【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CE
共 2 集
剧集目录
| 集 | 标题 | 时长 |
|---|---|---|
| P1 | 【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CE | 46:49 |
| P3 | 【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CE | 43:46 |
P1 · 【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CEO黄仁勋访谈:主题围绕末日骗局、超级智能已至以及人工智能的未来(特朗普总统意外连线) p01 英文版 (P1)

【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CEO黄仁勋访谈:主题围绕末日骗局、超级智能已至以及人工智能的未来(特朗普总统意外连线) p01 英文版 (P1)
发布于 2026-11-05 · 时长 46:49字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | Some people call it vision. | 有人称之为视觉. |
| 0:02 | Vision's an awfully big word to me because I believe, first of all, vision matters. | 视觉对我来说是一个非常大的词 因为我相信,首先,视觉很重要。 |
| 0:09 | We preempted the weekly show and there's only three people we preempt the show for. | 我们先发制人 每周的节目 只有三个人 我们先发制人 |
| 0:15 | President Trump, Jesus, and Jensen. | 川普总统、耶稣和詹森 |
| 0:18 | The number one podcast in the world. | 世界上的头号播客。 |
| 0:20 | That's Jensen Wong. | 那是黄詹森 |
| 0:21 | He's the founder, president, CEO of Nvidia. | 他是恩维迪亚的创始人,总裁,首席执行官. |
| 0:23 | Whether you know it or not, his decisions are shaping your future. | 无论你是否知道 他的决定决定了你的未来 |
| 0:26 | Nvidia is the most important stock in this market and Jensen is arguably the best executive in history. | Nvidia是这个市场上最重要的股票,而Jensen可以说是历史上最好的执行官. |
| 0:31 | Revenue exploded 97% year over year. | 97%的收入一年一度爆炸。 |
展开字幕全文(815 条)
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Some people call it vision. | 有人称之为视觉. |
| 2 | Vision's an awfully big word to me because I believe, first of all, vision matters. | 视觉对我来说是一个非常大的词 因为我相信,首先,视觉很重要。 |
| 3 | We preempted the weekly show and there's only three people we preempt the show for. | 我们先发制人 每周的节目 只有三个人 我们先发制人 |
| 4 | President Trump, Jesus, and Jensen. | 川普总统、耶稣和詹森 |
| 5 | The number one podcast in the world. | 世界上的头号播客。 |
| 6 | That's Jensen Wong. | 那是黄詹森 |
| 7 | He's the founder, president, CEO of Nvidia. | 他是恩维迪亚的创始人,总裁,首席执行官. |
| 8 | Whether you know it or not, his decisions are shaping your future. | 无论你是否知道 他的决定决定了你的未来 |
| 9 | Nvidia is the most important stock in this market and Jensen is arguably the best executive in history. | Nvidia是这个市场上最重要的股票,而Jensen可以说是历史上最好的执行官. |
| 10 | Revenue exploded 97% year over year. | 97%的收入一年一度爆炸。 |
| 11 | Not only is demand already strong, it's actually accelerating. | 不仅需求已经强劲,而且实际上正在加速。 |
| 12 | Nvidia is the only computing platform that is a full stack AI factory. | Nvidia是唯一的计算平台,是一个完整的堆栈AI工厂. |
| 13 | A GPU is like a time machine because it lets you see the future sooner. | GPU就像时光机,因为它让你更早地看到未来. |
| 14 | And if we could see the future and we can predict the future, then we have a better chance of making that future the best version of it. | 如果我们能看到未来,我们可以预测未来, 那么我们有更好的机会 使未来成为它的最佳版本。 |
| 15 | Please welcome Jensen Wong. | 请欢迎黄詹森 |
| 16 | Oh, we got a standing o on the way in. | 哦,我们得到了一个站 o在路上。 |
| 17 | Standing o on the way in. | 在路上站着 |
| 18 | That's our guy. | 这就是我们的人。 |
| 19 | Ladies and gentlemen, GPU Jesus. | 女士们,先生们,GPU耶稣。 |
| 20 | They love you. | 他们爱你。 |
| 21 | Thank you. | 谢谢 |
| 22 | I love you back. | 我爱你 |
| 23 | We like the number one podcast in the world. | 我们喜欢世界上的头号播客。 |
| 24 | In the world. | 于世间. |
| 25 | Wow. | 珃 |
| 26 | We like the new jacket. | 我们喜欢新外套 |
| 27 | Well, you know, I just I felt you guys needed some energy. | 嗯,你知道,我只是觉得 你们需要一些能量。 |
| 28 | Yes. | 对 |
| 29 | This is the I know we're talking about serious stuff here, but we need to talk about it with energy. | 这就是我知道的,我们谈论 严肃的东西在这里, 但我们需要谈论 用精力。 |
| 30 | Yes. | 对 |
| 31 | Let's let's start with this essay from this weekend. | 我们从这个周末开始说这篇文章吧 |
| 32 | Which one? | 哪一个? |
| 33 | Let's start with Dario's essay because of Hemingway involved. | 让我们从达里奥的散文开始,因为海明威参与其中. |
| 34 | Actually, did anybody run it through Pangram? | 其实,有没有人运行 通过Pangram? |
| 35 | I don't even know how much of it was AI helped, but that was a pretty incredible thing. | 我什至不知道它有多少 是AI帮助, 但这是一个相当不可思议的事情。 |
| 36 | And then I think what a lot of people were surprised by was the coalescing of the Frontier Labs around the essay itself. | 然后我想很多人都惊讶的是 边疆实验室把论文本身连在一起。 |
| 37 | Just Jensen, unpack what happened, how you read it, how you interpreted it. | Jensen 把发生的事整理一下 你怎么看的 是怎么解释的 |
| 38 | And then we'll get into some details that were inside of it, but maybe just the high level thoughts to kick it off. | 然后我们再深入了解一些 里面的细节, 但也许只是高层次的想法 来启动它。 |
| 39 | Well, first of all, there were a lot of stuff in there. | 首先 里面有很多东西 |
| 40 | Yeah. | 对 |
| 41 | And and the first there is a there's a part about about safety, which we have to take very seriously. | 首先有一个关于安全的部分, 我们必须认真对待。 |
| 42 | Safety is paramount. | 安全至关重要。 |
| 43 | Obviously, safety and leadership are not false. | 显然,安全和领导并不是虚假的。 |
| 44 | They're false choices. | 他们是错误的选择。 |
| 45 | You're you're able to innovate quickly. | 你能够快速创新. |
| 46 | You're able to execute quickly and and America is able to lead and to do it safely. | 你能够迅速执行,美国能够领导并安全地执行. |
| 47 | I think those are those are false choices, but safety is obviously important. | 我认为,这些都是错误的选择,但安全显然很重要。 |
| 48 | There's a matter of of internal control that I think he was speaking to. | 有个内部管制问题 我想他是在和他说话 |
| 49 | Obviously, the coxswain whistleblower is very serious matter. | 显然,科克斯瓦因吹哨人是一个非常严重的问题. |
| 50 | Whenever you have a whistleblower, you have to take it very seriously. | 每当有吹哨人的时候,都要认真对待. |
| 51 | I thought coxswain had great courage to put out put out what his concerns were. | 我以为Coxswain有极大的勇气 拿出他关心的是什么 |
| 52 | And even then there were some issues that were kind of conflated within that. | 即便如此,也有一些问题 被混为一谈。 |
| 53 | I think the whistleblowing is fine. | 我觉得吹口哨很好 |
| 54 | I think the the scientific prediction about the future is less fine because it's not grounded on science, obviously. | 我认为关于未来的科学预测并不那么精细,因为它显然不是基于科学的。 |
| 55 | And it was expressed by a scientist, but it was obviously not grounded on science. | 由一位科学家表达,但显然不是以科学为基础的。 |
| 56 | And so I take I take issue with that. | 所以我认为我不同意这一点。 |
| 57 | But obviously, the whistleblower part of it, you know, I think there's just a whole bunch of stuff pausing, pacing. | 但很明显,吹哨人的一部分, 你知道,我认为只是 一大堆的东西 穷困,步调。 |
| 58 | Those are all the voluntary things that they could do if they feel that their company is out of control. | 如果他们觉得公司失控,这些都是他们可以做的自愿的事。 |
| 59 | If coxswain saw something, you know, obviously we didn't we don't know what coxswain saw. | 如果Coxswain看到什么,你知道, 显然我们不知道什么 Coxswain看到。 |
| 60 | But if he saw that the company was out of control and maybe it's a transition from research to engineering. | 但如果他看到公司失控了 也许是从研究向工程的过渡 |
| 61 | As you know, these labs are research are transitioning from research to engineering, extraordinary talent, extraordinary engineering. | 如你所知,这些实验室的研究正在从研究向工程的过渡,非凡的人才,非凡的工程. |
| 62 | But obviously, engineering is different than research. | 但显然,工程学与研究不同. |
| 63 | Maybe that transition is clumsy. | 也许过渡很笨拙 |
| 64 | You know, I don't we don't know what what he saw. | 你知道,我不知道 他看到了什么。 |
| 65 | And ultimately, only he knows. | 最后,只有他知道这一点。 |
| 66 | But if there was a matter of lack of control, that's a different topic. | 但是,如果有一个问题 缺乏控制, 这是一个不同的话题。 |
| 67 | How should the government deal with it now? | 现在政府应该如何处理? |
| 68 | All of a sudden, regulation. | 忽然成规. |
| 69 | I mean, it just covers everything in one blog. | 我的意思是,它只是覆盖 所有在一个博客。 |
| 70 | Can you just help us sort of unpack? | 你能帮我们收拾行李吗? |
| 71 | We play we tried to play this game actually this week on the pot. | 我们本周在锅上玩这个游戏 |
| 72 | And it was difficult, which is how do you describe like, you know, my mom calls me and she's like, | 这很难,这就是你如何形容, 比如,你知道,我妈妈给我打电话,她喜欢, |
| 73 | What is this whole civilizational death thing? | 这个文明的死亡是什么? |
| 74 | I don't know how to explain it to her. | 我不知道该怎么跟她解释 |
| 75 | So when you have very smart people like that, quantize it and quantify it. | 所以当你有这么聪明的人的时候, 把它量化,量化。 |
| 76 | I think that's probably what's perturbing to some people. | 我想这也许令一些人感到不安。 |
| 77 | They're like, what does that mean? | 他们就像,这是什么意思? |
| 78 | Ten percent of extinction. | 灭度的百分之十. |
| 79 | Nobody knows how to explain that to the average person, how that's even possible. | 没人知道该怎么向普通人解释 这怎么可能 |
| 80 | Well, first of all, we shouldn't because it's made up. | 首先,我们不应该 因为它是编的。 |
| 81 | First of all, I think that we shouldn't because it's made up. | 首先,我认为我们不应该 因为它是编的。 |
| 82 | And these are these are well-educated. | 这些都是受过良好教育的。 |
| 83 | They're called researchers. | 他们被称为研究者. |
| 84 | Obviously, they're working a lab. | 显然,他们正在实验室工作。 |
| 85 | And so the confluence of these words and then and then and then the prediction is alarming and troubling. | 因此,这些词语的交汇,然后,然后,然后,然后,预测是令人震惊和令人不安的。 |
| 86 | And it shouldn't be done. | 而不应作. |
| 87 | It's it's it's irresponsible. | 这是不负责任的。 |
| 88 | Now, the fact of the matter is let's go back and look at the real facts. | 现在,事情的真相是,让我们回去看看真实的事实. |
| 89 | The facts are there was a prediction that in five years time, | 事实表明 五年后 |
| 90 | radiology will be completely taken over by artificial intelligence and there'll be no radiologists in the world. | 放射学将被人工智能完全接管,世界上将没有放射学家. |
| 91 | That has proven to be exactly the opposite. | 事实证明,情况恰恰相反。 |
| 92 | We need more radiologists than ever in the world. | 我们需要的放射学家比世界上任何时候都多。 |
| 93 | 然而,A.I. | |
| 94 | has taken over radiology completely, which is great, is automated scan reading, which is great. | 完全接管了放射学,这是伟大的, 是自动化扫描读取,这是伟大的。 |
| 95 | There was a prediction that within six to 12 months, wasn't it just last year? | 有人预测,在6到12个月内, 是不是只是去年? |
| 96 | Within six to 12 months, 90 percent of code would already be generated by A.I. | 在6到12个月内,90%的代码已经由人工智能生成. |
| 97 | That has turned out to be wrong. | 这证明是错误的。 |
| 98 | Within six to nine months, that was predicted last year. | 在6到9个月内,这是去年的预测。 |
| 99 | Fifty percent of entry jobs will be wiped out. | 50%的入职工作将被消灭. |
| 100 | That has proven to be wrong. | 这已证明是错误的。 |
| 101 | Let's see what else has proven to be wrong. | 让我们看看还有什么 证明是错的。 |
| 102 | I mean, all of these predictions have been wrong. | 我的意思是,所有这些预测都是错误的。 |
| 103 | And if you're a GPT-2 would be too unsafe to release that Lama 3 would be too unsafe to release one. | 如果你是GPT-2,那就太不安全了 不能释放3号喇嘛 也不能释放1号喇嘛 |
| 104 | Yeah, we've heard the half of white collar jobs would be gone next year. | 是的,我们听说 一半的白领工作 明年会消失。 |
| 105 | The jobs apocalypse. | 工作启示录。 |
| 106 | We have to take accountability. | 我们必须承担责任。 |
| 107 | We have to take account for all of the stupid predictions that were made. | 我们必须考虑所有愚蠢的预测。 |
| 108 | Somebody has somebody has to take and and so we ought to just keep track of all that. | 有人得带人来,所以我们只好追踪这一切 |
| 109 | And of course, people do. | 当然,人们会这样做。 |
| 110 | And remind us that those those predictions are inconsistent with ultimately America winning the A.I. | 提醒我们,这些预测 与最终美国赢得A. I. |
| 111 | race. | 种族。 |
| 112 | The short form for that is some people are saying, you know, they say trust the experts and they use the analog of covid, | 简而言之,有些人在说, 你知道,他们说相信专家, 他们使用类似covid, |
| 113 | which again started with people that were researchers, | 开始于研究者, |
| 114 | educated people that had an asymmetric awareness of the thing that the rest of us did not saying things that ultimately turned out. | 受过教育的人,对事物有不对称的认识, 即我们其他人没有说那些最终发现的事情。 |
| 115 | We find out in facts not to be true. | 我们发现事实并非如此。 |
| 116 | And so there's this war that's happening right now between the trust the experts movement and the you know, | 专家运动和你知道的 信任之间的战争正在发生 |
| 117 | well, let's just look at the actual history of these predictions and let's just think more methodically. | 让我们看看这些预测的实际历史, 让我们更有条理地思考。 |
| 118 | Where is this coming from? | 这是从哪里来的? |
| 119 | Because it's coming from inside the places that's actually making it. | 因为它来自真正制造它的地方 |
| 120 | What do you think is the psychological makeup or what is the real incentive? | 你认为什么是心理化妆 或者什么是真正的激励? |
| 121 | Maybe it's a business incentive. | 也许这是商业刺激 |
| 122 | Maybe it's a political incentive. | 可能是一种政治刺激. |
| 123 | Can you just maybe guess or how do you how do you think about what's why they're doing this? | 你能猜一下吗? 你怎么想他们为什么这么做? |
| 124 | Well, first of all, I got to tell you, these are some of the most consequential companies in history. | 首先,我得告诉你, 这些是历史上最有影响的公司。 |
| 125 | Extraordinary engineers, extraordinary researchers, really fantastic work. | 杰出的工程师,杰出的研究人员, 非常出色的工作。 |
| 126 | On the one hand, I work very closely with them as companies to companies. | 一方面,我作为公司对公司与它们密切合作。 |
| 127 | On the other hand, we have to have conversations like this in public. | 另一方面,我们必须在公众场合进行这样的对话. |
| 128 | And it's really unfortunate. | 这是非常不幸的。 |
| 129 | And I think that that these these companies really ought to be built the way that we used to build companies, which is in silence. | 我认为,这些公司真的应该像我们以前那样 建造公司,这是默默的。 |
| 130 | You know, and. | 你知道,还有... |
| 131 | So Jensen, you don't allow anybody in your organization to speak for the entire organization, especially when they're having like a bad weekend or they rage quit. | 所以Jensen 你不允许你的组织里的人 代表整个组织说话 尤其是当他们周末过得很糟 或者他们愤怒地退出的时候 |
| 132 | They're not allowed to tweet on your behalf and the organization's behalf. | 他们不允许代表你和组织的推特. |
| 133 | Because well, that's that's what they decided when they came to work for us. | 因为,好吧,这就是他们决定 当他们来为我们工作。 |
| 134 | And we told them these are this is the way you behave when you work in our company. | 我们告诉他们,这是你的行为 当你在我们公司工作。 |
| 135 | And if you would like, if you like the culture of our company, which, as you know, the Nvidia culture and the Nvidia employee base, incredibly happy. | 如果你愿意,如果你喜欢我们公司的文化, 你知道,Nvidia文化和Nvidia员工基地, 令人难以置信的快乐。 |
| 136 | Yeah, they like the fact that the company is consistent, that we're stable, that our core values are consistent with taking care of the families and creating the conditions by which they can do their life's work, that we do meaningful work. | 是啊,他们喜欢公司是一贯的,我们是稳定的, 我们的核心价值观是符合的 照顾家庭 和创造环境 他们可以做他们的工作, 我们做有意义的工作。 |
| 137 | We do it. | 我们做到这一点。 |
| 138 | We do it as quietly as we can. | 我们尽量悄悄地做 |
| 139 | And we contribute to everybody else's success, which we're very proud of. | 我们为其他人的成功做出贡献,我们为此感到自豪。 |
| 140 | And so those kind of core values people are attracted to. | 所以这些核心价值被人们所吸引。 |
| 141 | But when you come and work in our company, there are also some things that we don't appreciate that you do. | 但是当你来我们公司工作时, 也有一些事情我们不欣赏你做的。 |
| 142 | Like, for example, we don't welcome political discourse in our insider company. | 例如,我们不欢迎我们内部公司的政治言论。 |
| 143 | Take it home. | 带回家去 |
| 144 | You guys talk about politics outside the company. | 你们在公司外谈政治 |
| 145 | We we are the company is an apolitical company. | 我们是一家非政治公司 |
| 146 | You know, we're bipartisan. | 你知道,我们是两党的。 |
| 147 | We want America to succeed and and we want we want whatever government is in place. | 我们希望美国成功 我们希望我们想要任何政府 |
| 148 | We'll do everything in our power to help America succeed. | 我们将竭尽全力帮助美国成功. |
| 149 | And so so the discourse about about about race and religion and politics and all of that stuff. | 所以,关于种族和宗教,政治, 和所有的东西的论述。 |
| 150 | We tell people do it outside the company. | 我们告诉别人在公司外面做 |
| 151 | In terms of maybe A.I. | 也许从A. I. |
| 152 | regulation, then more narrowly, Satya was here this morning. | 更狭义的是 萨特雅今早来过这里 |
| 153 | And what he said is, you know, before we talk about regulation that could really stymie things, | 他说的,你知道, 在我们谈论 监管之前, 这可能会真正妨碍事物, |
| 154 | why don't we just get some basics right? | 我们为什么不只是得到一些基本的权利? |
| 155 | Why don't we get measurement right? | 为什么我们不把测量的正确? |
| 156 | Why don't we get standardization right? | 为什么我们不把标准化做对呢? |
| 157 | Right. | 对 |
| 158 | Where do you land on engineering? | 你在哪里降落的工程吗? |
| 159 | Right. | 对 |
| 160 | Get the engineering right. | 把工程弄对了 |
| 161 | Right. | 对 |
| 162 | Translate the research in a more predictable way so that we're not fear mongering. | 用更可预测的方式翻译研究 这样我们就不会害怕了 |
| 163 | Keep it inside until we're ready to expose it. | 保持里面,直到我们准备好曝光它。 |
| 164 | What do you think the right response is? | 你觉得正确的反应是什么? |
| 165 | You know, Demis had a proposal which was sort of this more FINRA like organization. | 你知道,德米斯有一个提议 有点像这个FINRA的组织。 |
| 166 | It's not clear what Daria wants this transnational mutated thing that has some sort of control. | 并不清楚Daria想要这跨国变异的东西 具有某种控制力 |
| 167 | Where do you land on this? | 你从哪里降落? |
| 168 | The sort of perspective of what what do we need right now? | 我们现在需要什么? |
| 169 | You know, regulation should solve actual problems. | 你知道,监管应该解决实际问题。 |
| 170 | And so the question is, what actual problems have we enjoyed? | 所以问题是,我们喜欢什么实际问题? |
| 171 | Right. | 对 |
| 172 | And and if you look at look at the actual problems, | 如果你看看实际的问题, |
| 173 | all of the actual problems so far have come from the labs. | 目前为止所有的实际问题都来自于实验室. |
| 174 | And the reason for that, the reason for that, and just in their defense, | 原因,原因, 并且只是为他们辩护, |
| 175 | the reason for that is because they have the most compute. | 原因是他们计算得最多。 |
| 176 | Right. | 对 |
| 177 | And the reason for that is because they're trying to solve the frontier problems. | 其原因是他们试图解决边界问题。 |
| 178 | And so in their defense and so it's sensible that that the labs, | 所以在他们的防守下 实验室是明智的 |
| 179 | the frontier labs will be where the most danger come from. | 边境实验室将是最危险的地方。 |
| 180 | It is unlikely that a high school student did something because they just simply won't have enough compute. | 高中生不可能做一些事情 因为他们只是没有足够计算。 |
| 181 | Right. | 对 |
| 182 | And so it's unlikely that a startup will be the reason because they won't have enough compute. | 因此,启动不太可能是因为他们的计算不足的原因。 |
| 183 | It's it's you know, in fact, you could look across the planet | 是因为你知道,事实上,你可以 环顾整个星球 |
| 184 | and everybody won't have enough compute with the exception of the frontier labs. | 除了边疆实验室之外,每个人都不会有足够的计算。 |
| 185 | And so so now the question is, if you look at what actually happened | 所以现在的问题是,如果你看看 到底发生了什么 |
| 186 | and they're doing pioneering work, it's really very hard. | 他们正在做开拓性的工作, 这真的很困难。 |
| 187 | They're transitioning from research to engineering. | 他们从研究向工程过渡. |
| 188 | I could imagine and they're they're they're they're obviously building | 我可以想象,他们是他们 他们显然在建造 |
| 189 | some of the most consequential technology and companies in the world. | 世界上一些影响最大的技术和公司。 |
| 190 | They're building their company. | 他们正在建立他们的公司。 |
| 191 | They're building their culture. | 他们正在建设自己的文化. |
| 192 | They're building the technology. | 他们正在建立技术。 |
| 193 | They're building engineering. | 他们在建筑工程 |
| 194 | They're building products all the same time. | 他们同时制造产品. |
| 195 | And so I can understand it's a little bit hair on fire. | 这样我才能明白 头发有点着火了 |
| 196 | But nonetheless, the four incidents from one lab, the one giant incident from the other lab, | 但尽管如此,一个实验室的四起事件, 一个巨大的事件,另一个实验室, |
| 197 | the first thing that you have to do is just root cause the problem from an engineering perspective. | 首先,你必须做的只是从工程的角度来 引起问题的根源。 |
| 198 | What happened? | 发生了什么事? |
| 199 | What could we have done differently? | 我们该怎么办? |
| 200 | And what are we going to implement and institutionalize, | 我们要执行什么并体制化, |
| 201 | whether it's technology or methods or processes, and make sure that we don't let it happen again? | 无论是技术还是方法还是过程, 确保我们不再让它发生? |
| 202 | Now, I would bet you money that in every single one of those cases | 现在,我敢打赌,你的钱 在所有这些情况下 |
| 203 | is within their control in the future to prevent it. | 将来他们可以控制它 |
| 204 | Because the alternative, if it's not in their control, and I'm sure that they are, | 因为另一种选择,如果这不是他们控制, 我相信他们是, |
| 205 | I'm sure I'm sure that I'm sure those four incidents won't happen again. | 我确信这四起事件不会再发生. |
| 206 | I'm sure they root cause that and fixed it. | 我敢肯定,他们的根源 原因和修复。 |
| 207 | I'm sure they have now technology, much better technology for, you know, | 我敢肯定,他们现在有技术, 更好的技术,你知道, |
| 208 | sandboxes and runtimes and monitors and continuous in continuous monitors. | 沙盒 运行时间 监视器 连续监视器 |
| 209 | And, you know, and so I'm certain they have much, much better technology now. | 而且,你知道, 所以我确定他们现在有更好的技术。 |
| 210 | The alternative is also unlikely, which is for them to say, | 另一种选择也不太可能,他们说: |
| 211 | look, we had these incidents after we're done analyzing it. | 听着 我们分析完后就发生了这些事故 |
| 212 | We came to the conclusion we don't know anything that happened and we have no idea how to control it. | 我们得出的结论是,我们不知道发生了什么 我们不知道如何控制它。 |
| 213 | And we're asking society for help. | 我们向社会求助 |
| 214 | Yeah. | 对 |
| 215 | Now, if that's the case, then we ought to, you know, a bunch of a bunch of companies with engineers ought to send engineers in. | 如果是这样,那么我们应该,你知道, 一群有工程师的公司 应该派工程师进来。 |
| 216 | I mean, and we should advise them if we can. | 我的意思是,我们应该建议他们 如果我们可以。 |
| 217 | But I doubt it. | 但我怀疑这一点。 |
| 218 | I think they they have extraordinary people that got this handle. | 我认为他们有非凡的人 有这个把手。 |
| 219 | But we're not operating in a vacuum. | 但我们不是在真空中行动 |
| 220 | David, last night you informed me that there is a Chinese lab, | 大卫,昨晚你告诉我有个中国实验室 |
| 221 | the makers of GLM, who are going to put three billion towards a recursive self-improvement run. | 将投入30亿 进行递归自我改进 |
| 222 | So maybe you could tee that up for Jim. | 所以,也许你可以把它给吉姆。 |
| 223 | Well, that's what was announced. | 嗯,这是宣布的。 |
| 224 | Zipoo.com, the founder, just raised five billion and said that one of their priorities is going to be trying to get to recursive, you know, | Zipoo.com,创始人,刚筹到了50亿,并说他们的首要任务之一,是努力进行递归,你知道, |
| 225 | AI that trains the next day and to try and automate as much of that as possible. | 第二天训练的人工智能 尽可能地实现自动化 |
| 226 | Yeah, I think that. | 是的,我想是这样。 |
| 227 | Well, this is the new sexy phrase. | 嗯,这是新的性感短语。 |
| 228 | But as you guys know, RSI is a combination of a system of ideas. | 但你们知道 RSI是思想体系的组合 |
| 229 | It's it starts everything with in context stuff. | 它从背景开始 |
| 230 | It starts with skills. | 以技能为始. |
| 231 | It starts with reflection. | 它从反射开始。 |
| 232 | It starts with, you know, reinforcement learning and synthetic data generation. | 它从强化学习和合成数据生成开始。 |
| 233 | And these are all very sensible ideas that causes AI to get better at solving a problem, you know, over time. | 这些都是非常明智的想法, 使得AI能够更好地解决一个问题, 你知道,随着时间的推移。 |
| 234 | And you could also have low rank and all of that stuff doesn't include the weights. | 而且你也可以有低级别 所有的东西都不包括重量。 |
| 235 | You could actually improve the weights. | 你可以提高体重 |
| 236 | And it's called Laura. | 而名为劳拉. |
| 237 | Laura could be could be improved and synthetic data generation, reinforcement learning, enhance it without training the base model itself. | 劳拉可以改进和合成数据生成,强化学习,在不培训基模型本身的情况下增强. |
| 238 | And then over time, you could train the base model again with all of that experience. | 随着时间的推移,你可以再用所有的经验训练基地模型。 |
| 239 | And so I think I think it's a sensible thing that that you're going to use the technology to enhance productivity of all kinds of tasks, including building AI. | 所以我想,我认为这是一件明智的事情, 你要利用这个技术来提高各种任务的生产率, 包括建立AI。 |
| 240 | I think that's a very logical idea. | 我认为这是一个非常合乎逻辑的想法。 |
| 241 | And I'm certain that everybody is using it in some degree. | 我敢肯定,每个人都在使用它 在某种程度上。 |
| 242 | It's just this phrase is now being used to weaponize the technology in some way and maybe to turn as if it's going to spiral out of control is the impression they're trying to give. | 只是这个短语现在被用来 以某种方式将技术武器化, 并且也许可以让它变得像 螺旋形的失控一样, 他们试图给予的印象。 |
| 243 | But you don't believe that. | 但你不相信这一点。 |
| 244 | No, no, of course not. | 不,不,当然不是。 |
| 245 | And the reason for that is because you could RSI all day long inside your company. | 原因就在于你可以整天在公司里做RSI |
| 246 | But when you release a product, you've got to evaluate it, don't you? | 但是,当你发布一个产品, 你必须评估它,不是吗? |
| 247 | You have to test it again, don't you? | 你得再试一次,不是吗? |
| 248 | You have to make sure that there's no regression. | 你必须确保没有倒退。 |
| 249 | Right. | 对 |
| 250 | And so the basic process of control, these labs are going to as they move from labs to engineering, they will have much, much better control. | 所以控制的基本过程, 这些实验室在从实验室转移到工程的时候, 将会有更好的控制。 |
| 251 | Right. | 对 |
| 252 | And when they have much better control, control comes from methods and knowledge and practice and tools and technology. | 当它们有更好的控制时,控制来自方法、知识和实践以及工具和技术。 |
| 253 | All of those things that lead to better control, verification and evals. | 所有这些导致更好的控制、核查和测试。 |
| 254 | It's going to enable RSI to be done inside the company and for good products to be released outside the open source for a second. | 这将使RSI能在公司内部完成,并且让好产品在开源之外发布一秒钟. |
| 255 | I mean, this hugging face week we were communicating about this and I said it's going to be one of the most consequential acquisitions. | 我的意思是,这个拥抱的面部周,我们正在沟通 关于这一点,我说这将是一个 最重要的收购。 |
| 256 | I don't even want to call it a transaction because I think it's more important than that. | 我甚至不想把它称为交易,因为我认为它比那更重要. |
| 257 | Give us your first principles explanation of open source versus closed source versus open weights and how the ecosystem should fit together over time. | 给我们第一个原则 解释开源与闭源 和开源权重 以及生态系统应如何融合 随着时间的推移。 |
| 258 | The world needs both closed models and open models. | 世界既需要封闭模型,也需要开放模型. |
| 259 | You want you want to use I use as much closed models as I can this weekend. | 你想用我这个周末 尽可能多的封闭模型 |
| 260 | I use four of them and and they work terrifically. | 我用其中的4个,它们的工作非常出色。 |
| 261 | They're frontier. | 它们是边疆. |
| 262 | They're great experience. | 他们是伟大的经验。 |
| 263 | They write. | 他们写作。 |
| 264 | They work incredibly well. | 他们的工作非常出色。 |
| 265 | They're getting better all the time. | 他们越来越好。 |
| 266 | And and the way I think about closed closed closed models is kind of like bottled water. | 我对封闭式封闭模型的看法 有点像瓶装水 |
| 267 | You know, water is free. | 你知道,水是免费的。 |
| 268 | You guys, I don't know if I've told you guys, but water is free. | 你们,我不知道我有没有告诉你们, 但水是免费的。 |
| 269 | I don't want to burst everybody's bubble, but water is free. | 我不想打破每个人的气泡,但水是免费的。 |
| 270 | And this morning I used a lot of free water taking a shower. | 今早我用了很多免费水洗澡 |
| 271 | And so you use the right water in the right places. | 所以用正确的水 在正确的地方。 |
| 272 | And this is no different than electricity. | 这和电力没什么不同 |
| 273 | This is, you know, this is no different than all kinds of commodities that we use in the world. | 这是,你知道, 这是没有什么不同 我们使用的各种商品 在世界上。 |
| 274 | You need both. | 两者都需要 |
| 275 | Now, in the case of open, the reason why you need it is because it could be for sovereignty reasons, privacy reasons, proprietary technology reasons. | 现在,在开放的情况下,你之所以需要它,是因为可能是出于主权,隐私,专有技术等原因. |
| 276 | Look at the facts. | 看看事实 |
| 277 | The facts are in the last six months, four hundred billion dollars of venture funding went into a native companies. | 事实就是过去六个月 4千亿美元的风险投资投向了一家本土公司 |
| 278 | Eighty percent of them use open models. | 其中80%使用开放式模型. |
| 279 | If not for open models, how could they build their dream? | 如果没有公开的模型,他们怎么能建立自己的梦想呢? |
| 280 | Right. | 对 |
| 281 | Because their dream could be different. | 因为他们的梦想可能不同 |
| 282 | Obviously, you'll be different than the labs, the frontier labs dreams. | 显然,你和实验室不同, 前沿实验室梦想。 |
| 283 | And there's America has so many different ways to innovate. | 美国有很多不同的创新方式 |
| 284 | That's one of our core strengths. | 这是我们的核心优势之一。 |
| 285 | Great ideas just coming out of the fountains. | 喷泉里涌出一些好主意 |
| 286 | And so open models enables that open models enables every single if we want to win the race, it's not about a few technology companies winning the race. | 因此,开放模型可以使开放模型能够使每一个单曲都能够赢得比赛, 如果我们想赢得比赛的话, 并不是几个技术公司能赢得比赛。 |
| 287 | It's about every company in America, every company, every industry, every researcher, every teacher, every student, every startup, everybody wins. | 这是关于美国每一个公司,每一个公司,每一个行业,每一个研究者,每一个老师,每一个学生,每一个起步,每个人都会赢. |
| 288 | Some of them will use close models. | 其中一些会使用近距离模型. |
| 289 | A lot of them will use open models. | 很多人会使用开放式模型. |
| 290 | There's 10 million. | 有一千万亿. |
| 291 | Let me just ask, does it matter if the model, the open models come from China or the US? | 让我问问,如果模型,开放模型来自中国还是美国,这有什么关系? |
| 292 | Well, we're doing everything we can to make a contribution in open models. | 我们正在竭尽所能 在开放模式中做出贡献。 |
| 293 | However, the moment you download life, for example, probably the vast majority of the world's contribution to open source today is coming from China. | 然而,你下载生命的那一刻, 比如说,今天世界上绝大部分对开放源代码的贡献可能来自中国。 |
| 294 | They just have a lot more engineers. | 他们只是有更多的工程师。 |
| 295 | They produce everything in large scale because it's a larger country. | 他们大规模生产一切,因为它是一个更大的国家. |
| 296 | And so they produce science and math students in volume. | 因此,他们产生了 科学和数学学生的数量。 |
| 297 | Right. | 对 |
| 298 | That's one of our disadvantages. | 这是我们的缺点之一。 |
| 299 | They're manufacturing them through amazing universities like Tsinghua University in high volume. | 他们通过清华大学等惊人的大学大量制造. |
| 300 | Well, they contribute open source today. | 嗯,他们贡献了开放源码今天。 |
| 301 | 我们下载Linux。 | |
| 302 | 我们下载Kubernetes。 | |
| 303 | We download all the software. | 我们下载所有软件。 |
| 304 | A lot of it has been touched by Chinese. | 不少被中国人感动. |
| 305 | And once you download it, it's yours. | 一旦你下载它,它是你的。 |
| 306 | We fork it. | 我们用叉子 |
| 307 | We improve it. | 我们改进它。 |
| 308 | We make it ours. | 我们做我们的。 |
| 309 | And so we when you download one of these Chinese models, it just happens to be made by some really great researchers in China. | 所以当你下载其中一种中国模型时, 它恰好是由中国一些优秀的研究人员制作的。 |
| 310 | But it's now yours. | 但现在是你的了 |
| 311 | Whatever you want to do with it. | 随其所欲. |
| 312 | So what exactly is the race? | 比赛到底是什么? |
| 313 | The race? | 比赛? |
| 314 | Yeah, I think that's that's a really good point. | 是啊,我觉得这是个很好的观点。 |
| 315 | My point is the race is really about who exploits the technology best. | 我想说的是 这场比赛真正涉及谁最能利用技术 |
| 316 | You know, the last Industrial Revolution, all of the inventors were Maxwell, Volta, Ampere. | 上次工业革命,所有发明家都是马克斯韦尔,沃尔塔,安佩尔. |
| 317 | None of them were American. | 没有一个是美国人。 |
| 318 | They were right. | 他们是对的。 |
| 319 | The last Industrial Revolution came from Europe, but we exploited it. | 上一次工业革命来自欧洲,但我们利用了它。 |
| 320 | We took advantage of it socially better than anybody else in the world. | 我们利用它的社会优势 比世界上任何人。 |
| 321 | And look how it turned out for us. | 看看结果如何 |
| 322 | I want to make sure that this next generation happens just like this. | 我想确保这下一代 就是这样发生的。 |
| 323 | So why are the communists getting their message out so successfully here right now? | 那么,为什么共产主义者 得到他们的信息 如此成功在这里现在? |
| 324 | You know, I think, first of all, the narrative is much more practical. | 你知道,我认为,首先, 叙述更实用。 |
| 325 | The narrative is much more practical. | 叙事更为实用. |
| 326 | Nobody's in China is saying that there's end of this and end of that and, you know, cataclysmic this and, you know, do more that do more that. | 在中国没有人会说, 这件事有结束,还有结束,你知道, 催化这个,你知道,做更多的,做更多的。 |
| 327 | They're much more pragmatic about it. | 他们对此更加务实. |
| 328 | They see AI as a technology that's going to advance their economy, advance society. | 他们将AI视为将推进经济,推进社会的技术. |
| 329 | And they don't have these these groups who are basically saying it's going to end civilization. | 他们没有这些团体 基本上说文明会结束。 |
| 330 | And we're making it up. | 我们正在编造它。 |
| 331 | The part that is frustrating is if it was true, if it was true, then we ought to talk about it and go do something about it. | 令人沮丧的是,如果这是真的,如果这是真的,那么我们应当谈论一下,去做点什么。 |
| 332 | Right. | 对 |
| 333 | Even even if it's true, we ought to spend more time doing something about it than worrying a bunch of people who can't do anything about it. | 即使是真的,我们还是应该花更多的时间 做一些事情,而不是担心一群人 谁不能做任何事情。 |
| 334 | It's our job to build it right. | 我们的工作就是把它建好 |
| 335 | Has there ever been a point in history where so many people have so vehemently said something that is so untrue? | 历史上曾有过如此众多的人如此强烈地说出如此不真实的话吗? |
| 336 | And they're measurably they're they're actually demonstrably untrue. | 并且它们几乎是真实的。 |
| 337 | And it actually makes sense is untrue. | 事实上,这是不正确的。 |
| 338 | It's not based on science is not based on research. | 不以科学为本不以研究为本. |
| 339 | Everything that's based on science and research proves otherwise. | 以科学和研究为基础的一切,都证明并非如此. |
| 340 | The fear of the frontier. | 边疆之惧. |
| 341 | Humans have never been there. | 人类从来没有去过那里。 |
| 342 | We've never seen it. | 我们从来没有见过它。 |
| 343 | Therefore, we're scared of it. | 因此,我们害怕它。 |
| 344 | And therefore, it's easy to tell everyone. | 因此,很容易告诉大家。 |
| 345 | And I think it could be life experience as well, David. | 我认为这也可能是生活经验,大卫。 |
| 346 | So let me give you an example. | 让我举个例子。 |
| 347 | When I first graduated from school, I was an engineer and I didn't do that much typing. | 当我刚从学校毕业的时候,我是一个工程师,我没有做那么多打字。 |
| 348 | And the reason for that is because I was the first generation before software software became popular. | 之所以如此,是因为我是软件流行前的第一代。 |
| 349 | We had to go build the computers that make software possible. | 我们不得不去建造计算机 使软件成为可能。 |
| 350 | Could you imagine in this generation, every single engineer who came into the world of engineering, you spend all your time typing. | 你能想象这代人 每一个进入工程世界的工程师 你都会花时间打字 |
| 351 | Literally, that's what you do when you get a job. | 从字面上讲,你得到一份工作就是这么做的. |
| 352 | They give you a laptop. | 他们给你一台笔记本电脑。 |
| 353 | They give you a chair and you start typing. | 他们给你一把椅子 你就开始打字 |
| 354 | You type all day long. | 你打字一整天。 |
| 355 | You type from the moment you wake up to the month. | 你从醒来到那个月打字 |
| 356 | Well, there was engineering before typing. | 嗯,有工程 在打字之前。 |
| 357 | And so so can you imagine that the world has a mountain of engineering work to do where most of it is not typing anymore? | 你能想象世界有一大堆工程工作 来做大部分不再打字的事吗? |
| 358 | Sure. | 当然 |
| 359 | We were we had busy engineers before typing. | 我们在打字前 有很多工程师 |
| 360 | I think we're going to do a lot of great engineering after typing. | 我想我们在打字后 会做很多伟大的工程 |
| 361 | Yeah. | 对 |
| 362 | When I say typing, I mean coding. | 我说打字时,是指编码. |
| 363 | I mean, and so even at Nvidia, when software engineers talk to me, I tell them you're just typing. | 我的意思是,所以即使在Nvidia, 当软件工程师跟我说话, 我告诉他们你只是打字。 |
| 364 | I've been saying that forever, but obviously for fun. | 我一直这么说 但显然是为了好玩 |
| 365 | And I tell them my favorite key is backspace. | 我告诉他们我最喜欢的钥匙是后太空 |
| 366 | And and the reason for that is because the best software is the smallest software. | 之所以如此,是因为最好的软件是最小的软件。 |
| 367 | Yeah. | 对 |
| 368 | I want you to use backspace. | 我要你用回旋空间 |
| 369 | Let's actually talk about Nvidia. | 我们来谈谈恩维迪亚 |
| 370 | 让我们把Nvidia拆掉 | |
| 371 | So teardown meaning just explain the pieces because there's a lot of strategy at play. | 拆掉的意思只是解释这些片段,因为有很多策略在玩. |
| 372 | Let's start at the absolute bottom. | 从绝对的底部开始 |
| 373 | So, oh, no, this is not planned, but we know who it is. | 所以,哦,不,这不是计划, 但我们知道是谁。 |
| 374 | Oh, no, no, Mr. President. | 哦,不,不,总统先生。 |
| 375 | Oh, yes, sir. | 哦,是的,长官 |
| 376 | I got to tell you something. | 我得告诉你一件事。 |
| 377 | I if it wasn't because of you calling, I would I'm on stage with the besties. | 如果不是因为你打来电话 我就会和最佳女配角一起上台 |
| 378 | I'm on stage with the besties. | 我在舞台上与最爱。 |
| 379 | I'm on stage with sex. | 我在舞台上做爱。 |
| 380 | Yeah. | 对 |
| 381 | You know, the whole group. | 你知道,整个团体。 |
| 382 | Yeah. | 对 |
| 383 | Jason's here. | 杰森来了 |
| 384 | Chamath's here. | 查玛斯来了 |
| 385 | David, David is here. | 大卫,大卫来了 |
| 386 | Yeah. | 对 |
| 387 | I'm sitting in front of a few thousand people and we're talking as it turns out, we were | 我坐在几千人面前, 我们说话的时候,结果,我们是 |
| 388 | talking about you. | 谈论你。 |
| 389 | Good job, sir. | 干得漂亮 长官 |
| 390 | Good job. | 干得不错 |
| 391 | The fact that you saw through all of that, I mean, there's a lot of complexity and the | 你从中看到的事实, 我的意思是,有很多 复杂和 |
| 392 | fact that a matter you saw through all of that. | 事实上,一个事情 你看到了所有这一切。 |
| 393 | And we're all just really grateful. | 我们都非常感激 |
| 394 | Tell him I said hi. | 告诉他我打过招呼 |
| 395 | Do you want to say hi to the crowd? | 你想跟观众打个招呼吗? |
| 396 | Jason would like Jason would like to put you on the even Jason speaker mode. | 杰森希望杰森能让你进入连杰森的演讲模式 |
| 397 | How do we put how do we put on POTUS and put them on speaker speaker? | 我们如何使用总统制和扬声器? |
| 398 | Yeah. | 对 |
| 399 | Right into the microphone. | 右进入麦克风。 |
| 400 | Hang on a second. | 等一会 |
| 401 | Hold on, sir. | 等一下,长官 |
| 402 | We're getting a microphone. | 我们得到一个麦克风。 |
| 403 | Mr. President, you're now talking to the planet. | 总统先生 你现在在和地球说话 |
| 404 | The great thing about life is that Jensen can develop the most complex computer chip in | 生命的伟大之处在于 Jensen 可以开发最复杂的电脑芯片 |
| 405 | the world that nobody can copy for 10 years, but he can't figure out how to put me on speaker. | 10年来没有人能复制的世界 但他无法想出怎么让我说话 |
| 406 | It's almost as conspiracy and the happiest group is China and China is very happy. | 这几乎是阴谋,最幸福的团体是中国和中国都非常幸福. |
| 407 | And I could even say in the country, a lot of states are happy that weren't going to | 我甚至可以说,在这个国家, 很多州是快乐的,没有打算 |
| 408 | get anything because they're being inundated by people that want to be there. | 得到任何东西,因为他们被 淹没的人 谁想在那里。 |
| 409 | But now all of a sudden you see they're building in Finland. | 但现在你突然看到他们在芬兰建造。 |
| 410 | They want to build one. | 他们想要建造一个。 |
| 411 | Google wants to build a big one in Finland, which I'm not happy about because they weren't | Google想在芬兰建造一个大型的, 我对此不满意,因为他们不是 |
| 412 | able to get permitting. | 可以得到许可。 |
| 413 | And I'm telling you, it's all a hoax. | 我告诉你,这都是个骗局。 |
| 414 | The data centers are great and they make people wealthy and they make states wealthy. | 数据中心很棒,让人们富裕,让国家富裕。 |
| 415 | And it's the oil of the next 20, 25 years is bigger than the Internet. | 而这是未来20,25年的石油比互联网还要大. |
| 416 | And the AI, you know, much more so. | 还有人工智能,你知道的, 更是这样。 |
| 417 | And they're just playing right into the hands of a lot of people that don't want to see | 他们只是把戏 给很多人 不想看到 |
| 418 | it happen. | 它发生。 |
| 419 | And that could be political people. | 这可能是政治人物。 |
| 420 | It could also be China. | 也可能是中国。 |
| 421 | And we're not going to let that happen. | 我们不会让这种事发生的 |
| 422 | It's a it's a hoax. | 谓其恶业. |
| 423 | And you're right. | 你说得对 |
| 424 | We're not going to let that happen, sir. | 我们不会让这发生,先生。 |
| 425 | No, we're not going to let it happen. | 不,我们不会让它发生的。 |
| 426 | Robots are not going to be taking over the world. | 机器人不会占领世界的 |
| 427 | And that's not going to happen. | 然则不可得也. |
| 428 | You know, my uncle was a the top, probably maybe the best of all time, frankly. | 你知道,我叔叔是一个顶级, 也许最好的时间,坦率地说。 |
| 429 | But professors at MIT for forty one, forty two years and known as being one of the most | 但是麻省理工学院的教授 已经四十一年四十两年了 被称为最优秀的 |
| 430 | brilliant men. | 聪明的人。 |
| 431 | And he was he was there for forty one years as the top. | 他在那里呆了四十一年,作为顶级。 |
| 432 | He was like at the top, top of the ladder, top of did many things. | 他像在顶端, 梯子顶端, 顶端做了很多事情。 |
| 433 | Jensen knows all about it, but did many things. | Jensen知道这一切 但做了很多事情 |
| 434 | So I have a little genetic, a little genetic strength, if you believe in the race. | 所以我有一点遗传力,一点遗传力,如果你相信种族的话。 |
| 435 | I have genetics. | 我有遗传学 |
| 436 | That explains why you know so much about A.I. | 所以你才这么了解人工智能 |
| 437 | Well, I know about A.I. | 嗯,我知道关于A. I. |
| 438 | I know I also have common sense about A.I. | 我知道我对人工智能也有常识 |
| 439 | The robots will not be taken over. | 机器人不会被接管的 |
| 440 | The A.I. | 人工智能(A. I. |
| 441 | will not be taken over. | 将不会被接管。 |
| 442 | The rest of the world, the whole thing is a hoax. | 世间之人,俱为作弊. |
| 443 | Now, with that, we have to be a little bit careful. | 现在,这样的话,我们必须小心一点。 |
| 444 | We have to very be, you know, we have to do things and we have to do them prudently. | 我们必须非常,你知道,我们必须做一些事情,我们必须谨慎地去做。 |
| 445 | But that doesn't mean we're going to stop an industry because, you know, as we work on the next | 但这并不意味着我们要阻止一个行业 因为,你知道,当我们工作 在下一个 |
| 446 | ten years about how to destroy it. | 10年关于如何摧毁它。 |
| 447 | So I'm with you all the way. | 故与诸人俱. |
| 448 | I didn't even know how you felt about it. | 我甚至不知道你对这件事的感受 |
| 449 | I assumed you felt the same way as me. | 我猜你跟我的感觉一样 |
| 450 | Yes. | 对 |
| 451 | And we're going to lead. | 而将领之. |
| 452 | And I have an expression. | 我有话要说 |
| 453 | It's whoever wins, A.I. | 谁赢谁赢,A. I. |
| 454 | wins. | 赢了。 |
| 455 | That's how big it is. | 何等为大. |
| 456 | It's bigger than the Internet. | 比互联网还大. |
| 457 | And whoever wins, A.I. | 不管谁赢了 A. I. |
| 458 | wins. | 赢了。 |
| 459 | And we can't let this kind of stuff happen. | 我们不能让这种事发生 |
| 460 | And that includes very much includes data centers. | 这包括很多数据中心。 |
| 461 | There are communities that we're dying that have data centers right now. | 有一些社区,我们濒临死亡 现在有数据中心。 |
| 462 | And now they're wealthy communities, really wealthy communities. | 现在,他们是富裕的社区, 非常富裕的社区。 |
| 463 | We're going to make sure that we're going to make sure that everybody we're going to make sure that everybody | 令一切众生. |
| 464 | 赢得A. I. | |
| 465 | race in America, every industry, every company, every state, every people. | 美国的种族,每一个行业,每一个公司,每一个州,每一个民族. |
| 466 | Good. | 不错 |
| 467 | Well, I feel strongly about it. | 嗯,我强烈地感到这一点。 |
| 468 | And I have the position that can do something about it. | 我的立场是能够有所作为的。 |
| 469 | We're not going to let that stuff happen. | 我们不会让这种事发生的 |
| 470 | So I have no idea who's at the meeting. | 所以我不知道是谁在开会 |
| 471 | I have no idea who the hell I'm talking to. | 我不知道我在跟谁说话 |
| 472 | But did you hear that? | 你听到了吗? |
| 473 | Did you hear that? | 你听到了吗? |
| 474 | Thousands of people are clapping for you. | 成千上万的人为你鼓掌。 |
| 475 | But he's done an amazing job. | 但是他做了一个惊人的工作。 |
| 476 | And David has done an amazing job. | 大卫做了一个惊人的工作。 |
| 477 | And good luck to everybody. | 祝大家好运 |
| 478 | And we're going to stay with the future. | 则与未来相续. |
| 479 | The country has never done better. | 国家从未如此出色。 |
| 480 | We have 20 trillion dollars of investment coming into the country. | 我国有20万亿投资进入我国. |
| 481 | And that's as opposed to much less than one trillion under Sleepy Joe Biden. | 这和睡梦乔·拜登下不到一万亿的情况相对. |
| 482 | And that was for four years. | 那已经四年了 |
| 483 | This is in one year. | 这是一年之内。 |
| 484 | The country has never seen anything like it. | 国家从未见过这样的东西. |
| 485 | And we're going to keep it going. | 并令不断. |
| 486 | And so thank you all very much. | 所以,非常感谢大家。 |
| 487 | Thank you, Mr. President. | 谢谢你,总统先生。 |
| 488 | I'll call you back later. | 晚点再打给你 |
| 489 | Thank you, Mr. President. | 谢谢你,总统先生。 |
| 490 | Thank you. | 谢谢 |
| 491 | I thought that was unique. | 我认为这是独特的。 |
| 492 | I thought it was a bit. | 我以为是有点 |
| 493 | Did you know that was happening? | 你知道吗? |
| 494 | I thought it was a bit. | 我以为是有点 |
| 495 | I thought it was real. | 以为真如. |
| 496 | I thought it was a bit at first. | 初以为有一点. |
| 497 | And I was like, put it on speakerphone. | 我当时想,把它放在扬声器上。 |
| 498 | Wow. | 珃 |
| 499 | And he calls you. | 他打电话给你 |
| 500 | He calls you any hour of the night, right? | 他晚上随时给你打电话,对吧? |
| 501 | We were in the Oval that time when he called you. | 当他打电话给你的时候,我们在奥瓦尔 |
| 502 | I was sleeping. | 我在睡觉。 |
| 503 | You were asleep. | 你睡着了。 |
| 504 | And he said, wake him up. | 他说,叫醒他。 |
| 505 | I felt so bad because he's like, who's coming to this dinner? | 我感到如此糟糕 因为他喜欢, 谁来参加这个晚餐? |
| 506 | And we go through the list. | 我们看看名单 |
| 507 | And he's like, well, what about Jensen? | 他就像,嗯,怎么样詹森? |
| 508 | I said, no, sir. | 我说,没有,先生。 |
| 509 | He's on vacation because he had to postpone this vacation for five years. | 他在度假,因为他不得不推迟这个假期五年. |
| 510 | And he's like, get him on the phone. | 他就像,让他打电话。 |
| 511 | But why do you think he sees through the hoax? | 但你认为他为什么要通过骗局? |
| 512 | This is the thing. | 就是这样 |
| 513 | It is really quite an extraordinary thing. | 这真是一件非常不寻常的事。 |
| 514 | It's polling minus 80. | 这是投票减80。 |
| 515 | So for anyone else that's sitting in the Oval Office, you're going to do what's popular. | 因此,对于其他坐在椭圆形办公室的人,你会做流行的. |
| 516 | You're representing the people. | 你代表着人民 |
| 517 | This is what everyone wants. | 这是每个人都想要的。 |
| 518 | They want to shut down the data centers and AI. | 他们想关闭数据中心和AI. |
| 519 | It seems to be the popular thing in the moment. | 这似乎是目前流行的东西. |
| 520 | But he says it's a hoax and he calls it. | 但是他说这是个骗局,他称之为"骗局". |
| 521 | How does he do that? | 他怎么会这样? |
| 522 | I got to tell you, I'm not sure. | 我得告诉你,我不确定。 |
| 523 | And the reason for that is because a lot of people are falling for it. | 之所以如此,是因为很多人都爱上它。 |
| 524 | And so the fact of matters, it's complicated. | 所以事情的真相是复杂的。 |
| 525 | You know, at first, I mean, if you look at the story, if you look at the stories, it's all anchored on two things. | 起初,我的意思是,如果你看故事, 如果你看故事,它都基于两件事。 |
| 526 | The first thing that it was anchored on was national security. | 它首先要依靠的是国家安全。 |
| 527 | And recently, that was all blown to bits. | 最近,一切都被炸成碎片。 |
| 528 | And so that story is no longer anchored on national security. | 因此,这个故事不再以国家安全为基础。 |
| 529 | Now it's anchored on safety. | 现在它锚定在安全上。 |
| 530 | Now, if you want AI to be safe, the first thing is we need to make sure that the labs that are building it are in control, that they're good tests for them. | 现在,如果你想AI是安全的, 首先我们需要确保 正在建造它的实验室是控制, 他们是很好的测试他们。 |
| 531 | If we would like to have third parties to to make sure that a third party evaluator, third party evaluators are available, that's no different than financial control. | 如果我们想让第三方确保有第三方评估师,第三方评估师在场,这与财务控制无异. |
| 532 | You guys know we have auditors and the auditors are quite quite they don't have to be as expert as we are in our business, but they just have to ask the right questions. | 你们知道我们有审计师 审计师也相当的好 他们不需要像我们这样专家 但他们只需要问正确问题 |
| 533 | And I think I heard somebody say that it's good to have independent auditors or evaluators, but they just have to have multiple. | 我听到有人说 拥有独立审计员或评估员是件好事 但他们需要多个 |
| 534 | I agree with that, too. | 我也同意这一点。 |
| 535 | Just as there's multiple evaluated and auditors, it makes sure that one company doesn't become, you know, pill or somehow influenced for whatever reason. | 正如有多个评估 和审计员, 它确保一个公司 不变成,你知道,药丸 或不知何故的影响。 |
| 536 | And so, you know, there's a lot of different ways that you could solve this. | 所以,你知道,有很多不同的方式 你可以解决这个问题。 |
| 537 | And so I think the number one thing is let's build the technology safely. | 所以,我认为最重要的事情是 让我们安全地建造技术。 |
| 538 | Let's make sure that the testing of it is safe. | 确保测试安全 |
| 539 | And I recognize completely that that what what is being built is extraordinary. | 我完全认识到,正在建设的东西是非同寻常的。 |
| 540 | But these are extraordinary companies and we ought to hold them to to extraordinary standards and they want to be and they want to be. | 但是,这些公司是非凡的,我们应该让他们达到超乎寻常的标准,他们想成为,他们想成为。 |
| 541 | I wanted to go back to open source for a second a year ago. | 一年前我想回到公开源代码 |
| 542 | We weren't taking it very seriously. | 我们没有认真对待它。 |
| 543 | It was two years, 18 months behind. | 是两年,18个月后。 |
| 544 | The one thing that, you know, one of the as you guys know, one of the challenges when you're on the call with President Trump is hard to say something. | 有一件事,你知道,你们都知道的, 当你与特朗普总统通话时, 一个挑战是很难说的。 |
| 545 | I'm going to get in trouble for that. | 我会惹上麻烦的 |
| 546 | I'm sure he's going to call me up on that. | 我肯定他会打电话给我 |
| 547 | But anyhow, what I was going to tell him and all of you is that A.I. | 但无论如何,我打算告诉他 和你们所有人是A. I. |
| 548 | is creating an enormous number of jobs. | 正在创造大量就业机会。 |
| 549 | The thing that he wanted more than anything at the beginning of the administration and that my first phone call with him my first time I met him is that he wants to create jobs in America. | 他最想要的就是 在政府成立之初 我第一次和他通电话时 |
| 550 | He wants to reindustrialize the United States. | 他想让美国重新工业化 |
| 551 | He wants to make sure that United States has the energy to support the next industrial revolution without energy. | 他希望确保美国有能量支持下一次没有能量的工业革命. |
| 552 | There's no industrial growth. | 没有工业增长. |
| 553 | And so he wants to make sure that there's energy growth, that there's job growth, that the reindustrial we're reindustrializing the supply chain. | 因此,他想要确保能源增长,就业增长, 以及我们重新工业化的供应链。 |
| 554 | Look at everything that we're doing right now. | 看看我们现在所做的一切 |
| 555 | All of it is happening right now as we speak. | 所有这一切正在我们发言的时候发生。 |
| 556 | We're creating more jobs than ever. | 我们创造的就业机会比以往任何时候都多。 |
| 557 | We're creating software jobs. | 我们正在创造软件工作。 |
| 558 | We were just talking about earlier four hundred billion dollars of venture financing went into the industry just recently. | 我们刚刚谈论的是 早期的4千亿美元的风险融资 刚刚进入了这个行业。 |
| 559 | Yeah, six months. | 是的,六个月。 |
| 560 | Well, that's created a ton of jobs. | 这创造了很多工作 |
| 561 | That's created a ton of jobs. | 这创造了很多工作 |
| 562 | It's created, you know, obviously enormous amount of demand for compute, which I'm happy about, which is also which is also creating a lot of demand for data centers. | 它创造了,你知道,很明显, 大量的对计算的需求, 我很高兴, 这也是创造 大量的对数据中心的需求。 |
| 563 | And we have to talk about that. | 我们必须谈谈这个问题。 |
| 564 | I think I was just I was talking to Governor Abbott of Texas and he was he was he wants to appeal to the industry to make sure that we are we are empathetic to the small communities as we're building data centers all over all across America just to be bet | 我想我只是在和德克萨斯州州长阿博特说话 他是想呼吁这个行业 确保我们是小社区的人 因为我们正在美国各地建立数据中心 只是为了成为更好的听众 |
| 565 | Let's actually talk about that for a second. | 让我们谈谈这个 |
| 566 | That's what's incredible about Nvidia. | 这就是恩维迪亚不可思议之处. |
| 567 | If you if you break down the component parts is you've effectively had to become the bank of AI to get the ecosystem going. | 如果你把部件拆散了 你就必须成为人工智能的库 才能让生态系统发展下去 |
| 568 | And you've had to do it at all the levels. | 亦须各处修行. |
| 569 | You know, you just did this thing with clover leaf where you're doing land power shell. | 你知道,你只是做了这件事 用丁香叶 在那里你做土地动力壳。 |
| 570 | You did this great thing with BlackRock and Goldman and all these folks to to essentially create the financing capability. | 你和BlackRock和Goldman 以及所有这些人一起做了一件伟大的事 来创造融资能力 |
| 571 | Walk us through your capital allocation strategy. | 告诉我们你的资本分配策略 |
| 572 | What has to happen to get a broader ecosystem folks to be able to come in and underwrite this next phase? | 要让更广泛的生态系统居民 能够进入下一个阶段并承担这个任务 会发生什么? |
| 573 | Well, we're we're creating, as you guys know, this is a new industrial revolution. | 我们正在创造,你们知道, 这是一场新的工业革命。 |
| 574 | And and every aspect of it is true. | 它的每一个方面都是真实的。 |
| 575 | This new industry requires manufacturing just as just as the the the electricity Internet and now AI. | 这个新产业需要制造业,就像电网和现在的AI一样。 |
| 576 | We power anything we can find anything. | 我们掌握一切能找到的东西 |
| 577 | Now with AI, we can ask and know anything. | 现在用人工智能,我们可以问和知道任何事情。 |
| 578 | Isn't that right? | 是吗? |
| 579 | And so that's our future. | 这就是我们的未来 |
| 580 | We tap into the ether and we can ask it of anything we want. | 我们钻进乙醚 我们可以问它任何我们想要的东西。 |
| 581 | And it could explain it to us. | 它能解释给我们听 |
| 582 | Now, in order for that to happen, it's got to produce the intelligence. | 现在,为了做到这一点,它必须产生情报。 |
| 583 | And so that's a production process, which is the reason why this infrastructure has to get built. | 因此,这是一个生产过程, 这就是为什么这个基础设施必须建造。 |
| 584 | But once you get the infrastructure built, the question is, what about all of the other layers across the United States? | 但一旦基础设施建成,问题在于, 整个美国其他的层层呢? |
| 585 | This industry isn't just about the model. | 这个行业不只是模型 |
| 586 | It's not just about the chips. | 不只是筹码 |
| 587 | It's mostly about the applications on top. | 主要是关于上面的应用. |
| 588 | It's mostly about the infrastructure layer, the data centers and all the infrastructure, the construction, the electricity, the power generation that all of that is involved. | 主要是关于基础设施层,数据中心和所有基础设施, 建筑,电力,发电,所有这一切。 |
| 589 | And so I look across the entire ecosystem and look for bottlenecks. | 于是我横扫整个生态系统,寻找瓶颈。 |
| 590 | And if there are places where extraordinary companies are being built constraints, constraints, extraordinary companies being built, | 如果有一些地方 非凡的公司正在建设 限制,限制,非凡的公司正在建设, |
| 591 | maybe it's a supply chain that has to get scaled up so that when we're ready to deploy compute that they'll be ready for us. | 也许这是一个供应链,必须扩大 以便当我们准备好部署计算, 他们将准备好为我们。 |
| 592 | Lampower shell. | 喇叭壳. |
| 593 | And so this is no different than looking at the supply chain upstream. | 因此,这和从上游看供应链没有什么区别。 |
| 594 | You know, I I probably think about the long term supply chain more than most because our company is really large. | 我可能比多数人更想长期供应链 因为我们的公司非常庞大 |
| 595 | And and in order for us to succeed, a whole bunch of companies has to support me. | 为了我们成功 一大堆公司必须支持我 |
| 596 | You know, it's got a Corning has this, you know, Wendell Corning has to support me. | 你知道,它有一个康宁有这个, 你知道,温德尔康宁有 支持我。 |
| 597 | Lumentum and, you know, TSMC, of course, and memory companies. | 当然还有记忆公司 |
| 598 | And so we started working with all of these companies long before the revolution that the growth came so that the growth could happen. | 因此,我们早在革命开始之前就已经开始与所有这些公司合作, 以便实现增长。 |
| 599 | Now I've got now I'm doing a downstream. | 现在我要下游了 |
| 600 | I have one cycle tends to be that the earnings over time over long stretches of time tends to move up the stack right towards the application layer where you can over earn for larger periods of time. | 我有一个周期是, 长时期的收入 倾向于向上移动 堆积 右移到应用层 你可以在更大的时间内挣钱。 |
| 601 | I mean, you bought hugging face. | 我的意思是,你买了拥抱的脸。 |
| 602 | Now you're sort of in the actively in the serving business. | 现在,你有点积极 在服务行业。 |
| 603 | I mean, it seems pretty natural that products like open router make a lot of sense. | 我的意思是,这似乎是很自然的, 像开放的路由器 有很多意义。 |
| 604 | It seems pretty obvious that, you know, there are better versions of ways to build things like bedrock. | 很明显,有更好的方法 来建造基岩 |
| 605 | I'm sure you think about it. | 我相信你会考虑的 |
| 606 | What's the natural conclusion? | 自然结论是什么? |
| 607 | Because it seems like the folks up here have no issue trying to move down. | 因为这里的人似乎没有问题要搬下去 |
| 608 | And you have the best balance sheet, these incredible engineers, and you have the proven experience to make it right and engineer the product and get it out. | 你拥有最好的平衡表,这些令人难以置信的工程师, 你拥有证明它正确的经验, 并设计出产品,把它拿出来。 |
| 609 | So how do you think about looking up and saying, I could probably do that? | 那么,你觉得怎么样 抬头说,我可以做到这一点? |
| 610 | The reason why Nvidia runs every single model in the world, we were the only it's incredible. | Nvidia在世界上每个模特儿都跑的原因 我们是唯一不可思议的 |
| 611 | Last year, about a year and a half ago, the only thing we ran was open AI. | 去年,大约一年半前,我们唯一跑的是打开AI. |
| 612 | And now look at amazing models are available. | 现在,我们可以看到惊人的模型。 |
| 613 | The Metamuse is available. | 梅塔缪斯号可以使用. |
| 614 | 你让Grok有空 | |
| 615 | Grokbot's incredible. | 格鲁克博特不可思议 |
| 616 | We now run Gemini and Anthropik is scaling up on our platform as well. | 我们现在运行双子座和Anthropik 也在我们的平台上扩大。 |
| 617 | Since a year and a half ago, you got all these frontier AI models that are now open that are available. | 从一年半前开始, 你得到了所有这些前沿AI模型 现在开放,可以使用。 |
| 618 | So the number of models that are growing, there's a whole bunch of companies that I won't mention that are building frontier models as well. | 因此,越来越多的模型,有一大堆公司, 我不会提到它们正在建设前沿模型。 |
| 619 | And the number of AI labs are growing. | 而AI实验室的数量也在增长. |
| 620 | The ineffables, the reflections, the right that the list goes on, the physical intelligence, the list goes on. | 无功者,反省也,榜之所向右,体智也,榜之所向. |
| 621 | OK, and so all of these labs are building on Nvidia. | 所有这些实验室都建在Nvidia上 |
| 622 | And the reason for that is because as a company, I rather for us to help everybody succeed instead of taking a slice out. | 之所以如此,是因为作为一个公司,我宁愿帮助大家成功,而不是一分钱。 |
| 623 | And so we would go up as far as we need to, but as low as possible. | 所以我们会尽可能地提高,但尽可能降低。 |
| 624 | Our strategy is go up as far as we need to and as low as possible. | 我们的战略是尽可能提高,尽可能降低。 |
| 625 | And the reason for that is because if I do that, if I solved it, if not for Nvidia creating KooDNN, all of the frameworks wouldn't exist. | 其原因是,如果我这样做,如果我解决了, 如果不是Nvidia创建了KoodNN, 所有的框架都不存在。 |
| 626 | If not for us creating Megatron, Megatron Core, then all of the large scale training wouldn't have happened. | 如果我们不创造威震天,威震天核心, 那么所有的大规模训练就不会发生。 |
| 627 | So we go and we invent all the technology necessary as far as we need to. | 所以我们去发明所有必要的技术。 |
| 628 | And then we let a thousand flowers bloom. | 然后我们让千花开花 |
| 629 | And so that posture allows us to be, quite frankly, the only let's be honest. | 因此,这种姿态让我们,相当坦率地说, 唯一让我们诚实。 |
| 630 | I agree with you. | 我同意你的观点。 |
| 631 | The pushback would be that it really would be great to have more competition at the hyperscale layer. | 后退点是,在超尺度层中进行更多的竞争是件好事。 |
| 632 | And I think you've done a great job supporting the neoclouds. | 我认为你支持新云已经做得很好 |
| 633 | There are some. | 还有一些 |
| 634 | And by the way, I think you introduced me to Nubius. | 对了,我想你把我介绍给努比乌斯 |
| 635 | Superb. | 真厉害 |
| 636 | Great. | 不错 |
| 637 | Everything. | 一切众生. |
| 638 | They're amazing. | 他们很神奇。 |
| 639 | But we need like 50 of these guys. | 但我们需要50个这样的人 |
| 640 | We need a hundred of them. | 我们需要一百个 |
| 641 | We need a thousand of them. | 我们需要一千个 |
| 642 | And it just may take some. | 它只是可能需要一些。 |
| 643 | Yeah. | 对 |
| 644 | You know, it's just I'm surprisingly uncompetitive. | 你知道,这只是我 令人惊讶的无竞争力。 |
| 645 | Really? | 真的吗? |
| 646 | Yeah. | 对 |
| 647 | That's not my thing. | 这不是我的事。 |
| 648 | You know, my thing is kind of like, for example, I'd be more than happy with five hyperscalers. | 你知道,我的事情有点像, 比如,我会更高兴 与五个超规模。 |
| 649 | However, the reason I noticed the early customers of all the neoclouds, all the what we call NCPs, all the early customers were the hyperscalers. | 然而,我注意到了所有新云的早期客户, 所有我们称之为NCP的, 所有早期的客户都是超规模的。 |
| 650 | Exactly. | 没错 |
| 651 | And the reason for that is because the hyperscalers plan once a year. | 之所以如此,是因为高压器每年计划一次。 |
| 652 | But the market dynamics is so volatile right now that they're always almost wrong. | 但是,现在市场动态如此动荡,总是几乎是错误的. |
| 653 | And so with all these regional clouds who are agile, they can move fast. | 因此,有了所有这些区域云, 它们是敏捷的, 它们可以快速移动。 |
| 654 | They know their state or they know their country. | 他们知道自己的国家或者他们知道自己的国家。 |
| 655 | They know their region. | 他们知道自己的地区。 |
| 656 | They're securing land, power and shell in a way that's hard for somebody who sits in Seattle or sits in Palo Alto to be able to see the planet. | 他们正在保障土地、电力和炮弹 对那些坐落在西雅图 或者坐在帕洛阿尔托的人来说 很难看到地球 |
| 657 | And so we now have basically a large scale distributed network of companies that are building securing land, power, shell for us. | 因此,我们现在基本上有一个 大规模的分布式网络 公司正在建设 安全的土地,电力,贝壳给我们。 |
| 658 | And and now countries realize it's strategic. | 现在各国意识到这是战略性的。 |
| 659 | So many countries are saying, I'm going to take my power and only give it to my own companies. | 很多国家都说,我要夺权,只把权力交给自己的公司. |
| 660 | Right. | 对 |
| 661 | Well, Nvidia is in that country as well. | 恩维迪亚也在那个国家 |
| 662 | And we could help the neoclouds in that country grow. | 我们可以帮助那个国家的新云体成长。 |
| 663 | And so whether it's whether it's firm us in Australia, we just did a whole bunch of stuff in Australia. | 所以,不管它是否坚定我们在澳大利亚, 我们只是在澳大利亚做了一大堆事情。 |
| 664 | Brought on two more gigabytes Southeast Asia, of course, IOH and others bring on a few gigabytes. | 当然,IOH和其他人带来了几千兆字节。 |
| 665 | And so we're building a gigawatts. | 所以我们正在建造千兆瓦。 |
| 666 | So we're building, you know, we're scaling up. | 所以,我们正在建设,你知道, 我们正在扩大。 |
| 667 | Pretty clear, though. | 不过很清楚 |
| 668 | I just want to get this one thing in. | 我只想把这个东西弄进去 |
| 669 | It's pretty clear that you're going pretty high up and getting very focused on open source. | 很明显,你正在高高攀登 并且非常专注于开源。 |
| 670 | Obviously, you have your neomotrons doing exceptionally well. | 显然,你的新人做的非常好。 |
| 671 | I use them often hugging face poolside and Laguna. | 我经常用它们拥抱脸球和拉古纳 |
| 672 | Very, very solid product that you're now aqua hiring, hiring, whatever it is. | 非常,非常扎实的产品 你现在是水上雇用,雇用, 不管是什么。 |
| 673 | And then you have your open source stack for self driving. | 然后你有开源堆 用于自驾车。 |
| 674 | Also very disruptive. | 也非常干扰。 |
| 675 | So we are the frontier model in five domains. | 所以我们是五个领域的前沿模式。 |
| 676 | Yeah. | 对 |
| 677 | And so you don't seem to build products to get the silver medal. | 所以你似乎没有制造产品来获得银牌. |
| 678 | You seem to go for the gold. | 你似乎去的黄金。 |
| 679 | So are you going for the gold? | 你要买金子吗? |
| 680 | And will you have the best hands down open source model? | 你会有最好的手 下开源模型? |
| 681 | And then part B to that is can open source catch up to frontier models? | 然后,B部分是 开源 赶上前沿模型? |
| 682 | And are you the person to do it? | 你是做这个的人吗? |
| 683 | So the logic, the logic, Jason, is that that we will build it because one, we can. | 所以逻辑,逻辑,杰森, 是我们要建造它,因为一个,我们可以。 |
| 684 | We have the skills to do it. | 我们有能力做到这一点。 |
| 685 | And because our customers need us to do it. | 因为我们的客户需要我们这样做。 |
| 686 | Right. | 对 |
| 687 | So, for example, Alpamayo is the world's first thinking self driving car. | 因此,例如,阿尔帕马约是世界上第一个思考自己驾驶的汽车. |
| 688 | And by thinking, by reasoning, you don't need as much data as, you know, | 而且通过思考,通过推理, 你不需要像,你知道, |
| 689 | you don't have to train on a few billion hours of road data because you could reason about it. | 你不必在数十亿小时的公路数据上训练 因为你可以解释 |
| 690 | Break down the problem into, oh, I've seen this before. | 把问题分解成, 哦,我以前见过这个。 |
| 691 | It's not exactly the same, but it's largely the same as that. | 虽然不完全相同,但大致相同. |
| 692 | OK. And so, so Alpamayo, why is it necessary? | 摆 那么,阿尔帕马约,为什么有必要呢? |
| 693 | Well, there's a whole bunch of car companies. | 有很多汽车公司 |
| 694 | Every car in the world is going to be autonomous. | 世界上的每辆车都会是自主的. |
| 695 | But beyond that, every ag tech, every truck, every van, | 但除此之外,每个高科技,每辆卡车,每辆面包车, |
| 696 | and most of them aren't big enough in scale to be able to build that whole stack. | 大部分都不够大 无法建造整个堆栈。 |
| 697 | So I'll build an extraordinary stack for them. | 所以我会为他们建造一个非常的堆栈。 |
| 698 | They do last mile adapting for their application. | 他们做最后一英里适应他们的应用。 |
| 699 | Now, everything that moves in the future could be autonomous. | 现在,未来一切动静都可以自主. |
| 700 | If not for us building some of the some of the biology models, the world wouldn't have it. | 如果我们不建立一些生物学模型, 世界就不会有它。 |
| 701 | The ESM to protein found language model. | 蛋白质的无害环境管理找到了语言模型。 |
| 702 | We created that ESM fold, open fold, alpha fold to all the stuff with with coo equal variant. | 我们创建了ESM折叠, 打开折叠, α折叠到所有的东西上, 和Coo等价的变体。 |
| 703 | All of that stuff. | 所有的东西。 |
| 704 | Technology wouldn't have existed if we didn't build it. | 如果我们不造它 科技就不会存在 |
| 705 | One of my favorites, protein complexa is, you know, synthesizing next generation proteins and its binding. | 我最喜欢的一个,蛋白质复合体 就是合成下一代蛋白质及其结合。 |
| 706 | It's groundbreaking stuff. | 这是突破性的东西。 |
| 707 | We built that. | 我们造的 |
| 708 | And so we'll build that because Lily needs it. | 所以我们要建这个 因为莉莉需要它 |
| 709 | And and, you know, Mark needs it and others need it. | 而且,你知道,马克需要它 而其他人需要它。 |
| 710 | And they don't have the capability to do it or they they're not yet there. | 而且他们没有能力这样做,或者他们还没有到场. |
| 711 | And so we can make a real contribution. | 这样我们才能做出真正的贡献。 |
| 712 | So I do everything out of need. | 所以,我做的一切 需要时。 |
| 713 | I'm not trying to disrupt. | 我不是想打搅你 |
| 714 | I mean, we don't wake up in the morning, try to disrupt anybody, right? | 我的意思是,我们不醒来 在早晨,试图扰乱任何人,对不对? |
| 715 | We just wake up in the morning, try to help everybody. | 我们只是早上醒来 试着帮助大家 |
| 716 | What about what about competitive threats that might be emerging to your core business? | 那你们核心业务可能面临的竞争威胁呢? |
| 717 | Can you just comment? | 你能发表评论吗? |
| 718 | We're just so nice. | 我们很好 |
| 719 | Yes. | 对 |
| 720 | Well, I know this is well, I actually want I want to just get your let's just call it a take. | 嗯,我知道这是好的,实际上我想 只是得到你,让我们只是叫它一拍。 |
| 721 | 你对Terra Fab有什么看法? | |
| 722 | Hundred million square foot facility. | 一亿平方英尺的设施。 |
| 723 | Elon's announced and anybody could do it. | 伊隆已经宣布了 谁都能做到 |
| 724 | We can. | 我们可以。 |
| 725 | And the two of us were on a flight together to a country and with a person who sometimes calls you on the phone. | 我们两人在飞往一个国家的航班上 和一个有时打电话的人一起 |
| 726 | It was a nice plane. | 飞机不错 |
| 727 | And and and we had like, you know, you know, Elon likes to talk about these things. | 我们喜欢,你知道,你知道, 伊隆喜欢谈论这些事情。 |
| 728 | And and so we spent a lot of time talking about it. | 所以我们花了很多时间来讨论这个问题。 |
| 729 | Anybody could do it because I mean, you could you design chips, you don't fab them. | 任何人都可以这样做,因为我是说, 你可以设计芯片,你不喜欢它们。 |
| 730 | Could your chest be fab there or is it? | 你胸口会不会很痛? |
| 731 | Well, we know we we know a lot about process technology because we're pushing the limits of everything. | 我们知道我们对工艺技术很了解,因为我们在推动一切的极限。 |
| 732 | And, you know, because we scale at such large scale, we have incredible memory technology inside the company with the world's best 30s company. | 而且,你知道,因为我们的规模如此之大, 我们拥有令人难以置信的记忆技术 在公司内部与世界最好的30年代公司。 |
| 733 | You know, we got lots of amazing. | 你知道,我们有很多惊人的。 |
| 734 | So your take is you've talked a lot about it. | 所以,你的选择是 你谈论了很多。 |
| 735 | So we could just yeah, we could talk about it. | 所以我们可以只是是啊, 我们可以谈论它。 |
| 736 | And and you can't discourage Elon from doing it, which is one of his incredible super power. | 而且你也不能阻止伊隆这样做,这是他不可思议的超级力量之一. |
| 737 | And once you decide to go do something, it's hard to stop them. | 一旦你决定做点什么 很难阻止他们 |
| 738 | And so can you give us your take on where China is with advanced lithography systems? | 那么,你能否让我们来承担 你在中国的先进石刻系统? |
| 739 | Native grown, they're going to get there by 2030. | 原生的,他们将在2030年到达那里. |
| 740 | 30. | 30岁 |
| 741 | Yeah. | 对 |
| 742 | And 2030 is just around the corner. | 2030年就在拐角处。 |
| 743 | Yeah. | 对 |
| 744 | Also, that's sorry. | 还有,对不起。 |
| 745 | How long will all be dead at that time? | 那时所有的人都死了多久? |
| 746 | And for China, does that mean the switch is flipped and then that's all going to go into mainland fabs almost immediately? | 而对于中国来说,这是否意味着开关被翻转,然后几乎马上会进入大陆的法布斯? |
| 747 | You know, the way to think about China is really good at high volume production. | 你知道,思考中国的方式 真的很擅长高产量。 |
| 748 | And this is just a matter of time. | 而这只是时间问题。 |
| 749 | Yeah. | 对 |
| 750 | And, you know, I think in I think in decades as well. | 而且,你知道,我想,我也想 在几十年。 |
| 751 | You know, I've been around a long time. | 你知道,我已经绕了很长时间。 |
| 752 | And, you know, for Nvidia, I've got to think about what happens next decade, decade after that. | 对于Nvidia来说, 我得想想 接下来的十年,十年之后会发生什么。 |
| 753 | So two or three years is just a click. | 因此,两三年只是一个点击。 |
| 754 | It's nothing. | 没什么 |
| 755 | And so as far as they're concerned, they're already there. | 及至诸众生已. |
| 756 | They're already there. | 他们已经在那里。 |
| 757 | Yeah. | 对 |
| 758 | That's an Elon and Gwen. | 这是伊隆和格温的作品 |
| 759 | We've got to run America. | 我们必须管理美国。 |
| 760 | We've got to run. | 我们得走了。 |
| 761 | Yeah. | 对 |
| 762 | Speed run. | 速度运行。 |
| 763 | So we got a speed run. | 所以我们得到了一个速度运行。 |
| 764 | Slowly is definitely the wrong strategy. | 慢慢来绝对是错误的策略。 |
| 765 | Well, I mean, it feels apparent, I think, to most of us in the industry that we're kind of in the AGI moment. | 我的意思是,我觉得,在业内大多数人看来,我们是在AGI的时刻。 |
| 766 | And it's a definition, obviously, as smart as any other human. | 它是一个定义,显然, 像任何其他人类一样聪明。 |
| 767 | I think we're already there. | 我想我们已经到了 |
| 768 | We're there. | 我们到了 |
| 769 | Right. | 对 |
| 770 | And so then superintelligence is the next waypoint based on what you see, based on your customer base, based on your history. | 因此,超级智能是下一个基于你所看到的,基于你的客户基础,基于你的历史。 |
| 771 | And Jason, I think we're there, too. | 杰森,我想我们也在那里 |
| 772 | You think we're at superintelligence. | 你以为我们在超情报机构吗? |
| 773 | Yeah. | 对 |
| 774 | When you when you when you take a narrow segment, a narrow segment, I mean, my my self-driving car, I don't want you to make me an omelet. | 当你走一个狭窄的路段,一个狭窄的路段, 我的意思是,我的自驾车, 我不想你给我做一个煎蛋卷。 |
| 775 | I just want you to drive the car. | 我只是想让你开车。 |
| 776 | Right. | 对 |
| 777 | That is superintelligent. | 这是超聪明的。 |
| 778 | It's better than a human. | 比人类强. |
| 779 | Yeah. | 对 |
| 780 | Like one tenth the accident rate. | 就像事故率的十分之一一样 |
| 781 | Exactly. | 没错 |
| 782 | Yeah. | 对 |
| 783 | Synthesizing proteins, you know, doing virtual screening of proteins. | 合成蛋白质,你知道,对蛋白质进行虚拟筛选。 |
| 784 | We're already there. | 我们已经到了 |
| 785 | Yeah. | 对 |
| 786 | Are you having fun being on the frontier of humanity? | 你在人类的前沿玩得开心吗? |
| 787 | I like it. | 我喜欢 |
| 788 | Yeah. | 对 |
| 789 | Ladies and gentlemen. | 示众. |
| 790 | I like it. | 我喜欢 |
| 791 | And guys, guys, it's it's it's great there. | 伙计们,伙计们,这是它的伟大的在那里。 |
| 792 | The future is great. | 未来是伟大的。 |
| 793 | And we want to get there. | 我们要赶到那里。 |
| 794 | Listen, a lot of us don't have to work. | 听着,我们很多人不用工作 |
| 795 | But I got to tell you, it's too good not to be so fun. | 但我得告诉你,这是太好 不这么好玩。 |
| 796 | Right. | 对 |
| 797 | And so so I want every we I want to be there. | 所以我希望我们每个人都能在那里 |
| 798 | I want all of you guys there with me. | 我要你们都跟我走 |
| 799 | We're all going to be there. | 我们都会去的 |
| 800 | We're going to be enormously successful together as a humanity. | 作为人类,我们将会取得巨大的成功。 |
| 801 | And in the meantime, we got to encourage them, urge them on. | 在此期间,我们必须鼓励他们,敦促他们继续。 |
| 802 | They're doing really, really important work, as you guys know. | 正如你们所知,他们正在做非常非常重要的工作。 |
| 803 | And I want them to succeed. | 我希望他们成功。 |
| 804 | I also would love for us to tone down the the the drama and make. | 我也希望我们把戏剧的音调调调低一点 |
| 805 | And most importantly, we need all of America to come with us. | 最重要的是,我们需要所有的美国 与我们一起。 |
| 806 | That's how we make it. | 我们就是这样做到的 |
| 807 | Yeah. | 对 |
| 808 | Ladies and gentlemen, Jensen Wong. | 女士们,先生们,黄詹森 |
| 809 | Thank you. | 谢谢 |
| 810 | It was awesome. | 这是真棒。 |
| 811 | That's right. | 没错 |
| 812 | Was awesome. | 简直太棒了。 |
| 813 | Pull along your partner. | 带上你的搭档 |
| 814 | Awesome, that's true. | 真棒,这是真的。 |
| 815 | Thanks, guys. | 谢谢 |
该视频共有字幕 823 条。解锁更多字幕为会员功能,请移动到 价格
P3 · 【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CEO黄仁勋访谈:主题围绕末日骗局、超级智能已至以及人工智能的未来(特朗普总统意外连线) p03 无字幕版 (P3)

【双语音+文稿】2026 ALL-IN峰会英伟达创始人兼CEO黄仁勋访谈:主题围绕末日骗局、超级智能已至以及人工智能的未来(特朗普总统意外连线) p03 无字幕版 (P3)
发布于 2026-11-05 · 时长 43:46字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | Some people call it vision. | 有人称之为视觉. |
| 0:02 | Vision's an awfully big word to me because I believe, first of all, vision matters. | 视觉对我来说是一个非常大的词 因为我相信,首先,视觉很重要。 |
| 0:09 | We preempted the weekly show and there's only three people we preempt the show for. | 我们先发制人 每周的节目 只有三个人 我们先发制人 |
| 0:14 | President Trump, Jesus, and Edison. | 川普总统,耶稣和爱迪生. |
| 0:16 | The number one podcast in the world. | 世界上的头号播客。 |
| 0:19 | That's Jensen Wong. | 那是黄詹森 |
| 0:20 | He's the founder, president, CEO of Nvidia. | 他是恩维迪亚的创始人,总裁,首席执行官. |
| 0:21 | Whether you know it or not, his decisions are shaping your future. | 无论你是否知道 他的决定决定了你的未来 |
| 0:25 | Nvidia is the most important stock in this market and Jensen is arguably the best executive in history. | Nvidia是这个市场上最重要的股票,而Jensen可以说是历史上最好的执行官. |
| 0:29 | Revenue exploded 97% year over year. | 97%的收入一年一度爆炸。 |
展开字幕全文(789 条)
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Some people call it vision. | 有人称之为视觉. |
| 2 | Vision's an awfully big word to me because I believe, first of all, vision matters. | 视觉对我来说是一个非常大的词 因为我相信,首先,视觉很重要。 |
| 3 | We preempted the weekly show and there's only three people we preempt the show for. | 我们先发制人 每周的节目 只有三个人 我们先发制人 |
| 4 | President Trump, Jesus, and Edison. | 川普总统,耶稣和爱迪生. |
| 5 | The number one podcast in the world. | 世界上的头号播客。 |
| 6 | That's Jensen Wong. | 那是黄詹森 |
| 7 | He's the founder, president, CEO of Nvidia. | 他是恩维迪亚的创始人,总裁,首席执行官. |
| 8 | Whether you know it or not, his decisions are shaping your future. | 无论你是否知道 他的决定决定了你的未来 |
| 9 | Nvidia is the most important stock in this market and Jensen is arguably the best executive in history. | Nvidia是这个市场上最重要的股票,而Jensen可以说是历史上最好的执行官. |
| 10 | Revenue exploded 97% year over year. | 97%的收入一年一度爆炸。 |
| 11 | Not only is demand already strong, it's actually accelerating. | 不仅需求已经强劲,而且实际上正在加速。 |
| 12 | Nvidia is the only computing platform that is a full-stack AI factory. | Nvidia是唯一的计算平台,是一个全层的AI工厂. |
| 13 | A GPU is like a time machine because it lets you see the future sooner. | GPU就像时光机,因为它让你更早地看到未来. |
| 14 | And if we can see the future and we can predict the future, then we have a better chance of making that future the best version of it. | 如果我们能看到未来,我们可以预测未来, 那么我们有更好的机会使未来成为它的最佳版本。 |
| 15 | Please welcome Jensen Wong. | 请欢迎黄詹森 |
| 16 | Oh, we got to stand on the way in. | 哦,我们得站在路上。 |
| 17 | Wow, come on. | 哇,来吧。 |
| 18 | Standing o. | 站起来 |
| 19 | Standing o on the way in. | 在路上站着 |
| 20 | There's our guy. | 这就是我们的人。 |
| 21 | Ladies and gentlemen, GPU Jesus. | 女士们,先生们,GPU耶稣。 |
| 22 | They love you. | 他们爱你。 |
| 23 | Thank you. | 谢谢 |
| 24 | I love you back. | 我爱你 |
| 25 | Number one podcast in the world. | 世界上第一播客。 |
| 26 | In the world. | 于世间. |
| 27 | Wow. | 珃 |
| 28 | We like the new jacket. | 我们喜欢新外套 |
| 29 | Well, you know, I just, I felt you guys needed some energy. | 嗯,你知道,我只是, 我觉得你们需要一些能量。 |
| 30 | Yes. | 对 |
| 31 | I know we're talking about serious stuff here, but we need to talk about it with energy. | 我知道我们说的是严肃的问题 但我们需要用精力谈谈 |
| 32 | Let's start with this essay from this weekend. | 我们从这个周末开始说起 |
| 33 | Which one? | 哪一个? |
| 34 | Let's start with Dario's essay. | 先说达里奥的散文. |
| 35 | Was Hemingway involved? | 海明威有参与吗? |
| 36 | Actually, did anybody run it through Pangram? | 其实,有没有人运行 通过Pangram? |
| 37 | I don't even know how much of it was AI helped, but that was a pretty incredible thing. | 我什至不知道它有多少 是AI帮助, 但这是一个相当不可思议的事情。 |
| 38 | And then I think what a lot of people were surprised by was the coalescing of the Frontier Labs around the essay itself. | 然后我想很多人都惊讶的是 边疆实验室把论文本身连在一起。 |
| 39 | Just, Jensen, unpack what happened, how you read it, how you interpreted it, and then we'll get into some details that were inside of it. | Jensen 整理一下发生的事 你是如何读到的 你是如何解释的 然后我们再了解一些细节 |
| 40 | But maybe just the high level thoughts to kick it off. | 但也许只是高层次的想法 来启动它。 |
| 41 | Well, first of all, there were a lot of stuff in there. | 首先 里面有很多东西 |
| 42 | Yeah. | 对 |
| 43 | And the first, there's a part about safety, which we have to take very seriously. | 首先,有一个关于安全的部分, 我们必须非常认真地对待。 |
| 44 | Safety is paramount, obviously. | 显然,安全是最重要的。 |
| 45 | Safety and leadership are not false. | 安全和领导不是虚假的。 |
| 46 | They're false choices. | 他们是错误的选择。 |
| 47 | You're able to innovate quickly. | 你能迅速创新 |
| 48 | You're able to execute quickly, and America is able to lead and to do it safely. | 你能够迅速执行,美国能够领导并安全地执行. |
| 49 | I think those are false choices, but safety is obviously important. | 我认为这些是错误的选择,但安全显然很重要。 |
| 50 | There's a matter of internal control that I think he was speaking to. | 有个内部管制问题 我想他是在和他说话 |
| 51 | Obviously, the Coxson whistleblower is a very serious matter. | 显然,考克森吹哨人是一个非常严重的问题. |
| 52 | Whenever you have a whistleblower, you have to take it very seriously. | 每当有吹哨人的时候,都要认真对待. |
| 53 | I thought Coxson had great courage to put out what his concerns were. | 我以为考克森有极大的勇气来表达他所关心的问题. |
| 54 | And even then, there were some issues that were kind of conflated within that. | 即便如此,也有一些问题 被混为一谈。 |
| 55 | I think the whistleblowing is fine. | 我觉得吹口哨很好 |
| 56 | I think the scientific prediction about the future is less lined because it's not grounded on science, obviously. | 我认为关于未来的科学预测没有那么直线,因为它显然不是以科学为基础的。 |
| 57 | And it was expressed by a scientist, but it was obviously not grounded on science. | 由一位科学家表达,但显然不是以科学为基础的。 |
| 58 | And so I take issue with that. | 所以我不同意这一点。 |
| 59 | But obviously, the whistleblower part of it, you know, I think there's just a whole bunch of stuff. | 但很明显,吹哨人的一部分, 你知道,我认为只有一大堆东西。 |
| 60 | Pausing, pacing, those are all voluntary things that they could do if they feel that their company is out of control. | 暂停,节奏,这些都是自愿的,如果他们觉得自己的公司失控,他们可以做的. |
| 61 | If Coxson saw something, obviously, we don't know what Coxson saw. | 如果考克森看到了什么,显然,我们不知道考克森看到了什么. |
| 62 | But if he saw that the company was out of control and maybe it's a transition from research to engineering, | 但是如果他看到公司失控了 也许这是从研究到工程的过渡 |
| 63 | as you know, these labs are transitioning from research to engineering. | 如你所知,这些实验室正在从研究转向工程。 |
| 64 | Extraordinary talent, extraordinary engineering. | 非凡的天赋,非凡的工程. |
| 65 | But obviously, engineering is different than research. | 但显然,工程学与研究不同. |
| 66 | Maybe that transition is clumsy. | 也许过渡很笨拙 |
| 67 | We don't know what he saw, and ultimately, only he knows. | 我们不知道他看到了什么 最终只有他知道 |
| 68 | But if there was a matter of lack of control, that's a different topic. | 但是,如果有一个问题 缺乏控制, 这是一个不同的话题。 |
| 69 | How should the government deal with it? | 政府应该如何处理? |
| 70 | Now, all of a sudden, regulation. | 现在,突然间,规范。 |
| 71 | I mean, it just covers everything in one blog. | 我的意思是,它只是覆盖 所有在一个博客。 |
| 72 | Can you just help us sort of unpack? | 你能帮我们收拾行李吗? |
| 73 | We tried to play this game actually this week on the pod, and it was difficult, which is how do you describe, like, you know, my mom calls me and she's like, | 我们本周在客舱里玩这个游戏, 很难,这就是你怎么形容, 比如,你知道,我妈妈打电话给我,她就像, |
| 74 | What is this whole civilizational death thing? | 这个文明的死亡是什么? |
| 75 | I don't know how to explain it to her. | 我不知道该怎么跟她解释 |
| 76 | So when you have very smart people like that, quantize it and quantify it. | 所以当你有这么聪明的人的时候, 把它量化,量化。 |
| 77 | I think that's probably what's perturbing to some people. | 我想这也许令一些人感到不安。 |
| 78 | They're like, What does that mean? | 他们就像,这是什么意思? |
| 79 | Ten percent of extinction. | 灭度的百分之十. |
| 80 | Nobody knows how to explain that to the average person, how that's even possible. | 没人知道该怎么向普通人解释 这怎么可能 |
| 81 | Well, first of all, we shouldn't because it's made up. | 首先,我们不应该 因为它是编的。 |
| 82 | First of all, I think that we shouldn't because it's made up. | 首先,我认为我们不应该 因为它是编的。 |
| 83 | And these are these are well-educated. | 这些都是受过良好教育的。 |
| 84 | They're called researchers. | 他们被称为研究者. |
| 85 | Obviously, they're working a lab. | 显然,他们正在实验室工作。 |
| 86 | And so the confluence of these words and then and then and then the prediction is alarming and troubling. | 因此,这些词语的交汇,然后,然后,然后,然后,预测是令人震惊和令人不安的。 |
| 87 | And it shouldn't be done. | 而不应作. |
| 88 | It's it's it's irresponsible. | 这是不负责任的。 |
| 89 | Now, the fact of the matter is let's go back and look at the real facts. | 现在,事情的真相是,让我们回去看看真实的事实. |
| 90 | The facts are there was a prediction that in five years time, radiology will be completely taken over by artificial intelligence and there'll be no radiologists in the world. | 事实有预言,五年后,放射学将被人工智能完全接管,世界上将没有放射学家. |
| 91 | That has proven to be exactly the opposite. | 事实证明,情况恰恰相反。 |
| 92 | We need more radiologists than ever in the world. | 我们需要的放射学家比世界上任何时候都多。 |
| 93 | 然而,A.I. | |
| 94 | has taken over radiology completely, which is great is automated scan reading, which is great. | 已经完全接管了放射学, 这是伟大的是自动化扫描读取, 这是伟大的。 |
| 95 | There was a prediction that within six to twelve months, wasn't it just last year? | 有人预测在6到12个月内, 是不是只是去年? |
| 96 | Within six to twelve months, ninety percent of code would already be generated by A.I. | 在6到12个月内,百分之九十的代码已经由人工智能生成. |
| 97 | That has turned out to be wrong. | 这证明是错误的。 |
| 98 | Within six to nine months. | 六到九个月之内 |
| 99 | That was predicted last year. | 这是去年预测的。 |
| 100 | Fifty percent of entry jobs will be wiped out. | 50%的入职工作将被消灭. |
| 101 | That has proven to be wrong. | 这已证明是错误的。 |
| 102 | Let's see what else what else has proven to be wrong. | 看看还有什么其他的证明是错的 |
| 103 | I mean, all of these predictions have been wrong. | 我的意思是,所有这些预测都是错误的。 |
| 104 | Right. | 对 |
| 105 | And if you're a GPT two would be too unsafe to release that llama three would be too unsafe to release one. | 如果你是GPT 2,那会太不安全 无法释放那lama 3 会太不安全 无法释放一个。 |
| 106 | Yeah, we've heard the half of white collar jobs would be gone next year. | 是的,我们听说 一半的白领工作 明年会消失。 |
| 107 | Jobs apocalypse. | 工作启示录。 |
| 108 | Yeah, we have to take accountability. | 是的,我们必须承担责任。 |
| 109 | We have to take account for all of the stupid predictions that were made. | 我们必须考虑所有愚蠢的预测。 |
| 110 | Right. | 对 |
| 111 | Somebody has somebody has to take. | 有人得带人去 |
| 112 | And and so we ought to just keep track of all that. | 所以,我们应该 保持记录这一切。 |
| 113 | And of course, people do and remind us that those those predictions are inconsistent with ultimately America winning the A.I. | 当然,人们会提醒我们,这些预测 与最终美国赢得A. I. |
| 114 | race. | 种族。 |
| 115 | The short form for that is some people are saying, you know, they say trust the experts and they use the analog of covid, which again started with people that were researchers, educated people that had an asymmetric awareness of the thing that the rest of | 简而言之,有些人说, 相信专家, 他们用covid的类似物, 开始于研究者, 受过教育的人, 他们对于我们其他人没有说到最终结果的东西, 有不对称的认识。 |
| 116 | We find out in facts not to be true. | 我们发现事实并非如此。 |
| 117 | And so there's this war that's happening right now between the trust the experts movement and the you know, well, let's just look at the actual history of these predictions and let's just think more methodically. | 因此,现在在专家运动和你知道的信任之间 发生了一场战争, 让我们看看这些预测的实际历史, 让我们更有条理地思考。 |
| 118 | Where is this coming from? | 这是从哪里来的? |
| 119 | Because it's coming from inside the places that's actually making it like what do you think is the psychological makeup or what is the real incentive? | 因为它来自 里面的地方, 真正使它像是什么 你认为是心理化妆 或者什么是真正的激励? |
| 120 | Maybe it's a business incentive. | 也许这是商业刺激 |
| 121 | Maybe it's a political incentive. | 可能是一种政治刺激. |
| 122 | Can you just maybe guess or how do you how do you think about what why they're doing this? | 你能猜一下吗? 你怎么想他们为什么要这么做? |
| 123 | Well, first of all, I got to these are some of the most consequential companies in history, extraordinary engineers, extraordinary researchers, really fantastic work. | 首先,我得到了这些 历史上最有影响的公司, 杰出的工程师,杰出的研究人员, 非常出色的作品。 |
| 124 | On the one hand, I work very closely with them as companies, the companies on the other hand, we have to have conversations like this in public. | 一方面,作为公司,我与他们密切合作, 另一方面,我们必须在公众场合进行这样的对话。 |
| 125 | And it's really unfortunate. | 这是非常不幸的。 |
| 126 | And I think that that these these companies really ought to be built the way that we used to build companies, which is in silence. | 我认为,这些公司真的应该像我们以前那样 建造公司,这是默默的。 |
| 127 | Right. | 对 |
| 128 | You know, and so Jensen, you don't allow anybody in your organization to speak for the entire organization, especially when they're having like a bad weekend or they rage quit. | 所以Jensen 你不允许你的组织里的人代表整个组织说话 尤其是当他们周末过得很糟 或者他们生气的时候 |
| 129 | They're not allowed to tweet on your behalf and the organization's behalf. | 他们不允许代表你和组织的推特. |
| 130 | Because, well, that's that's what they decided when they came to work for us. | 因为,嗯,这就是他们决定 当他们来为我们工作。 |
| 131 | And we told them these are this is the way you behave when you work in our company. | 我们告诉他们,这是你的行为 当你在我们公司工作。 |
| 132 | And if you would like if you like the culture of our company, which, as you know, the Nvidia culture and the Nvidia employee base, incredibly happy. | 如果你喜欢我们公司的文化, 如你所知,Nvidia文化和Nvidia员工基地, 非常快乐。 |
| 133 | They like the fact that the company is consistent, that we're stable, that our core values are consistent with taking care of the families and creating the conditions by which they can do their life's work. | 他们喜欢这样的事实:公司是一贯的,我们是稳定的,我们的核心价值是符合照顾家庭,创造他们能够完成生活工作的条件的. |
| 134 | That we do meaningful work. | 我们做了有意义的工作。 |
| 135 | We do it. | 我们做到这一点。 |
| 136 | We do it as quietly as we can. | 我们尽量悄悄地做 |
| 137 | And we contribute to everybody else's success, which we're very proud of. | 我们为其他人的成功做出贡献,我们为此感到自豪。 |
| 138 | And so those kind of core values people are attracted to. | 所以这些核心价值被人们所吸引。 |
| 139 | But when you come and work in our company, there are also some things that we don't appreciate that you do. | 但是当你来我们公司工作时, 也有一些事情我们不欣赏你做的。 |
| 140 | Like, for example, we don't welcome political discourse in our inside our company. | 例如,我们不欢迎我们公司内部的政治言论。 |
| 141 | Take it home. | 带回家去 |
| 142 | You guys talk about politics outside the company. | 你们在公司外谈政治 |
| 143 | We we we are the company is an apolitical company. | 我们是一家非政治公司 |
| 144 | You know, we're bipartisan. | 你知道,我们是两党的。 |
| 145 | We want America to succeed. | 我们希望美国取得成功。 |
| 146 | And and we want we want whatever government is in place. | 我们想要任何政府的存在 |
| 147 | We'll do everything in our power to help America succeed. | 我们将竭尽全力帮助美国成功. |
| 148 | And so so the discourse about about about race and religion and politics and all of that stuff, we tell people do it outside the company. | 因此,关于种族、宗教、政治 和所有那些事情的论述, 我们告诉人们在公司之外做。 |
| 149 | It's not not for us in terms of maybe regulation than more narrowly. | 对我们来说 监管可能比狭义 |
| 150 | Satya was here this morning. | 萨特雅今早来过 |
| 151 | And what he said is, you know, before we talk about regulation that could really stymie things, why don't we just get some basics right? | 他说的,你知道, 在我们谈论监管之前, 我们为什么不只是得到一些基本的正确? |
| 152 | Why don't we get measurement right? | 为什么我们不把测量的正确? |
| 153 | Why don't we get standardization right? | 为什么我们不把标准化做对呢? |
| 154 | Where do you land on engineering? | 你在哪里降落的工程吗? |
| 155 | Right, right. | 对,对。 |
| 156 | Translate the research in a more predictable way so that we're not fear mongering. | 用更可预测的方式翻译研究 这样我们就不会害怕了 |
| 157 | Keep it inside until we're ready to expose it. | 保持里面,直到我们准备好曝光它。 |
| 158 | What do you think the right response is? | 你觉得正确的反应是什么? |
| 159 | You know, Demis had a proposal which was sort of this more Finra like organization. | 戴米斯有个提议 更像是芬拉的组织 |
| 160 | It's not clear what Daria wants this transnational mutated thing that has some sort of control. | 并不清楚Daria想要这跨国变异的东西 具有某种控制力 |
| 161 | Where do you land on this? | 你从哪里降落? |
| 162 | The sort of perspective of what what do we need right now? | 我们现在需要什么? |
| 163 | You know, regulation should solve actual problems. | 你知道,监管应该解决实际问题。 |
| 164 | And so the question is, what actual problems have we enjoyed? | 所以问题是,我们喜欢什么实际问题? |
| 165 | Right. | 对 |
| 166 | And and if you look at look at the actual problems, all of the actual problems so far have come from the labs. | 如果你看看实际的问题, 所有实际的问题都来自实验室。 |
| 167 | And the reason for that, the reason for that, and just in their defense, the reason for that is because they have the most compute. | 原因,原因, 原因, 仅仅在他们的辩护, 原因, |
| 168 | Right. | 对 |
| 169 | And the reason for that is because they're trying to solve the frontier problems. | 其原因是他们试图解决边界问题。 |
| 170 | And so in their defense, and so it's sensible that that the labs, the frontier labs will be where the most danger come from. | 因此,在他们的防守中, 并且非常明智的是,实验室,前沿实验室 将是最危险的来源。 |
| 171 | It is unlikely that a high school student did something because they just simply won't have enough compute. | 高中生不可能做一些事情 因为他们只是没有足够计算。 |
| 172 | Right. | 对 |
| 173 | And so it's unlikely that a startup will be the reason because they won't have enough compute. | 因此,启动不太可能是因为他们的计算不足的原因。 |
| 174 | It's it's you know, in fact, you could look across the planet and everybody won't have enough compute with the exception of the frontier labs. | 其实你可以看到整个星球 除了边疆实验室之外 每个人的计算都不够 |
| 175 | And so so now the question is, if you look at what actually happened and they're doing pioneering work, it's really very hard. | 所以,现在的问题是,如果你看看发生了什么, 他们正在做开拓性的工作, 这真的很困难。 |
| 176 | They're transitioning from research to engineering. | 他们从研究向工程过渡. |
| 177 | I could imagine and they're they're they're they're obviously building some of the most consequential technology and companies in the world. | 我可以想象,他们就是他们 他们显然正在建设一些 世界上最导致技术和公司。 |
| 178 | They're building their company. | 他们正在建立他们的公司。 |
| 179 | They're building their culture. | 他们正在建设自己的文化. |
| 180 | They're building the technology. | 他们正在建立技术。 |
| 181 | They're building engineering. | 他们在建筑工程 |
| 182 | They're building products all the same time. | 他们同时制造产品. |
| 183 | And so I can understand. | 这样我才能理解 |
| 184 | It's a little bit hair on fire. | 少许发着火. |
| 185 | But nonetheless, the four incidents from one lab, the one giant incident from the other lab, the first thing that you have to do is just root cause the problem from an engineering perspective. | 但是,尽管如此,一个实验室的四起事件, 一个巨大的事件, 另一个实验室的, 你要做的第一件事,只是从工程的角度来引起问题。 |
| 186 | What happened? | 发生了什么事? |
| 187 | What could we have done differently? | 我们该怎么办? |
| 188 | And what are we going to implement and institutionalize, whether it's technology or methods or processes, and make sure that we don't let it happen again? | 我们将要执行什么,并体制化,无论是技术还是方法或过程, 并确保我们不再让它发生。 |
| 189 | Now, I would bet you money that in every single one of those cases is within their control in the future to prevent it. | 现在,我敢打赌,你的钱, 在所有这些案件中, 每一个案件都是他们控制 在未来防止它。 |
| 190 | Because the alternative, if it's not in their control, and I'm sure that they are, I'm sure I'm sure that I'm sure those four incidents won't happen again. | 因为另一种选择,如果不在他们控制之下,而且我相信是,我相信那四起事件不会再发生. |
| 191 | I'm sure the root cause that have fixed it. | 定修之根因缘. |
| 192 | I'm sure they have now technology, much better technology for sandboxes and run times and monitors and continuous in continuous monitors. | 我敢肯定,他们现在有技术, 更好的技术 沙盒 运行时间和监视器 连续的监视器。 |
| 193 | And so I'm certain they have much, much better technology. | 所以我相信他们有更好的技术。 |
| 194 | Now, the alternative is also unlikely, which is for them to say, look, we had these incidents after we're done analyzing it. | 现在,其他的也不太可能, 对他们来说,我们分析完这些事情之后,就发生了。 |
| 195 | We came to the conclusion we don't know anything that happened. | 我们得出的结论是 我们不知道发生了什么 |
| 196 | And we have no idea how to control it. | 我们不知道如何控制它。 |
| 197 | And we're asking society for help. | 我们向社会求助 |
| 198 | Now, if that's the case, then we ought to, you know, a bunch of a bunch of companies with engineers ought to send engineers in. | 如果是这样,那么我们应该,你知道, 一群有工程师的公司 应该派工程师进来。 |
| 199 | I mean, and we should advise them if we can. | 我的意思是,我们应该建议他们 如果我们可以。 |
| 200 | But I doubt it. | 但我怀疑这一点。 |
| 201 | I think they have extraordinary people that got this handle. | 我认为他们有非凡的人 拥有这个把手。 |
| 202 | But we're not operating in a vacuum. | 但我们不是在真空中行动 |
| 203 | David, last night you informed me that there is a Chinese lab, the makers of GLM, who are going to put three billion towards a recursive self-improvement run. | 大卫,昨晚你告诉我 有一个中国实验室,GLM的制造者, 他们要投入30亿 进行递归自我改进。 |
| 204 | So maybe you could tee that up for Jim. | 所以,也许你可以把它给吉姆。 |
| 205 | Well, that's what was announced. | 嗯,这是宣布的。 |
| 206 | Yeah, Zipoo.com, the founder, just raised five billion and said that one of their priorities is going to be trying to get to recursive, you know, AI that trains the next day. | 是的,Zipoo.com,创始人,刚筹到了50亿, 并说他们的优先事项之一是 试图进行递归,你知道的, AI, |
| 207 | And to try and automate as much of that as possible. | 并尝试自动化 尽可能多的。 |
| 208 | Yeah, I think that this is the new sexy phrase. | 是的,我想这是新的性感短语。 |
| 209 | But as you guys know, RSI is a combination of a system of ideas. | 但你们知道 RSI是思想体系的组合 |
| 210 | It's it starts everything with in context stuff. | 它从背景开始 |
| 211 | It starts with skills. | 以技能为始. |
| 212 | It starts with reflection. | 它从反射开始。 |
| 213 | It starts with, you know, reinforcement learning and synthetic data generation. | 它从强化学习和合成数据生成开始。 |
| 214 | And these are all very sensible ideas that causes AI to get better at solving a problem, you know, over time. | 这些都是非常明智的想法, 使得AI能够更好地解决一个问题, 你知道,随着时间的推移。 |
| 215 | And you could also have low rank and all of that stuff doesn't include the weights. | 而且你也可以有低级别 所有的东西都不包括重量。 |
| 216 | You could actually improve the weights and it's called Laura. | 你实际上可以提高体重,它叫劳拉。 |
| 217 | Laura could be could be improved and synthetic data generation, reinforcement learning, enhance it without training the base model itself. | 劳拉可以改进和合成数据生成,强化学习,在不培训基模型本身的情况下增强. |
| 218 | And then over time, you could train the base model again with all of that experience. | 随着时间的推移,你可以再用所有的经验训练基地模型。 |
| 219 | And so I think I think it's a sensible thing that that you're going to use the technology to enhance productivity of all kinds of tasks, including building AI. | 所以我想,我认为这是一件明智的事情, 你要利用这个技术来提高各种任务的生产率, 包括建立AI。 |
| 220 | I think that's a very logical idea. | 我认为这是一个非常合乎逻辑的想法。 |
| 221 | And I'm certain that everybody is using it in some degree. | 我敢肯定,每个人都在使用它 在某种程度上。 |
| 222 | It's just this phrase is now being used to weaponize the technology in some way. | 只是这个短语现在被用来以某种方式将技术武器化. |
| 223 | As if it's going to spiral out of control is the impression they're trying to give. | 好像要失控了 他们想给的印象 |
| 224 | But you don't believe that. | 但你不相信这一点。 |
| 225 | No, no, of course not. | 不,不,当然不是。 |
| 226 | And the reason for that is because you could RSI all day long inside your company. | 原因就在于你可以整天在公司里做RSI |
| 227 | But when you release a product, you've got to evaluate it, don't you? | 但是,当你发布一个产品, 你必须评估它,不是吗? |
| 228 | You have to test it again, don't you? | 你得再试一次,不是吗? |
| 229 | You have to make sure that there's no regression. | 你必须确保没有倒退。 |
| 230 | Right. | 对 |
| 231 | And so the basic process of control, these labs are going to as they move from labs to engineering, they will have much, much better control. | 所以控制的基本过程, 这些实验室在从实验室转移到工程的时候, 将会有更好的控制。 |
| 232 | Right. | 对 |
| 233 | And when they have much better control, control comes from methods and knowledge and practice and tools and technology. | 当它们有更好的控制时,控制来自方法、知识和实践以及工具和技术。 |
| 234 | All of those things that lead to better control, verification and evals. | 所有这些导致更好的控制、核查和测试。 |
| 235 | It's going to enable RSI to be done inside the company and for good products to be released outside. | 这将使RSI能够在公司内部完成,并让好的产品在外部发布. |
| 236 | Let's talk about open source for a second. | 聊开源一时. |
| 237 | I mean, this hugging face, we were communicating about this and I said it's going to be one of the most consequential acquisitions. | 我的意思是,这个拥抱的面孔, 我们正在沟通 关于这一点,我说这将是 一个最结果的收购。 |
| 238 | I don't even want to call it a transaction because I think it's more important than that. | 我甚至不想把它称为交易,因为我认为它比那更重要. |
| 239 | Give us your first principles explanation of open source versus closed source versus open weights and how the ecosystem should fit together over time. | 给我们第一个原则 解释开源与闭源 和开源权重 以及生态系统应如何融合 随着时间的推移。 |
| 240 | The world needs both closed models and open models. | 世界既需要封闭模型,也需要开放模型. |
| 241 | You want you want to use I use as much closed models as I can this weekend. | 你想用我这个周末 尽可能多的封闭模型 |
| 242 | I use four of them and and they work terrifically. | 我用其中的4个,它们的工作非常出色。 |
| 243 | They're frontier. | 它们是边疆. |
| 244 | They're great experience. | 他们是伟大的经验。 |
| 245 | They write. | 他们写作。 |
| 246 | They work incredibly well. | 他们的工作非常出色。 |
| 247 | They're getting better all the time. | 他们越来越好。 |
| 248 | And the way I think about closed closed closed models is kind of like bottled water. | 我对封闭式封闭模型的看法 有点像瓶装水 |
| 249 | You know, water is free. | 你知道,水是免费的。 |
| 250 | You guys, I don't know if I've told you guys, but water is free. | 你们,我不知道我有没有告诉你们, 但水是免费的。 |
| 251 | I don't want to burst everybody's bubble. | 我不想打破每个人的泡沫。 |
| 252 | But water is free. | 但水是免费的。 |
| 253 | And this morning I used a lot of free water taking a shower. | 今早我用了很多免费水洗澡 |
| 254 | And so you use the right water in the right places. | 所以用正确的水 在正确的地方。 |
| 255 | And this is no different than electricity. | 这和电力没什么不同 |
| 256 | This is no different than all kinds of commodities that we use in the world. | 这和我们在世界上使用的各种商品没有什么不同。 |
| 257 | You need both. | 两者都需要 |
| 258 | Now, in the case of open, the reason why you need it is because it could be for sovereignty reasons, privacy reasons, proprietary technology reasons. | 现在,在开放的情况下,你之所以需要它,是因为可能是出于主权,隐私,专有技术等原因. |
| 259 | Look at the facts. | 看看事实 |
| 260 | The facts are in the last six months, four hundred billion dollars of venture funding went into a native companies. | 事实就是过去六个月 4千亿美元的风险投资投向了一家本土公司 |
| 261 | Eighty percent of them use open models. | 其中80%使用开放式模型. |
| 262 | If not for open models, how could they build their dream? | 如果没有公开的模型,他们怎么能建立自己的梦想呢? |
| 263 | Right. | 对 |
| 264 | Because their dream could be different. | 因为他们的梦想可能不同 |
| 265 | Obviously, you'll be different than the labs, the frontier labs dreams. | 显然,你和实验室不同, 前沿实验室梦想。 |
| 266 | And there's America has so many different ways to innovate. | 美国有很多不同的创新方式 |
| 267 | That's one of our core strengths. | 这是我们的核心优势之一。 |
| 268 | Great ideas just coming out of the fountains. | 喷泉里涌出一些好主意 |
| 269 | And so open models enables that open models enables every single. | 所以开放的模型可以使 开放的模型能够使每一个单。 |
| 270 | If we want to win the race, it's not about a few technology companies winning the race. | 如果我们想赢得比赛,那与少数科技公司赢得比赛无关. |
| 271 | It's about every company in America, every company, every industry, every researcher, every teacher, every student, every startup. | 讲述的是美国每一个公司,每一个公司,每一个行业,每一个研究者,每一个老师,每一个学生,每一个创业者. |
| 272 | Everybody wins. | 每个人都赢了。 |
| 273 | Some of them will use close models. | 其中一些会使用近距离模型. |
| 274 | A lot of them will use open models. | 很多人会使用开放式模型. |
| 275 | There's 10 million. | 有一千万亿. |
| 276 | Let me just ask, does it matter if the model, the open models come from China or the U.S.? | 让我问问,如果模型,开放模型来自中国还是美国,这有关系吗? |
| 277 | Well, we're doing everything we can to make a contribution in open models. | 我们正在竭尽所能 在开放模式中做出贡献。 |
| 278 | However, the moment you download life, for example, probably the vast majority of the world's contribution to open source today is coming from China. | 然而,你下载生命的那一刻, 比如说,今天世界上绝大部分对开放源代码的贡献可能来自中国。 |
| 279 | They just have a lot more engineers. | 他们只是有更多的工程师。 |
| 280 | They produce everything in large scale because it's a larger country. | 他们大规模生产一切,因为它是一个更大的国家. |
| 281 | And so they produce science and math students in volume. | 因此,他们产生了 科学和数学学生的数量。 |
| 282 | That's one of our disadvantages. | 这是我们的缺点之一。 |
| 283 | They're manufacturing them through amazing universities like Tsinghua University in high volume. | 他们通过清华大学等惊人的大学大量制造. |
| 284 | Well, they contribute open source today. | 嗯,他们贡献了开放源码今天。 |
| 285 | 我们下载Linux。 | |
| 286 | 我们下载Kubernetes。 | |
| 287 | We download all the software. | 我们下载所有软件。 |
| 288 | A lot of it has been touched by Chinese. | 不少被中国人感动. |
| 289 | And once you download it, it's yours. | 一旦你下载它,它是你的。 |
| 290 | We fork it. | 我们用叉子 |
| 291 | We improve it. | 我们改进它。 |
| 292 | We make it ours. | 我们做我们的。 |
| 293 | And so we when you download one of these Chinese models, it just happens to be made by some really great researchers in China. | 所以当你下载其中一种中国模型时, 它恰好是由中国一些优秀的研究人员制作的。 |
| 294 | But it's now yours, whatever you want to do with it. | 但现在它是你的了 无论你想怎么处理它 |
| 295 | So what exactly is the race? | 比赛到底是什么? |
| 296 | The race? | 比赛? |
| 297 | Yeah, I think that's that's a really good point. | 是啊,我觉得这是个很好的观点。 |
| 298 | My point is the race is really about who exploits the technology best. | 我想说的是 这场比赛真正涉及谁最能利用技术 |
| 299 | You know, the last Industrial Revolution, all of the inventors were Maxwell, Volta, Ampere. | 上次工业革命,所有发明家都是马克斯韦尔,沃尔塔,安佩尔. |
| 300 | None of them were American. | 没有一个是美国人。 |
| 301 | They were right. | 他们是对的。 |
| 302 | The last Industrial Revolution came from Europe, but we exploited it. | 上一次工业革命来自欧洲,但我们利用了它。 |
| 303 | We took advantage of it socially better than anybody else in the world. | 我们利用它的社会优势 比世界上任何人。 |
| 304 | And look how it turned out for us. | 看看结果如何 |
| 305 | I want to make sure that this next generation happens just like this. | 我想确保这下一代 就是这样发生的。 |
| 306 | Yeah. | 对 |
| 307 | So why are the communists getting their message out so successfully here right now? | 那么,为什么共产主义者 得到他们的信息 如此成功在这里现在? |
| 308 | You know, I think, first of all, the narrative is much more practical. | 你知道,我认为,首先, 叙述更实用。 |
| 309 | The narrative is much more practical. | 叙事更为实用. |
| 310 | Nobody's in China is saying that there's end of this and end of that and, you know, cataclysmic this and, you know, do more that do more that. | 在中国没有人会说, 这件事有结束,还有结束,你知道, 催化这个,你知道,做更多的,做更多的。 |
| 311 | They're much more pragmatic about it. | 他们对此更加务实. |
| 312 | They see AI as a technology that's going to advance their economy, advance society. | 他们将AI视为将推进经济,推进社会的技术. |
| 313 | And they don't have these these groups who are basically saying it's going to end civilization. | 他们没有这些团体 基本上说文明会结束。 |
| 314 | And we're making it up. | 我们正在编造它。 |
| 315 | The part that is frustrating is if it was true, if it was true, then we ought to talk about it and go do something about it. | 令人沮丧的是,如果这是真的,如果这是真的,那么我们应当谈论一下,去做点什么。 |
| 316 | Even even if it's true, we ought to spend more time doing something about it than worrying a bunch of people who can't do anything about it. | 即使是真的,我们还是应该花更多的时间 做一些事情,而不是担心一群人 谁不能做任何事情。 |
| 317 | It's our job to build it right. | 我们的工作就是把它建好 |
| 318 | And that's never been a point in history where so many people have so vehemently said something that is so untrue. | 这在历史上从未有过如此众多的人 如此强烈地说出如此不真实的话。 |
| 319 | And they're measurably they're they're actually demonstrably untrue. | 并且它们几乎是真实的。 |
| 320 | And it actually makes sense. | 这其实是有道理的。 |
| 321 | It's untrue. | 这不是真的 |
| 322 | It's not based on science. | 不以科学为本. |
| 323 | It's not based on research. | 并非基于研究. |
| 324 | Everything that's based on science and research proves otherwise a fear of the frontier. | 所有基于科学和研究的东西 都证明了对边界的恐惧 |
| 325 | Humans have never been there. | 人类从来没有去过那里。 |
| 326 | We've never seen it. | 我们从来没有见过它。 |
| 327 | Therefore, we're scared of it. | 因此,我们害怕它。 |
| 328 | And therefore, it's easy to tell everyone. | 因此,很容易告诉大家。 |
| 329 | And I think it could be life experience as well, David. | 我认为这也可能是生活经验,大卫。 |
| 330 | So let me give you an example. | 让我举个例子。 |
| 331 | When I first graduated from school, I was an engineer and I didn't do that much typing. | 当我刚从学校毕业的时候,我是一个工程师,我没有做那么多打字。 |
| 332 | And the reason for that is because I was the first generation before software software became popular. | 之所以如此,是因为我是软件流行前的第一代。 |
| 333 | We had to go build the computers that make software possible. | 我们不得不去建造计算机 使软件成为可能。 |
| 334 | Could you imagine in this generation, every single engineer who came into the world of engineering, you spend all your time typing. | 你能想象这代人 每一个进入工程世界的工程师 你都会花时间打字 |
| 335 | Literally, that's what you do when you get a job. | 从字面上讲,你得到一份工作就是这么做的. |
| 336 | They give you a laptop. | 他们给你一台笔记本电脑。 |
| 337 | They give you a chair and you start typing. | 他们给你一把椅子 你就开始打字 |
| 338 | You type all day long. | 你打字一整天。 |
| 339 | You type from the moment you wake up to the moment. | 你从醒来的那一刻开始打字 |
| 340 | Well, there was engineering before typing. | 嗯,有工程 在打字之前。 |
| 341 | Right. | 对 |
| 342 | And so so can you imagine that the world has a mound of engineering work to do where most of it is not typing anymore? | 所以,你能想象世界有一堆工程工作 来做大部分不再打字的事吗? |
| 343 | Sure. | 当然 |
| 344 | We were we had busy engineers before typing. | 我们在打字前 有很多工程师 |
| 345 | I think we're going to do a lot of great engineering after typing. | 我想我们在打字后 会做很多伟大的工程 |
| 346 | When I say typing, I mean coding. | 我说打字时,是指编码. |
| 347 | I mean, and so even at Nvidia, when software engineers talk to me, I tell them you're just typing. | 我的意思是,所以即使在Nvidia, 当软件工程师跟我说话, 我告诉他们你只是打字。 |
| 348 | I've been saying that forever, but obviously for fun. | 我一直这么说 但显然是为了好玩 |
| 349 | And I tell them my favorite key is backspace. | 我告诉他们我最喜欢的钥匙是后太空 |
| 350 | And and the reason for that is because the best software is the smallest software. | 之所以如此,是因为最好的软件是最小的软件。 |
| 351 | Yeah, I want you to use backspace. | 是的,我要你用回旋空间 |
| 352 | Let's actually talk about Nvidia. | 我们来谈谈恩维迪亚 |
| 353 | 让我们把Nvidia拆掉 | |
| 354 | So teardown meaning just explain the pieces because there's a lot of strategy at play. | 拆掉的意思只是解释这些片段,因为有很多策略在玩. |
| 355 | Let's start at the absolute bottom. | 从绝对的底部开始 |
| 356 | So, oh, no, this is not planned, but we know who it is. | 所以,哦,不,这不是计划, 但我们知道是谁。 |
| 357 | Oh, no, no, Mr. President. | 哦,不,不,总统先生。 |
| 358 | Oh, yes, sir. | 哦,是的,长官 |
| 359 | I got to tell you something. | 我得告诉你一件事。 |
| 360 | I if it wasn't because of you calling, I would I'm on stage with the besties. | 如果不是因为你打来电话 我就会和最佳女配角一起上台 |
| 361 | I'm on stage with the besties. | 我在舞台上与最爱。 |
| 362 | I'm on stage with sex. | 我在舞台上做爱。 |
| 363 | Yeah. | 对 |
| 364 | You know, the whole group. | 你知道,整个团体。 |
| 365 | Yeah. | 对 |
| 366 | Jason's here. | 杰森来了 |
| 367 | Jamad's here. | 贾马德来了 |
| 368 | David, David is here. | 大卫,大卫来了 |
| 369 | Yeah. | 对 |
| 370 | I'm sitting in front of a few thousand people. | 即坐众千人前. |
| 371 | And we're talking as it turns out, we were we were talking about you. | 我们是在谈论你 |
| 372 | Good job, sir. | 干得漂亮 长官 |
| 373 | Good job. | 干得不错 |
| 374 | The fact that you saw through all of that, I mean, there's a lot of complexity. | 你所看到的这些, 我的意思是,有很多复杂。 |
| 375 | And the fact that a matter you saw through all of that. | 事实是,一个事情 你看到了这一切。 |
| 376 | And we're all just really grateful. | 我们都非常感激 |
| 377 | Tell him I said hi. | 告诉他我打过招呼 |
| 378 | Do you want to say hi to the crowd? | 你想跟观众打个招呼吗? |
| 379 | Jason would like Jason would like to put you on the even Jason speaker mode. | 杰森希望杰森能让你进入连杰森的演讲模式 |
| 380 | How do we put how do we put on POTUS? | 我们怎么把总统套上? |
| 381 | And put them on speaker speaker. | 把它们放在扬声器上。 |
| 382 | Yeah. | 对 |
| 383 | Right into the microphone. | 右进入麦克风。 |
| 384 | Hang on a second. | 等一会 |
| 385 | Hold on, sir. | 等一下,长官 |
| 386 | We're getting a microphone. | 我们得到一个麦克风。 |
| 387 | Mr. President, you're now talking to the planet. | 总统先生 你现在在和地球说话 |
| 388 | The great thing about life is that Jensen can develop the most complex computer ship in the world that nobody can copy for 10 years. | 生命的伟大之处在于,詹森可以开发出世界上最复杂的电脑飞船,在十年内没有人可以复制. |
| 389 | But he can't figure out how to put me on speaker. | 但他无法想出怎么让我开扬声器 |
| 390 | So it's almost this conspiracy. | 所以几乎就是这个阴谋 |
| 391 | And the happiest group is China. | 而最幸福的团体是中国. |
| 392 | And China is very happy. | 而中华极乐. |
| 393 | And I could even say in the country, a lot of states are happy that weren't going to get anything because they're being inundated by people that want to be there. | 我甚至可以说,在这个国家,很多州都很高兴,它们不会得到任何东西,因为它们被想在那里的人淹没。 |
| 394 | But now all of a sudden you see they're building in Finland. | 但现在你突然看到他们在芬兰建造。 |
| 395 | They want to build one. | 他们想要建造一个。 |
| 396 | Google wants to build a big one in Finland, which I'm not happy about because they were unable to get permitting. | Google想在芬兰建造一个大型的,我对此不满意,因为他们无法获得许可. |
| 397 | And I'm telling you, it's all a hoax. | 我告诉你,这都是个骗局。 |
| 398 | The data centers are great and they make people wealthy and they make states wealthy. | 数据中心很棒,让人们富裕,让国家富裕。 |
| 399 | And it's the oil of the next 20, 25 years. | 而后二十,二十五年间的油. |
| 400 | It's bigger than the Internet and the A.I., you know, much more so. | 比互联网和人工智能还大得多 |
| 401 | And they're just playing right into the hands of a lot of people that don't want to see it happen. | 而他们只是玩 右手在很多的人 不想看到它发生。 |
| 402 | And that could be political people. | 这可能是政治人物。 |
| 403 | It could also be China. | 也可能是中国。 |
| 404 | And we're not going to let that happen. | 我们不会让这种事发生的 |
| 405 | It's a it's a hoax. | 谓其恶业. |
| 406 | And you're right. | 你说得对 |
| 407 | We're not going to let that happen, sir. | 我们不会让这发生,先生。 |
| 408 | Now, we're not going to let it happen. | 现在,我们不会让它发生。 |
| 409 | No bots are not going to be taking over the world. | 没有人会占领世界 |
| 410 | And that's not going to happen. | 然则不可得也. |
| 411 | You know, my uncle was the top, probably maybe the best of all time, frankly, but professors at MIT for 41, 42 years and known as being one of the most brilliant men. | 你知道,我叔叔是顶级的, 也许是最好的时间,坦率地说, 但教授在麻省理工学院41,42年, 并被称为 最杰出的人之一。 |
| 412 | And he was he was there for 41 years as the top. | 他在那里当了41年的顶级 |
| 413 | He was like at the top, top of the ladder, top of did many things. | 他像在顶端, 梯子顶端, 顶端做了很多事情。 |
| 414 | Jensen knows all about it, but did many things. | Jensen知道这一切 但做了很多事情 |
| 415 | So I have a little genetic, a little genetic strength, if you believe in the research theory. | 所以我有一点遗传力,一点遗传力, 如果你相信研究理论的话。 |
| 416 | I have genetics like that. | 我有这种遗传学 |
| 417 | That explains why you know so much about A.I. | 所以你才这么了解人工智能 |
| 418 | Well, I know about A.I. | 嗯,我知道关于A. I. |
| 419 | I know I also have common sense about A.I. | 我知道我对人工智能也有常识 |
| 420 | The robots will not be taken over. | 机器人不会被接管的 |
| 421 | The A.I. | 人工智能(A. I. |
| 422 | will not be taken over the rest of the world. | 也不会被世界所占据 |
| 423 | The whole thing is a hoax. | 整件事都是骗局 |
| 424 | Now, with that, we have to be a little bit careful. | 现在,这样的话,我们必须小心一点。 |
| 425 | We have to very be, you know, we have to do things and we have to do them prudently. | 我们必须非常,你知道,我们必须做一些事情,我们必须谨慎地去做。 |
| 426 | But that doesn't mean we're going to stop an industry because, you know, as we work on the next 10 years about how to destroy it. | 但这并不意味着我们要阻止一个工业, 因为,你知道,当我们在未来十年里 研究如何摧毁它。 |
| 427 | So I'm with you all the way. | 故与诸人俱. |
| 428 | I didn't even know how you felt about it. | 我甚至不知道你对这件事的感受 |
| 429 | I assumed you felt the same way as me. | 我猜你跟我的感觉一样 |
| 430 | Yes. | 对 |
| 431 | And we're going to lead. | 而将领之. |
| 432 | And I have an expression. | 我有话要说 |
| 433 | It's whoever wins, A.I. | 谁赢谁赢,A. I. |
| 434 | wins. | 赢了。 |
| 435 | That's how big it is. | 何等为大. |
| 436 | It's bigger than the Internet. | 比互联网还大. |
| 437 | And whoever wins, A.I. | 不管谁赢了 A. I. |
| 438 | wins. | 赢了。 |
| 439 | And we can't let this kind of stuff happen. | 我们不能让这种事发生 |
| 440 | And that includes very much includes data centers. | 这包括很多数据中心。 |
| 441 | There are communities that we're dying that have data centers right now. | 有一些社区,我们濒临死亡 现在有数据中心。 |
| 442 | And now they're wealthy communities, really wealthy communities. | 现在,他们是富裕的社区, 非常富裕的社区。 |
| 443 | We're going to make sure that we're going to make sure that everybody we're going to make sure that everybody wins in the A.I. | 我们要确保每个人都能在人工智能中获胜 |
| 444 | race in America. | 美国的种族。 |
| 445 | Every industry, every company, every state, every people. | 每个行业,每个公司,每个州,每个民族. |
| 446 | Good. | 不错 |
| 447 | Well, I feel strongly about it. | 嗯,我强烈地感到这一点。 |
| 448 | And I have the position that can do something about it. | 我的立场是能够有所作为的。 |
| 449 | We're not going to let that stuff happen. | 我们不会让这种事发生的 |
| 450 | So I have no idea who's at the meeting. | 所以我不知道是谁在开会 |
| 451 | I have no idea who the hell I'm talking to. | 我不知道我在跟谁说话 |
| 452 | Did you did you hear that? | 你听到了吗? |
| 453 | Did you hear that? | 你听到了吗? |
| 454 | Thousands of people are clapping for you. | 成千上万的人为你鼓掌。 |
| 455 | So all I know is the Jensen. | 我只知道詹森号 |
| 456 | But he's done an amazing job. | 但是他做了一个惊人的工作。 |
| 457 | And David has done an amazing job. | 大卫做了一个惊人的工作。 |
| 458 | And good luck to everybody. | 祝大家好运 |
| 459 | And we're going to stay with the future. | 则与未来相续. |
| 460 | The country has never done better. | 国家从未如此出色。 |
| 461 | We have 20 trillion dollars of investment coming into the country. | 我国有20万亿投资进入我国. |
| 462 | And that's as opposed to much less than one trillion under sleepy Joe Biden. | 这和睡着的乔·拜登下不到一万亿的情况相比. |
| 463 | And that was for four years. | 那已经四年了 |
| 464 | This is in one year. | 这是一年之内。 |
| 465 | So, you know, it's really the country is the country has never seen anything like it. | 所以,你知道,这是真正的国家 是国家从来没有见过这样的事情。 |
| 466 | And we're going to keep it going. | 并令不断. |
| 467 | And so thank you all very much. | 所以,非常感谢大家。 |
| 468 | Thank you. | 谢谢 |
| 469 | Thank you, Mr. President. | 谢谢你,总统先生。 |
| 470 | Thank you. | 谢谢 |
| 471 | I'll call you back later. | 晚点再打给你 |
| 472 | Thank you, Mr. President. | 谢谢你,总统先生。 |
| 473 | Thank you. | 谢谢 |
| 474 | I thought that was unique. | 我认为这是独特的。 |
| 475 | I thought it was a bit. | 我以为是有点 |
| 476 | Did you know that was happening? | 你知道吗? |
| 477 | I thought it was a bit. | 我以为是有点 |
| 478 | You thought it was a lie? | 你以为那是谎言? |
| 479 | No, it's real. | 不,这是真的。 |
| 480 | I thought it was a bit at first. | 初以为有一点. |
| 481 | And I was like, put it on speakerphone. | 我当时想,把它放在扬声器上。 |
| 482 | Wow. | 珃 |
| 483 | And he calls you. | 他打电话给你 |
| 484 | But how do you how do you he calls you any hour of the night? | 你怎么称呼你 任何小时晚上? |
| 485 | Right. | 对 |
| 486 | Well, we were we were in the we were in the Oval that time when he called you. | 那次他打电话给你时 我们在奥瓦尔 |
| 487 | I was sleeping. | 我在睡觉。 |
| 488 | I was asleep. | 我睡着了。 |
| 489 | And he like said, wake him up. | 他喜欢说,叫醒他。 |
| 490 | I felt so bad because he's like, who's coming to this dinner? | 我感到如此糟糕 因为他喜欢, 谁来参加这个晚餐? |
| 491 | And we go through the list. | 我们看看名单 |
| 492 | He's like, well, what about Jensen? | 他就像,嗯,那詹森怎么办? |
| 493 | I said, no, sir, he's on vacation because he had to postpone this vacation for five years. | 我说,不,先生,他在度假 因为他不得不推迟 5年的假期。 |
| 494 | And he's like, get him on the phone. | 他就像,让他打电话。 |
| 495 | But why do you think he sees through the hoax? | 但你认为他为什么要通过骗局? |
| 496 | It's this is the thing. | 就是这个 |
| 497 | It's really quite an extraordinary thing. | 这真是一件了不起的事。 |
| 498 | It was it's polling minus 80. | 这是投票减80。 |
| 499 | So for anyone else that's sitting in the Oval Office, you're going to do what's popular. | 因此,对于其他坐在椭圆形办公室的人,你会做流行的. |
| 500 | You're representing the people. | 你代表着人民 |
| 501 | This is what everyone wants. | 这是每个人都想要的。 |
| 502 | They want to shut down the data centers and AI. | 他们想关闭数据中心和AI. |
| 503 | It seems to be the popular thing in the moment. | 这似乎是目前流行的东西. |
| 504 | But he says it's a hoax and he calls it. | 但是他说这是个骗局,他称之为"骗局". |
| 505 | How does he do that? | 他怎么会这样? |
| 506 | I got to tell you, I'm not sure. | 我得告诉你,我不确定。 |
| 507 | And the reason for that is because a lot of people are falling for it. | 之所以如此,是因为很多人都爱上它。 |
| 508 | And so the fact of matters, it's complicated. | 所以事情的真相是复杂的。 |
| 509 | You know, at first, I mean, if you look at the story, if you look at the stories, it's all anchored on two things. | 起初,我的意思是,如果你看故事, 如果你看故事,它都基于两件事。 |
| 510 | The first thing that it was anchored on was national security. | 它首先要依靠的是国家安全。 |
| 511 | And recently, that was all blown blown to bits. | 最近,一切都被炸成碎片。 |
| 512 | And so no, that story is no longer anchored on national security. | 因此,这个故事不再以国家安全为基础。 |
| 513 | Now it's anchored on safety. | 现在它锚定在安全上。 |
| 514 | Now, if you want AI to be safe, the first thing is we need to make sure that the the labs that are building it are in control, that they're they're good tests for them. | 现在,如果你想要AI的安全,第一件事是我们需要确保 正在建造它的实验室是控制, 他们是很好的测试他们。 |
| 515 | If we would like to have third parties to to make sure that a third party evaluated third party evaluators are available, that's no different than financial control. | 如果我们想让第三方 确保第三方评估 第三方评估员可用, 这与财务控制没有区别。 |
| 516 | You guys know we have auditors and the auditors are quite quite they don't have to be as expert as we are in our business, but they just have to ask the right questions. | 你们知道我们有审计师 审计师也相当的好 他们不需要像我们这样专家 但他们只需要问正确问题 |
| 517 | And I think I heard somebody say that it's good to have independent auditors or evaluators, but they just have to have multiple. | 我听到有人说 拥有独立审计员或评估员是件好事 但他们需要多个 |
| 518 | I agree with that, too, just as there's multiple evaluated and auditors. | 我也同意这一点, 就像有多个评估和审计员一样。 |
| 519 | It makes sure that one company doesn't become, you know, pill or somehow influenced for whatever reason. | 它确保一个公司不会成为,你知道的, 丸或不知何故的影响。 |
| 520 | And so, you know, there's a lot of different ways that you could solve this. | 所以,你知道,有很多不同的方式 你可以解决这个问题。 |
| 521 | And so I think the number one thing is let's build the technology safely. | 所以,我认为最重要的事情是 让我们安全地建造技术。 |
| 522 | Let's make sure that the testing of it is safe. | 确保测试安全 |
| 523 | And I recognize completely that that what what is being built is extraordinary. | 我完全认识到,正在建设的东西是非同寻常的。 |
| 524 | But these are extraordinary companies, and we ought to hold them to to extraordinary standards and that they want to be. | 但是,这些公司是非凡的, 我们应该让他们达到超乎寻常的标准, 他们想要成为。 |
| 525 | And I want to be I wanted to go back to open source for a second. | 我想成为我想回到开源的一秒钟。 |
| 526 | A year ago, we weren't taking it very seriously. | 一年前,我们没有认真对待它。 |
| 527 | It was two years, 18 months behind. | 是两年,18个月后。 |
| 528 | But one thing that, you know, one of the as you guys know, one of the challenges when you're on the call with President Trump, it's hard to say something. | 但是,有一件事,你知道, 你们知道之一, 一个挑战 当你在与特朗普总统的电话, |
| 529 | I'm going to get in trouble for that. | 我会惹上麻烦的 |
| 530 | I'm sure he's going to call me up on that. | 我肯定他会打电话给我 |
| 531 | But anyhow, what I was going to tell him and all of you is that A.I. | 但无论如何,我打算告诉他 和你们所有人是A. I. |
| 532 | is creating an enormous number of jobs. | 正在创造大量就业机会。 |
| 533 | The thing that he wanted more than anything at the beginning of the administration and that my first phone call with him my first time I met him is that he wants to create jobs in America. | 他最想要的就是 在政府成立之初 我第一次和他通电话时 |
| 534 | He wants to reindustrialize the United States. | 他想让美国重新工业化 |
| 535 | He wants to make sure that the United States has the energy to support the next industrial revolution without energy. | 他希望确保美国有能量支持下一次没有能量的工业革命. |
| 536 | There's no industrial growth. | 没有工业增长. |
| 537 | And so he wants to make sure that there's energy growth, that there's job growth, that the reindustrial we're reindustrializing the supply chain. | 因此,他想要确保能源增长,就业增长, 以及我们重新工业化的供应链。 |
| 538 | Look at everything that we're doing right now. | 看看我们现在所做的一切 |
| 539 | All of it is happening right now as we speak. | 所有这一切正在我们发言的时候发生。 |
| 540 | We're creating more jobs than ever. | 我们创造的就业机会比以往任何时候都多。 |
| 541 | We're creating software jobs. | 我们正在创造软件工作。 |
| 542 | We were just talking about earlier four hundred billion dollars of venture financing went into the industry just recently. | 我们刚刚谈论的是 早期的4千亿美元的风险融资 刚刚进入了这个行业。 |
| 543 | Yeah, six months. | 是的,六个月。 |
| 544 | Well, that's created a ton of jobs. | 这创造了很多工作 |
| 545 | That's created a ton of jobs. | 这创造了很多工作 |
| 546 | It's created, you know, obviously enormous amount of demand for compute, which I'm happy about, which is also which is also creating a lot of demand for data centers. | 它创造了,你知道,很明显, 大量的对计算的需求, 我很高兴, 这也是创造 大量的对数据中心的需求。 |
| 547 | And we ought to talk about that. | 我们应该谈谈这个问题。 |
| 548 | I think I was just I was talking to Governor Abbott of Texas and he was he was he wants to appeal to the industry to make sure that we are we are empathetic to the small communities as we're building data centers all across America just to be better liste | 我想我只是在跟德克萨斯州州长阿博特说话 他是想呼吁业界 确保我们是小社区的人 因为我们正在美国各地建立数据中心 只是为了成为更好的听众 |
| 549 | Let's actually talk about that for a second. | 让我们谈谈这个 |
| 550 | What's incredible about Nvidia, if you if you break down the component parts is you've effectively had to become the bank of AI to get the ecosystem going. | Nvidia的不可思议之处在于 如果你把组件拆散了 你就必须成为人工智能的库 才能让生态系统发展下去 |
| 551 | And you've had to do it at all the levels. | 亦须各处修行. |
| 552 | You know, you just did this thing with cloverleaf where you're doing land power shell. | 你知道,你刚做了这件事 与丁香叶 在那里你做土地动力壳。 |
| 553 | You did this great thing with BlackRock and Goldman and all these folks to to essentially create the financing capability. | 你和BlackRock和Goldman 以及所有这些人一起做了一件伟大的事 来创造融资能力 |
| 554 | Walk us through your capital allocation strategy. | 告诉我们你的资本分配策略 |
| 555 | What has to happen to get a broader ecosystem folks to be able to come in and underwrite this next phase? | 要让更广泛的生态系统居民 能够进入下一个阶段并承担这个任务 会发生什么? |
| 556 | Well, we're we're creating, as you guys know, this is a new industrial revolution. | 我们正在创造,你们知道, 这是一场新的工业革命。 |
| 557 | And and every aspect of it is true. | 它的每一个方面都是真实的。 |
| 558 | This new industry requires manufacturing just as just as the electricity, Internet and now AI. | 这个新产业需要制造业,就像电力,互联网和现在的AI一样. |
| 559 | We power anything we can find anything. | 我们掌握一切能找到的东西 |
| 560 | Now with AI, we can ask and know anything. | 现在用人工智能,我们可以问和知道任何事情。 |
| 561 | Isn't that right? | 是吗? |
| 562 | And so that's our future. | 这就是我们的未来 |
| 563 | We tap into the ether and we can ask it of anything we want and explain it to us. | 我们钻进乙醚 我们可以问它任何我们想要的东西 并解释给我们听。 |
| 564 | Now, in order for that to happen, it's got to produce the intelligence. | 现在,为了做到这一点,它必须产生情报。 |
| 565 | And so that's a production process, which is the reason why this infrastructure has to get built. | 因此,这是一个生产过程, 这就是为什么这个基础设施必须建造。 |
| 566 | But once you get the infrastructure built, the question is, what about all of the other layers across the United States? | 但一旦基础设施建成,问题在于, 整个美国其他的层层呢? |
| 567 | This industry isn't just about the model. | 这个行业不只是模型 |
| 568 | It's not just about the chips. | 不只是筹码 |
| 569 | It's mostly about the applications on top. | 主要是关于上面的应用. |
| 570 | It's mostly about the infrastructure layer, the data centers and all the infrastructure, the construction, the electricity, the power generation that all of that is involved. | 主要是关于基础设施层,数据中心和所有基础设施, 建筑,电力,发电,所有这一切。 |
| 571 | And so I look across the entire ecosystem and look for bottlenecks. | 于是我横扫整个生态系统,寻找瓶颈。 |
| 572 | And if there are places where extraordinary companies are being built constraints, constraints, extraordinary companies being built, | 如果有一些地方 非凡的公司正在建设 限制,限制,非凡的公司正在建设, |
| 573 | maybe it's a supply chain that has to get scaled up so that when we're ready to deploy compute, that they'll be ready for us, land, power, shell. | 也许这是一个供应链,必须扩大 以便当我们准备好部署计算, 他们将准备好为我们,陆地,电力,炮弹。 |
| 574 | And so this is no different than looking at the supply chain upstream. | 因此,这和从上游看供应链没有什么区别。 |
| 575 | You know, I I probably think about the long term supply chain more than most because our company is really large. | 我可能比多数人更想长期供应链 因为我们的公司非常庞大 |
| 576 | And in order for us to succeed, a whole bunch of companies has to support me. | 为了我们成功 一大堆公司必须支持我 |
| 577 | You know, it's got a Corning has this, you know, Wendell Corning has to support me. | 你知道,它有一个康宁有这个, 你知道,温德尔康宁有 支持我。 |
| 578 | Lumentum and, you know, TSMC, of course, and memory companies. | 当然还有记忆公司 |
| 579 | And so we started working with all of these companies long before the revolution that the growth came so that the growth could happen. | 因此,我们早在革命开始之前就已经开始与所有这些公司合作, 以便实现增长。 |
| 580 | Now I'm doing a downstream cycle tends to be that the earnings over time over long stretches of time tends to move up the stack right towards the application layer where you can over earn for larger periods of time. | 现在,我正在做一个下游循环, 倾向于在很长的一段时间里, 收入会逐渐向上移动, 右移到应用层, 在那里,你可以挣得更多的时间。 |
| 581 | I mean, you bought hugging face. | 我的意思是,你买了拥抱的脸。 |
| 582 | Now you're sort of in the actively in the serving business. | 现在,你有点积极 在服务行业。 |
| 583 | I mean, it seems pretty natural that products like open router make a lot of sense. | 我的意思是,这似乎是很自然的, 像开放的路由器 有很多意义。 |
| 584 | It seems pretty obvious that, you know, there are better versions of ways to build things like bedrock. | 很明显,有更好的方法 来建造基岩 |
| 585 | I'm sure you think about it. | 我相信你会考虑的 |
| 586 | What's the natural conclusion? | 自然结论是什么? |
| 587 | Because it seems like the folks up here have no issue trying to move down. | 因为这里的人似乎没有问题要搬下去 |
| 588 | And you have the best balance sheet, these incredible engineers, and you have the proven experience to make it right and engineer the product and get it out. | 你拥有最好的平衡表,这些令人难以置信的工程师, 你拥有证明它正确的经验, 并设计出产品,把它拿出来。 |
| 589 | So how do you think about looking up and saying, I could probably do that? | 那么,你觉得怎么样 抬头说,我可以做到这一点? |
| 590 | The reason why Nvidia runs every single model in the world, we were the only it's incredible. | Nvidia在世界上每个模特儿都跑的原因 我们是唯一不可思议的 |
| 591 | Last year, about a year and a half ago, the only thing we ran was open AI. | 去年,大约一年半前,我们唯一跑的是打开AI. |
| 592 | And now look at amazing models are available. | 现在,我们可以看到惊人的模型。 |
| 593 | The Metamuse is available. | 梅塔缪斯号可以使用. |
| 594 | 你让Grok有空 | |
| 595 | Grokbot's incredible. | 格鲁克博特不可思议 |
| 596 | We now run Gemini and Anthropik is scaling up on our platform as well. | 我们现在运行双子座和Anthropik 也在我们的平台上扩大。 |
| 597 | Since a year and a half ago, you got all these frontier AI models that are now open that are available. | 从一年半前开始, 你得到了所有这些前沿AI模型 现在开放,可以使用。 |
| 598 | So the number of models that are are growing, there's a whole bunch of companies that I won't mention that are building frontier models as well. | 因此,越来越多的模型, 有一大堆公司,我不会提到它们 正在建设前沿模型。 |
| 599 | And the number of AI labs are growing. | 而AI实验室的数量也在增长. |
| 600 | The ineffables, the reflections, the right that the list goes on, the physical intelligence, the list goes on. | 无功者,反省也,榜之所向右,体智也,榜之所向. |
| 601 | OK, and so all of these labs are building on Nvidia. | 所有这些实验室都建在Nvidia上 |
| 602 | And the reason for that is because as a company, I rather for us to help everybody succeed instead of taking a slice out. | 之所以如此,是因为作为一个公司,我宁愿帮助大家成功,而不是一分钱。 |
| 603 | And so we would go up as far as we need to, but as low as possible. | 所以我们会尽可能地提高,但尽可能降低。 |
| 604 | Our strategy is go up as far as we need to and as low as possible. | 我们的战略是尽可能提高,尽可能降低。 |
| 605 | And the reason for that is because if I do that, if I solved it, if not for Nvidia creating KooDNN, all of the frameworks wouldn't exist. | 其原因是,如果我这样做,如果我解决了, 如果不是Nvidia创建了KoodNN, 所有的框架都不存在。 |
| 606 | If not for us creating Megatron, Megatron Core, then all of the large scale training wouldn't have happened. | 如果我们不创造威震天,威震天核心, 那么所有的大规模训练就不会发生。 |
| 607 | So we go and we invent all the technology necessary as far as we need to. | 所以我们去发明所有必要的技术。 |
| 608 | And then we let a thousand flowers bloom. | 然后我们让千花开花 |
| 609 | And so that posture allows us to be, quite frankly, the only let's be honest. | 因此,这种姿态让我们,相当坦率地说, 唯一让我们诚实。 |
| 610 | I agree with you. | 我同意你的观点。 |
| 611 | The pushback would be that it really would be great to have more competition at the hyperscale layer. | 后退点是,在超尺度层中进行更多的竞争是件好事。 |
| 612 | And I think you've done a great job supporting the neoclouds. | 我认为你支持新云已经做得很好 |
| 613 | There's some. | 还有一些 |
| 614 | And by the way, I think you introduced me to Nubius. | 对了,我想你把我介绍给努比乌斯 |
| 615 | Superb. | 真厉害 |
| 616 | Great. | 不错 |
| 617 | Everything. | 一切众生. |
| 618 | They're amazing. | 他们很神奇。 |
| 619 | But we need like 50 of these guys. | 但我们需要50个这样的人 |
| 620 | We need a hundred of them. | 我们需要一百个 |
| 621 | We need a thousand of them. | 我们需要一千个 |
| 622 | And it just may take some. | 它只是可能需要一些。 |
| 623 | Yeah. | 对 |
| 624 | You know, it's just I'm surprisingly uncompetitive. | 你知道,这只是我 令人惊讶的无竞争力。 |
| 625 | Really? | 真的吗? |
| 626 | Yeah. | 对 |
| 627 | That's not my thing. | 这不是我的事。 |
| 628 | You know, my thing is kind of like, for example, I'd be more than happy with five hyperscalers. | 你知道,我的事情有点像, 比如,我会更高兴 与五个超规模。 |
| 629 | However, the reason I noticed the early customers of all the neoclouds, all the what we call NCPs, all the early customers were the hyperscalers. | 然而,我注意到了所有新云的早期客户, 所有我们称之为NCP的, 所有早期的客户都是超规模的。 |
| 630 | Exactly. | 没错 |
| 631 | And the reason for that is because the hyperscalers plan once a year, but the market dynamics is so volatile right now. | 之所以如此,是因为超规模公司每年计划一次, 但市场动态现在如此动荡。 |
| 632 | That they're always almost wrong. | 他们总是几乎错了。 |
| 633 | And so with all these regional clouds who are agile, they can move fast. | 因此,有了所有这些区域云, 它们是敏捷的, 它们可以快速移动。 |
| 634 | They know their state or they know their country. | 他们知道自己的国家或者他们知道自己的国家。 |
| 635 | They know their region. | 他们知道自己的地区。 |
| 636 | They're securing land, power and shell in a way that's hard for somebody who sits in Seattle or sits in Palo Alto to be able to see the planet. | 他们正在保障土地、电力和炮弹 对那些坐落在西雅图 或者坐在帕洛阿尔托的人来说 很难看到地球 |
| 637 | And so we now have basically a large scale distributed network of companies that are building securing land, power, shell for us. | 因此,我们现在基本上有一个 大规模的分布式网络 公司正在建设 安全的土地,电力,贝壳给我们。 |
| 638 | And and now countries realize it's strategic. | 现在各国意识到这是战略性的。 |
| 639 | So many countries are saying, I'm going to take my power and only give it to my own companies. | 很多国家都说,我要夺权,只把权力交给自己的公司. |
| 640 | Right. | 对 |
| 641 | Well, Nvidia is in that country as well. | 恩维迪亚也在那个国家 |
| 642 | And we could help the neoclouds in that country grow. | 我们可以帮助那个国家的新云体成长。 |
| 643 | And so whether it's whether it's firmness in Australia, we just did a whole bunch of stuff in Australia, brought on two more gigabytes Southeast Asia, of course, IOH and others bring on a few gigabytes. | 所以不管这在澳大利亚是否坚定, 我们在澳大利亚做了很多事情, 带来了两个千兆字节的东南亚, 当然,IOH和其他人带来了几个千兆字节。 |
| 644 | And so we're building a gigawatts. | 所以我们正在建造千兆瓦。 |
| 645 | So we're building, you know, we're scaling up, you know, pretty clear, though. | 因此,我们正在建设,你知道, 我们正在扩大,你知道, 相当清楚,虽然。 |
| 646 | I just want to get this one thing in. | 我只想把这个东西弄进去 |
| 647 | It's pretty clear that you're going pretty high up and getting very focused on open source. | 很明显,你正在高高攀登 并且非常专注于开源。 |
| 648 | Obviously, you have your neomotrons doing exceptionally well. | 显然,你的新人做的非常好。 |
| 649 | I use them often. | 我经常用 |
| 650 | Hugging face, poolside and Laguna. | 抱面,池边和拉古纳. |
| 651 | Very, very solid product that you're now aqua hiring, hiring, whatever it is. | 非常,非常扎实的产品 你现在是水上雇用,雇用, 不管是什么。 |
| 652 | And then you have your open source sack for self-driving. | 然后你有开源袋 用于自驾车。 |
| 653 | Also very disruptive. | 也非常干扰。 |
| 654 | So we are the frontier model in five domains. | 所以我们是五个领域的前沿模式。 |
| 655 | Yeah. | 对 |
| 656 | And so you don't seem to build products to get the silver medal. | 所以你似乎没有制造产品来获得银牌. |
| 657 | You seem to go for the gold. | 你似乎去的黄金。 |
| 658 | So are you going for the gold and will you have the best hands down open source model? | 你要去买金子吗? 你会有最优秀的开源模型吗? |
| 659 | And then part B to that is can open source catch up to frontier models? | 然后,B部分是 开源 赶上前沿模型? |
| 660 | And are you the person to do it? | 你是做这个的人吗? |
| 661 | So the logic, the logic, Jason, is that that we will build it because one, we can. | 所以逻辑,逻辑,杰森, 是我们要建造它,因为一个,我们可以。 |
| 662 | We have the skills to do it and because our customers need us to do it. | 我们有能力做 因为我们的客户需要我们做 |
| 663 | Right. | 对 |
| 664 | So for example, Alpamayo is the world's first thinking self-driving car. | 例如,阿尔帕马约是世界上第一个思考自我驾驶的汽车. |
| 665 | And by thinking, by reasoning, you don't need as much data as, you know, | 而且通过思考,通过推理, 你不需要像,你知道, |
| 666 | you don't have to train on a few billion hours of road data because you can reason about it. | 你不需要在数十亿小时的公路数据上训练 因为你可以解释 |
| 667 | Break down the problem into, oh, I've seen this before. | 把问题分解成, 哦,我以前见过这个。 |
| 668 | It's not exactly the same, but it's largely the same as that. | 虽然不完全相同,但大致相同. |
| 669 | And so Alpamayo, why is it necessary? | 那么阿尔帕马约,为什么有必要呢? |
| 670 | Well, there's a whole bunch of car companies. | 有很多汽车公司 |
| 671 | Every car in the world is going to be autonomous. | 世界上的每辆车都会是自主的. |
| 672 | But beyond that, every ag tech, every truck, every van, | 但除此之外,每个高科技,每辆卡车,每辆面包车, |
| 673 | and most of them aren't big enough in scale to be able to build that whole stack. | 大部分都不够大 无法建造整个堆栈。 |
| 674 | So I'll build an extraordinary stack for them. | 所以我会为他们建造一个非常的堆栈。 |
| 675 | They do last mile adapting for their application. | 他们做最后一英里适应他们的应用。 |
| 676 | Now, everything that moves in the future could be autonomous. | 现在,未来一切动静都可以自主. |
| 677 | If not for us building some of the some of the biology models, the world wouldn't have it. | 如果我们不建立一些生物学模型, 世界就不会有它。 |
| 678 | The ESM to protein found language model. | 蛋白质的无害环境管理找到了语言模型。 |
| 679 | We created that ESM fold, open fold, alpha fold to all the stuff with coo equal variant. | 我们创建了ESM折叠, 打开折叠, α折叠到所有的东西 库物等价变体。 |
| 680 | All of that stuff, technology wouldn't have existed if we didn't build it. | 所有这些东西, 如果我们不建造它,科技就不会存在。 |
| 681 | One of my favorites, protein complexa is, you know, synthesizing next generation proteins and its binding. | 我最喜欢的一个,蛋白质复合体 就是合成下一代蛋白质及其结合。 |
| 682 | It's groundbreaking stuff. | 这是突破性的东西。 |
| 683 | We built that. | 我们造的 |
| 684 | And so we'll build that because Lily needs it and and, you know, Mark needs it and others need it. | 所以我们会建造它 因为Lily需要它 马克需要它 而其他人需要它 |
| 685 | And they don't have the capability to do it or they they're not yet there. | 而且他们没有能力这样做,或者他们还没有到场. |
| 686 | And so we can make a real contribution. | 这样我们才能做出真正的贡献。 |
| 687 | So I do everything out of need. | 所以,我做的一切 需要时。 |
| 688 | I'm not trying to disrupt. | 我不是想打搅你 |
| 689 | I mean, we don't wake up in the morning, try to disrupt anybody, right? | 我的意思是,我们不醒来 在早晨,试图扰乱任何人,对不对? |
| 690 | We just wake up in the morning, try to help everybody. | 我们只是早上醒来 试着帮助大家 |
| 691 | What about what about competitive threats that might be emerging to your core business? | 那你们核心业务可能面临的竞争威胁呢? |
| 692 | Can you just comment? | 你能发表评论吗? |
| 693 | We're just so nice. | 我们很好 |
| 694 | Yes. | 对 |
| 695 | Well, I know this is well, I actually want I want to just get your let's just call it a take. | 嗯,我知道这是好的,实际上我想 只是得到你,让我们只是叫它一拍。 |
| 696 | 你对Terra Fab有什么看法? | |
| 697 | Hundred million square foot facility. | 一亿平方英尺的设施。 |
| 698 | Elon's announced and anybody could do what he can. | 伊隆已经宣布了 任何人都可以尽力而为 |
| 699 | And the two of us were on a flight together to a country and with a person who sometimes calls you on the phone. | 我们两人在飞往一个国家的航班上 和一个有时打电话的人一起 |
| 700 | It was a nice point. | 这是一个很好的点。 |
| 701 | And and and we had like, you know, you know, Elon likes to talk about these things. | 我们喜欢,你知道,你知道, 伊隆喜欢谈论这些事情。 |
| 702 | And and so we spent a lot of time talking about it. | 所以我们花了很多时间来讨论这个问题。 |
| 703 | Is that anybody could do it because you could you design chips, you don't fab them. | 是任何人都可以做到这一点 因为你可以设计芯片, 你不喜欢他们。 |
| 704 | Could your chips be fab there or is it? | 你的筹码是不是挺不错的? |
| 705 | Well, we know we we know a lot about process technology because we're pushing the limits of everything. | 我们知道我们对工艺技术很了解,因为我们在推动一切的极限。 |
| 706 | Right. | 对 |
| 707 | And, you know, because we scale at such large scale, we have incredible memory technology inside the company with the world's best 30s company. | 而且,你知道,因为我们的规模如此之大, 我们拥有令人难以置信的记忆技术 在公司内部与世界最好的30年代公司。 |
| 708 | You know, we got lots of amazing. | 你知道,我们有很多惊人的。 |
| 709 | So your take is you've talked a lot about it. | 所以,你的选择是 你谈论了很多。 |
| 710 | So we could just yeah, we could talk about it. | 所以我们可以只是是啊, 我们可以谈论它。 |
| 711 | And and you can't discourage Elon from doing it, which is one of his incredible super power. | 而且你也不能阻止伊隆这样做,这是他不可思议的超级力量之一. |
| 712 | And once you decide to go do something, it's hard to stop them. | 一旦你决定做点什么 很难阻止他们 |
| 713 | And so can you give us your take on where China is with advanced lithography systems native grown? | 所以,你可以给我们你的承担 在中国是 先进的石刻系统 本地种植? |
| 714 | They're going to get there by 2030. | 他们将在2030年到达那里。 |
| 715 | By 2030. | 到2030年时. |
| 716 | Yeah. | 对 |
| 717 | And 2030 is just around the corner. | 2030年就在拐角处。 |
| 718 | Yeah. | 对 |
| 719 | Also, that's how long I'll be dead at that time. | 还有,那时我已经死了多久 |
| 720 | So and for China, does that mean the switch is flipped and then that's all going to go into mainland fabs almost immediately? | 那么,对于中国来说,这是否意味着开关被翻转了,然后这些都几乎马上会进入大陆? |
| 721 | You know, the way to think about China is really good at high volume production. | 你知道,思考中国的方式 真的很擅长高产量。 |
| 722 | And this is just a matter of time. | 而这只是时间问题。 |
| 723 | Yeah. | 对 |
| 724 | And, you know, I think in I think in decades as well. | 而且,你知道,我想,我也想 在几十年。 |
| 725 | You know, I've been around a long time. | 你知道,我已经绕了很长时间。 |
| 726 | And, you know, for Nvidia, I've got to think about what happens next decade, decade after that. | 对于Nvidia来说, 我得想想 接下来的十年,十年之后会发生什么。 |
| 727 | So two or three years is just a click. | 因此,两三年只是一个点击。 |
| 728 | It's nothing. | 没什么 |
| 729 | And so as far as they're concerned, they're already there. | 及至诸众生已. |
| 730 | They're already there. | 他们已经在那里。 |
| 731 | Yeah. | 对 |
| 732 | That's an Elon and Gwen. | 这是伊隆和格温的作品 |
| 733 | We've got to run America. | 我们必须管理美国。 |
| 734 | We got to run. | 我们得走了。 |
| 735 | Yeah. | 对 |
| 736 | Speed run. | 速度运行。 |
| 737 | So we got a speed run. | 所以我们得到了一个速度运行。 |
| 738 | Slowing down is definitely the wrong strategy. | 放慢速度绝对是错误的策略。 |
| 739 | But I mean, it feels apparent, I think, to most of us in the industry that we're kind of in the AGI moment. | 但是,我认为,在工业中,我们大多数人 都认为,我们是在AGI的时刻。 |
| 740 | And it's a definition, obviously, as smart as any other human. | 它是一个定义,显然, 像任何其他人类一样聪明。 |
| 741 | I think we're already there. | 我想我们已经到了 |
| 742 | We're there. | 我们到了 |
| 743 | Right. | 对 |
| 744 | And so then superintelligence is the next waypoint based on what you see, based on your customer base, based on your history. | 因此,超级智能是下一个基于你所看到的,基于你的客户基础,基于你的历史。 |
| 745 | And, Jason, I think we're there, too. | 杰森,我想我们也在那里 |
| 746 | You think we're at superintelligence. | 你以为我们在超情报机构吗? |
| 747 | Yeah. | 对 |
| 748 | When you when you when you take a narrow segment, a narrow segment, I mean, my my self-driving car, I don't want you to make me an omelet. | 当你走一个狭窄的路段,一个狭窄的路段, 我的意思是,我的自驾车, 我不想你给我做一个煎蛋卷。 |
| 749 | I just want you to drive the car. | 我只是想让你开车。 |
| 750 | Right. | 对 |
| 751 | That is superintelligent. | 这是超聪明的。 |
| 752 | It's better than a human. | 比人类强. |
| 753 | Yeah. | 对 |
| 754 | One tenth of the accident. | 事故的十分之一. |
| 755 | Exactly. | 没错 |
| 756 | Yeah. | 对 |
| 757 | Synthesizing proteins, you know, doing virtual screening of proteins. | 合成蛋白质,你知道,对蛋白质进行虚拟筛选。 |
| 758 | We're already there. | 我们已经到了 |
| 759 | Yeah. | 对 |
| 760 | Are you having fun being on the frontier of humanity? | 你在人类的前沿玩得开心吗? |
| 761 | I like it. | 我喜欢 |
| 762 | Yeah. | 对 |
| 763 | Ladies and gentlemen, I like it. | 女士们先生们 我喜欢 |
| 764 | I like it. | 我喜欢 |
| 765 | And guys, guys, it's it's it's great there. | 伙计们,伙计们,这是它的伟大的在那里。 |
| 766 | The future is great. | 未来是伟大的。 |
| 767 | And we want to get there. | 我们要赶到那里。 |
| 768 | Listen, right. | 听着,没错。 |
| 769 | A lot of us don't have to work. | 我们很多人不用工作了 |
| 770 | But I got to tell you, it's too good not to be so fun. | 但我得告诉你,这是太好 不这么好玩。 |
| 771 | Right. | 对 |
| 772 | And so so I want every we I want to be there. | 所以我希望我们每个人都能在那里 |
| 773 | I want all of you guys there with me. | 我要你们都跟我走 |
| 774 | We're all going to be there. | 我们都会去的 |
| 775 | We're going to be enormously successful together as a humanity. | 作为人类,我们将会取得巨大的成功。 |
| 776 | And in the meantime, we've got to encourage them, urge them on. | 同时,我们必须鼓励他们,敦促他们继续。 |
| 777 | They're doing really, really important work, as you guys know. | 正如你们所知,他们正在做非常非常重要的工作。 |
| 778 | And I want them to succeed. | 我希望他们成功。 |
| 779 | I also would love for us to tone down the the the drama and make. | 我也希望我们把戏剧的音调调调低一点 |
| 780 | And most importantly, we need all of America to come with us. | 最重要的是,我们需要所有的美国 与我们一起。 |
| 781 | That's how we make it. | 我们就是这样做到的 |
| 782 | Ladies and gentlemen, Jensen Wong. | 女士们,先生们,黄詹森 |
| 783 | Thank you. | 谢谢 |
| 784 | It was awesome. | 这是真棒。 |
| 785 | All your partners. | 所有你的搭档 |
| 786 | Awesome. | 厉害 |
| 787 | That's great. | 赞曰. |
| 788 | Yeah. | 对 |
| 789 | Thanks, guys. | 谢谢 |
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