and there's no question everybody's tasks, the things that we do,毫无疑问,每个人的任务, 我们做的事情,
66whether it's just learning or working or every single industry will be impacted.不管是学习还是工作 或每个行业都会受到影响
67It will benefit everybody.它将惠及所有人。
68However, the part that is not thought through is, in fact, the thought experiment.然而,没有经过思考的部分实际上是思想实验.
69Let me just give you a thought experiment.让我给你做个思考实验
70Suppose, and you know that several hundred years ago, humans, in order to have a more civil society,假设,你知道,几百年前,人类 为了有一个更文明的社会,
71manufactured one of the most important things in the world, which is called education, intelligence.制造了世界上最重要的东西之一 叫做教育、智力
72Through universities and schools, we manufacture intelligence and we manufacture civility at scale.通过大学和学校,我们制造情报,并大规模制造文明。
73Without it, how would we have civilization?没有它,我们怎么会有文明呢?
74And so now we're creating the digital version of that.现在我们正在创造这个数字版本。
75We're manufacturing now intelligence digitally at scale,我们现在在数字化制造情报
76so that even countries and people who don't have access to the highest levels of education甚至连没有机会接受最高水平教育的国家和人民
77now have the benefits of the highest levels of education.现在享受最高水平的教育。
78And so that's the simplest way of thinking about what is happening right now.所以,这是最简单的思考 正在发生的事情。
79So the question is, what's the benefit to society as a result of that?所以问题在于,这样对社会有什么好处?
80Well, let's pretend, let's do a thought experiment.好吧,让我们假装, 让我们做一个思考实验。
81Suppose every single young person that we hire out of school is incredibly well-educated.假设我们雇用的每一个年轻人 都受过非常良好的教育
82Well, that's pretty much consistent with everybody I hire.这跟我雇的每个人差不多
83They come out of Stanford or Harvard or MIT or ETH, and these are incredibly smart kids.他们来自斯坦福大学、哈佛大学、麻省理工学院或ETH, 他们都是非常聪明的孩子。
84However, when these kids come to our company and every company and every industry,然而,当这些孩子来到我们公司 和每一个公司和每一个行业,
85we now still have to invest quite a bit in surrounding them with context.现在,我们仍需要投入相当一部分时间,以背景为中心。
86So as it turns out, even when we get to AGI, it's not as if every company's problems are solved.因此,事实上,即使我们到了AGI,也不是每个公司的问题都解决了.
87It's not as if all of a sudden, in two years' time, I say,不是突然间 两年后 我说
88okay, let me connect it to this AI service, and I just sit back,好吧,让我把它连接到 AI服务,我只是坐下,
89and all of a sudden, my company becomes more and more productive overnight.突然间,我的公司一夜之间 越来越富有生产力
90That's just not going to happen at all.这根本不可能发生
91You're going to spend all of your energy, just like you currently do,你会像现在一样 全力以赴
92onboarding a new college grad with a PhD from MIT,考上了一个新的大学毕业 拥有麻省理工的博士学位
93which is surrounding them with context, purpose, relevance, access to all of these other things,环绕着它们的背景,目的,相关性, 获取所有这些其他东西,
94which is essentially, if you will, the harness around these AIs,基本上,如果你愿意的话,这些AI周围的绳子,
95the environment around these AIs, so that they could do productive work.环绕这些人工智能的环境,以便他们能够从事生产性工作。
96All of that harnessing, all of that environment creation is what companies do, is what leaders do.所有那些利用,所有的环境创造 都是公司的工作,领导者的工作。
97And as it turns out, our jobs won't change.结果我们的工作不会改变
98Our jobs is defined by purpose, context, meaning.我们的工作由宗旨,上下文,意义来定义.
99That's what a job is.这就是工作
100In that job, there's a lot of typing and talking and things like that.在那个工作里,有很多打字和说话之类的东西.
101Those skills are going to be automated by AI.这些技能将由AI自动化.
102The tasks are going to be automated, but our jobs' purpose remains.任务要自动化了 但我们的工作目的依旧
103And so I think what's going to happen is that we're all just going to be supercharged,所以,我想会发生什么 是,我们都只是 被超级充电,
104just like we're currently supercharged.就像我们目前被充电一样
105At NVIDIA, we use AI across the whole company today.在NVIDIA,我们今天在全公司使用AI.
106我们使用现成的人工智能,如Anthropix和OpenAI和Cursor,
107and we build a lot of our own custom AI, and I encourage everybody to apply the same idea.我鼓励大家采用同样的想法。
108You should use AI off-the-shelf wherever you can,你应该随时使用人工智能
109but don't forget, you have to invest in building your own intelligence, every country, every company.但不要忘记,你必须投资 建设你自己的智能, 每一个国家,每一个公司。
110You can't outsource all of your intelligence to somebody else.你不能把你所有的情报都外包给别人
111And so you have to use as much of it as you can, build as much as you need to.所以,你必须尽可能多地使用它, 建造你需要多少。
112And so we do that at the company, and so that's the first idea,所以我们在公司做, 所以这是第一个想法,
113is just that we're going to be supercharged.只是我们要被超额充电
114The idea that somehow all the jobs are going to be eliminated or removed, that's just nonsense.这个想法,不知何故所有的工作都要被取消或取消,那只是胡说八道.
115And the reason for that is because of all the things that I've just said.之所以如此,是因为我刚才所说的一切。
116Now, the other thing that is the case is that all of our ambitions are going to be supercharged,另一种情况是 我们所有的野心都会超额增长
117just as we are more ambitious today than any time in human civilization.正如我们今天比人类文明中任何时候都更雄心勃勃一样。
118We think about doing things that people 100 years ago were just,我们想做一些100年前人们所做的事
119that's insane, that's got to be science fiction.这太疯狂了 这一定是科幻小说
120And yet we perfectly expect it.然而,我们完全期望它。
121And so just imagine how ambitious we're going to be in 5, 10 years.所以想象一下我们在5年里会有多有野心。
122That's the exciting time.这是令人兴奋的时刻。
123I've been working a long time, and surely I don't have to work,我工作了很久,当然我不用工作,
124but I'm definitely not going to miss the next 10, 15 years.但我绝对不会错过 接下来的10,15年。
125The ambition of the industry, the ambition of my colleagues, my own ambition,行业的野心,我的同事们的野心,我自己的野心,
126has really been supercharged.已经真的超额收费。
127And this is another way of saying that all of you, all of the countries,这是另一种说法,你们所有人,所有国家,
128your ambitions have to be supercharged.你的野心必须超额增长
129This is the time when you have to feel enlightened, inspired, supercharged, lifted,这时候,你必须 感觉开明,启发,超充电,升起,
130because you now have this incredible technology behind you.因为你现在有 令人难以置信的技术在你身后。
131And so what do I expect in the next 5, 10 years?接下来的5年,10年我还能期待什么?
132Things that take 10 years are going to take one, things that take one will take a month.需要十年的时间 需要一个月的时间
133And so if you think that this is going to cost a million dollars to do,如果你认为这需要花费一百万美元
134well, back a long time ago, just years ago, a million dollars seems like a big investment.很久以前,就在几年前, 一百万美元似乎是一个大投资。
135But these days, just think about the level of investments we're talking about,但是现在,想想我们所说的投资水平,
136trillions of dollars of investment.万亿投资.
137And the reason for that is this.原因就是这个。
138It is now possible for average humans like ourselves现在像我们这样的普通人可以了
139to think that we can make an impact on a hundred trillion dollar industry.认为我们可以对100万亿美元工业产生影响。
140For the first time you're hearing people, isn't that right?你第一次听到别人的声音,不是吗?
141For the first time you're hearing innovators, people, companies, countries,这是你第一次听到创新者,人,公司,国家,
142talking about elevating a hundred trillion dollar industry.谈论提升100万亿美元产业。
143That's ambition.这就是野心。
144To think that you're going to add 20, 50 trillion dollars of economic benefit around the world.想着你会在全世界增加20,50万亿美元的经济效益.
145That's ambition.这就是野心。
146No time in history have we been able to say things like that.在历史上,我们没有时间说这种话。
147Because what you've said is that education has been democratized.因为你说过教育已经民主化了。
148It's made available for everybody.供一切众生.
149You now can have a PhD in everything at your fingertips.你现在可以用手指指点 获得所有东西的博士学位
150And you don't have to find that person because you've helped find them你不必找到那个人 因为你帮助找到了他们
151and sort of capture that education in a box.并在盒子里抓住教育
152You are that person now.你现在是那个人了
153Everybody is that person now.每个人都是那个人了。
154So I think our goal is to have that idea of growth, that ambition for growth.因此,我认为我们的目标是 拥有增长的理念, 增长的野心。
155And what you've done is you've laid us out that our dreams need to be higher.你所做的就是让我们认识到 我们的梦想需要更高
156Because they can be higher.因为他们可以更高。
157Because if you have all of this intelligence at your fingertips,因为如果你的手指有这些智慧
158how can you not dream higher?你怎么能不梦想更高?
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