黄仁勋最新访谈：AI能源战、美中晶片攻防与下一场工业革命
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | enabling application and use. | 能够应用和使用。 |
| 0:03 | Whether you're in healthcare, you could be in entertainment, | 不管你在医疗领域, 你可以在娱乐, |
| 0:07 | manufacturing, self-driving cars, transportation. | 制造、自驾车、运输。 |
| 0:10 | Each one of these industries have AIs that deeply affect them | 每一个行业都有深深影响它们的AI |
| 0:15 | and these are the five layer stack. | 这些是五层堆栈。 |
| 0:18 | NVIDIA is at the lower level, the platform level. | NVIDIA位于下层,平台层. |
| 0:22 | The reason why we say that we're an AI company | 说我们是AI公司的原因 |
| 0:27 | that works with every single AI company in the world | 和世界上每个AI公司合作 |
| 0:29 | is because we're the platform by which we are able to work | 因为我们是能够工作的平台 |
| 0:32 | with all of these technology companies | 与所有这些技术公司 |
展开字幕全文（857 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | enabling application and use. | 能够应用和使用。 |
| 2 | Whether you're in healthcare, you could be in entertainment, | 不管你在医疗领域, 你可以在娱乐, |
| 3 | manufacturing, self-driving cars, transportation. | 制造、自驾车、运输。 |
| 4 | Each one of these industries have AIs that deeply affect them | 每一个行业都有深深影响它们的AI |
| 5 | and these are the five layer stack. | 这些是五层堆栈。 |
| 6 | NVIDIA is at the lower level, the platform level. | NVIDIA位于下层,平台层. |
| 7 | The reason why we say that we're an AI company | 说我们是AI公司的原因 |
| 8 | that works with every single AI company in the world | 和世界上每个AI公司合作 |
| 9 | is because we're the platform by which we are able to work | 因为我们是能够工作的平台 |
| 10 | with all of these technology companies | 与所有这些技术公司 |
| 11 | and all these application companies | 以及所有这些应用公司 |
| 12 | across all these industries. | 在所有这些行业。 |
| 13 | And so that is a platform that we created. | 这就是我们创造的平台。 |
| 14 | The mode that people describe, not so much a mode, | 人们描述的模式, 并不是一个模式, |
| 15 | but basically the language by which all of these | 但基本上所有这些语言 |
| 16 | different applications and these different technologies | 不同应用和这些不同技术 |
| 17 | speak to us is an architecture we invented | 跟我们说话是我们发明的建筑 |
| 18 | 25年前叫CUDA (CUDA) (CUDA). | |
| 19 | And on top of that, CUDA libraries a whole bunch | 此外,CUDA图书馆还有一大堆 |
| 20 | of algorithms that we invented over the years | 我们多年来发明的算法 |
| 21 | and that is basically NVIDIA's platform. | 这基本上是NVIDIA的平台。 |
| 22 | In the end, we don't build self-driving cars, | 最后,我们不造自驾车, |
| 23 | but we work with every single self-driving car company | 但是我们和每个自驾汽车公司合作 |
| 24 | in the world. | 在这个世界。 |
| 25 | In the end, we don't discover drugs, | 最后,我们没有发现毒品, |
| 26 | but we work with every single drug discovery company | 但是我们和每一个毒品发现公司合作 |
| 27 | in the world. | 在这个世界。 |
| 28 | We're the platform by which they build their things. | 我们是他们建东西的平台。 |
| 29 | We're a platform company. | 我们是一家平台公司. |
| 30 | I think half of, I have a half a dozen young kids | 我想,一半,我有 半打的年轻人 |
| 31 | come up to me and they say NVIDIA gave them | 上来吧 他们说NVIDIA给他们的 |
| 32 | a better gaming experience. | 一个更好的游戏体验。 |
| 33 | Before we invented the AI industry, | 在我们发明AI之前 |
| 34 | the first industry we created | 我们创造的第一个产业 |
| 35 | is the modern gaming industry. | 是现代游戏业。 |
| 36 | Yeah, you don't know this. | 是啊,你不知道这一点。 |
| 37 | I'm very proud of this. | 我为此感到非常骄傲。 |
| 38 | NVIDIA is the world's largest gaming platform. | NVIDIA是世界上最大的游戏平台. |
| 39 | Yeah. | 对 |
| 40 | Probably didn't know that. | 也许不知道。 |
| 41 | That's how most of the kids were talking to me | 大部分孩子都是这么跟我说话的 |
| 42 | about that today. | 关于今天。 |
| 43 | I want to see it. | 欲观之. |
| 44 | 300 million active users. | 3亿活跃用户. |
| 45 | 1亿个,任天堂Switch. | |
| 46 | 是啊,NVIDIA在那个。 | |
| 47 | Okay, so let me ask you. | 好吧,让我问你。 |
| 48 | You said something recently that was quite provocative. | 你最近说的话很挑逗人 |
| 49 | You said that China was winning the AI race, | 你说中国正在赢得AI比赛 |
| 50 | the AI competition. | AI的竞争。 |
| 51 | I know that you've got a powerful competitor in Huawei | 我知道你在华威有个强大的竞争对手 |
| 52 | and Huawei has a lot of advantages you don't have. | 和华威有很多优势 你没有。 |
| 53 | Why don't you describe this competition? | 你为什么不描述一下这场比赛? |
| 54 | Are we really losing? | 我们真的输了吗? |
| 55 | It was a very good headline. | 这是一个非常好的头条。 |
| 56 | It was a great headline, yeah. | 头条不错 |
| 57 | And apparently caught a lot of attention. | 而且显然引起了很多人的注意。 |
| 58 | As you know with headlines, | 你知道头条新闻 |
| 59 | the disclaimer part, the foundation part | 免责部分、基础部分 |
| 60 | was left out of the headline. | 被丢在头条之外。 |
| 61 | But the way to think about that is | 但思考的方法是 |
| 62 | let me just handicap it right now. | 我现在就去阻止它 |
| 63 | If you look at AI and go back to the first thing | 如果你看到AI,然后回到第一件事 |
| 64 | that we said, AI is a five-layer cake. | 我们说,AI是一个五层的蛋糕。 |
| 65 | Let's just always simplify it. | 让我们总是简化它。 |
| 66 | It's not quite this simplistic, | 没那么简单 |
| 67 | but let's simplify AI into a five-layer cake. | 但让我们把AI简化成一个五层的蛋糕。 |
| 68 | Energy, chips, infrastructure, models, and applications. | 能源、芯片、基础设施、模型和应用。 |
| 69 | Okay, and let's handicap it from bottom to top. | 好吧,让我们从下到上 阻碍它。 |
| 70 | At the lowest level, energy, | 在最低水平,能量, |
| 71 | China has twice the amount of energy we have as a nation. | 中国的能源是我国的两倍。 |
| 72 | I want to ask about that. | 我想问问 |
| 73 | Twice as much energy as we have as a nation. | 是我们国家能量的两倍 |
| 74 | And our economy's larger than theirs. | 而且我们的经济比他们的经济还大 |
| 75 | Makes no sense to me. | 这对我来说毫无意义。 |
| 76 | We also know that one of the most important initiatives, | 我们还知道,最重要的倡议之一, |
| 77 | one of the most important policies of this administration, | 这是本届政府最重要的政策之一, |
| 78 | and that was the first thing | 这是第一件事 |
| 79 | that President Trump said to me when we met, | 川普总统对我说 当我们见面, |
| 80 | is listen, we need to re-industrialize America. | 听着,我们需要重新工业化美国。 |
| 81 | We need to onshore manufacturing again. | 我们需要再次进行岸上制造。 |
| 82 | We need to help America make things again. | 我们需要帮助美国再制造一些东西。 |
| 83 | It's gonna create jobs. | 这会创造就业的 |
| 84 | That part of the economy has been outshored, | 这部分经济 已经离岸, |
| 85 | offshored, and completely gutted the United States. | 离岸 彻底摧毁了美国 |
| 86 | We need to bring that back, and he needs my help to do so. | 我们需要把这个带回来,他需要我的帮助。 |
| 87 | And so that entire sector of the economy is missing. | 这样整个经济部门就消失了。 |
| 88 | And however, without energy, how do we build chip plants? | 然而,没有能源,我们如何建造芯片工厂? |
| 89 | Computer system plants? | 电脑系统工厂? |
| 90 | And these AI data centers, we call them AI factories. | 这些人工智能数据中心 我们称之为人工智能工厂 |
| 91 | We're building simultaneously three different types | 我们同时建造三个不同的类型 |
| 92 | of factories in the United States. | 美国的工厂。 |
| 93 | Chip factories, supercomputer factories, and AI factories. | 芯片工厂,超级计算机工厂,以及AI工厂. |
| 94 | They all require energy, every single one of them. | 它们都需要能量,每一个都有 |
| 95 | And so on the one hand, | 所以一方面, |
| 96 | we want to re-industrialize the United States. | 我们想让美国重新工业化 |
| 97 | How do you do that without energy? | 没有能量你怎么做到的? |
| 98 | And so the fact that we vilified energy for so long, | 因此,事实上,我们诽谤 能源这么久, |
| 99 | President Trump sticking his neck out | 川普总统挺身而出 |
| 100 | and taking it on the chin and helping the country | 并把它在下巴上 帮助国家 |
| 101 | realize that energy is necessary for our growth | 认识到能源是我们增长的必要条件 |
| 102 | is really one of the greatest things | 真的是最伟大的东西之一 |
| 103 | he's done right off the bat. | 他的球棒就结束了。 |
| 104 | And so now, at the energy level, back to that stack, | 所以,现在,在能量层面,回到堆叠, |
| 105 | we're 50%, and they're growing straight up. | 我们50%,他们正在成长。 |
| 106 | We're kind of flat right now. | 我们现在有点平坦了 |
| 107 | And so number one, energy. | 因此,第一,能量。 |
| 108 | Number two, chips. | 第二,筹码。 |
| 109 | We're generations ahead. | 我们是前辈 |
| 110 | We are generations ahead on chips, | 我们几代人都在筹码上 |
| 111 | and I think everybody recognizes that. | 我想每个人都承认这一点。 |
| 112 | Number three, infrastructure. | 第三,基础设施。 |
| 113 | If you want to build a data center here in the United States | 如果你想在美国建立一个数据中心 |
| 114 | from breaking ground to standing up an AI supercomputer | 从破土到站立AI超级计算机 |
| 115 | is probably about three years. | 大约三年左右 |
| 116 | They can build a hospital in a weekend. | 周末可以建医院. |
| 117 | That's a real challenge. | 这是一个真正的挑战。 |
| 118 | And so at the infrastructure layer, | 在基础设施方面 |
| 119 | their velocity of building things, | 他们造物的速度, |
| 120 | because they are builders, | 因为他们是建筑者, |
| 121 | their velocity of building things is extraordinarily high. | 他们建造东西的速度特别高。 |
| 122 | Now, really quickly on chips, | 现在,非常快的筹码, |
| 123 | we're several generations ahead, but don't be complacent. | 我们还有好几代人,但别自满 |
| 124 | Remember, semiconductors is a manufacturing process. | 记住,半导体是一个制造过程。 |
| 125 | Anybody who thinks China can't manufacture | 任何认为中国不能制造的人 |
| 126 | is missing a big idea. | 错过了一个大主意。 |
| 127 | But China discounts energy costs for a chip company by 50%. | 但中国对芯片公司的能源成本折扣50%. |
| 128 | That's right. | 没错 |
| 129 | They provide free transportation for employees | 它们为雇员提供免费交通 |
| 130 | to come out to the factory. | 去工厂 |
| 131 | I mean, you can't do that. | 我的意思是,你不能这样做。 |
| 132 | Our energy cost is more expensive | 我们的能源成本更贵 |
| 133 | than theirs in the first place. | 而不是他们的第一。 |
| 134 | Absolutely. | 当然 |
| 135 | And then they discount it 50%. | 然后他们打折50%。 |
| 136 | And so it's probably, | 所以也许... |
| 137 | we're probably call it four to eight times the cost. | 我们可能称之为四到八倍的成本。 |
| 138 | So tell me, how do you feel about | 告诉我,你感觉如何? |
| 139 | this great competition with China? | 与中国的这场大竞争? |
| 140 | I mean, the government is putting enormous resources | 我是说,政府投入了大量的资源 |
| 141 | underneath their champion. | 在他们的冠军之下 |
| 142 | We don't do that in this country. | 我们不这样做 在这个国家。 |
| 143 | You know, how do you feel about that? | 你感觉怎么样? |
| 144 | Well, before I get there, | 在我到达之前 |
| 145 | don't let me not answer that question. | 不要让我不回答这个问题。 |
| 146 | I'm dying to answer it. | 临终答曰. |
| 147 | But let me handicap the next two layers. | 但是,让我阻止接下来的两层。 |
| 148 | The language, the model layer, the model layer, | 语言,模型层,模型层, |
| 149 | United States frontier models, | 美国的前沿模式, |
| 150 | our frontier models are unquestionably world-class. | 我们的前沿模式无疑是世界级的。 |
| 151 | We are probably call it six months ahead. | 我们可能叫它提前六个月。 |
| 152 | However, out of the 1.4 million models, | 然而,在140万个模型中, |
| 153 | most of them are open source. | 大部分都是开源的. |
| 154 | China is well ahead, way ahead on open source. | 中国领先,开放源代码领先. |
| 155 | Now, the reason why open source is so important | 现在,开放源代码之所以如此重要的原因 |
| 156 | is because without open source, startups can't thrive. | 因为没有开放源代码,创业企业就无法繁荣. |
| 157 | University researchers can't do research. | 大学研究者不能进行研究. |
| 158 | You can't teach AI. | 你不能教人工智能。 |
| 159 | Scientists can't use AI. | 科学家不能使用AI. |
| 160 | Basically, all of the industry around your economy | 基本上,你经济的所有产业 |
| 161 | have no ability to fundamentally advance themselves | 根本无法自我提升 |
| 162 | unless you have open source. | 除非您有开源。 |
| 163 | Without Linux, where would we be? | 没有Linux,我们会在哪里? |
| 164 | 没有Kibernetes, 没有PyTorch, | |
| 165 | all of these different types of technologies | 所有这些不同类型的技术 |
| 166 | that made AI thrive are all open source. | 让AI蓬勃发展的,都是开源的. |
| 167 | They are well ahead of us on open source. | 在开放源码方面,它们远远领先于我们。 |
| 168 | And then the layer above that, applications. | 然后上面的一层,应用。 |
| 169 | If you were to do a poll of their society and ours, | 如果你要对他们和我们的社会进行民调 |
| 170 | and you ask them, is AI likely to do more good than harm? | 你问他们,AI可能做 更多的好比伤害? |
| 171 | They're gonna say, in their case, | 他们会说,在他们的情况下, |
| 172 | 80% would say AI will do more good than harm. | 80%的人会说AI会比伤害更有用 |
| 173 | In our case, it'd be the other way around. | 就我们来说 情况会相反 |
| 174 | And so if that tells you something, | 所以如果这能告诉你什么 |
| 175 | that's very, very important. | 这很重要 |
| 176 | Socially, socially, we need to be careful | 在社会上,在社会上,我们需要小心 |
| 177 | not to describe AI in the science fiction movie ways | 不在科幻电影中描述AI |
| 178 | of describing AI and causing people so much concern. | 描述AI,引起人们如此关注。 |
| 179 | We wanna be concerned, but we also wanna be practical. | 我们想要关心,但我们也想要务实。 |
| 180 | AI is about automation. | AI是关于自动化的. |
| 181 | And that area, I think that we need to be careful | 那个区域,我认为我们需要小心 |
| 182 | not to fall behind in the application and the diffusion | 在应用和传播中不要落后 |
| 183 | of AI, because in the end, whoever applies the technology | 最后,无论谁应用了这种技术 |
| 184 | first and most wins that industrial revolution. | 第一次和多数都赢得了工业革命。 |
| 185 | As you know, electricity was invented in the UK, | 电是英国发明的 |
| 186 | but the United States applied it faster, more broadly, | 但美国应用得更快,更广, |
| 187 | and as a result, look where we are. | 因此,看看我们在哪里。 |
| 188 | And so we have to be a little mindful. | 所以我们得有点小心。 |
| 189 | And so anyways, I just handicapped that stack, okay? | 所以不管怎样,我只是 阻断了那个堆,好吗? |
| 190 | And I don't think it's, it's important | 我觉得这不重要 |
| 191 | when you're looking at AI not to see it as a holistic thing. | 当你把AI看成一个整体的时候。 |
| 192 | 这与聊天GPT对DeepSeek无关 | |
| 193 | You have to look at it across all of the stacks | 你一定要看遍所有堆叠 |
| 194 | and across all of the industries. | 并跨越所有行业。 |
| 195 | Does that make sense? | 这有道理吗? |
| 196 | It's a little bit more complicated than one simple answer. | 比一个简单的答案要复杂一点 |
| 197 | But do you feel you have a level playing field | 但你觉得你有一个公平的游戏场地 |
| 198 | up against China putting their resources under Huawei? | 对抗中国 把他们的资源置于华威之下? |
| 199 | First of all, America's technology industry, | 首先,美国的技术工业, |
| 200 | just as our financial services industry, our military, | 就像我们的金融服务业,我们的军队, |
| 201 | our technology industry, we can all agree, | 我们的科技产业 我们都同意 |
| 202 | are the mightiest in the world. | 是世界上最强大的。 |
| 203 | I am part of one of the mightiest technology, | 我是最强大的科技之一 |
| 204 | mightiest industries anyone in history has ever seen. | 历史上最强大的工业 |
| 205 | We have going toe to toe against anyone. | 我们要用脚趾来对付任何人 |
| 206 | The American technology industry has nothing to fear. | 美国科技工业没什么可担心的. |
| 207 | We are mighty, we're fast, we're inventive, | 我们是强大的,我们的速度,我们发明, |
| 208 | we'll take anybody on. | 我们让任何人。 |
| 209 | However, we can't concede the market to them. | 但是我们不能把市场让给他们 |
| 210 | As you know, at the moment, | 如你所知,现在 |
| 211 | Nvidia has been banned from going to China, | 恩维迪亚被禁止去中国 |
| 212 | not to mention China has banned Nvidia going to China. | 更别说中国禁止恩维迪亚去中国了 |
| 213 | So I think we're the first company in history | 所以我觉得我们是历史上第一家公司 |
| 214 | that has been banned on both sides. | 双方都禁止这样做。 |
| 215 | And so whoever banned us going to China, | 所以不管谁禁止我们去中国 |
| 216 | them and China agree that Nvidia should not go to China. | 他们和中国同意恩维迪亚不应该去中国。 |
| 217 | Of course, I'm being a little cute here | 当然,我在这里有点可爱 |
| 218 | and I'll be a little bit more nuanced here | 我在这里会更细微一点 |
| 219 | but at the moment, we're simply not competing in China. | 但目前我们不是在中国竞争 |
| 220 | Now what's going on? | 现在怎么了? |
| 221 | We have conceded essentially, | 我们基本上已经承认, |
| 222 | the second largest AI market, | 第二大AI市场, |
| 223 | the second largest technology market in the world. | 世界第二大技术市场. |
| 224 | China, well, it's not somebody has said to me, | 中国,嗯,这不是有人对我说, |
| 225 | well, yeah, okay, well, we're not in China | 好吧,我们不是在中国 |
| 226 | but we're gonna grow somewhere else. | 但是我们会在别的地方长大的 |
| 227 | You're not gonna replace China. | 你不会取代中国的 |
| 228 | It's just as the world wanting to sell to America | 就像全世界想卖给美国一样 |
| 229 | and they wanna export to America, | 他们想出口到美国 |
| 230 | if they don't export to America, | 如果他们不出口到美国, |
| 231 | you're not gonna replace United States. | 你不能取代美国 |
| 232 | We are singular in the world. | 我们是世界上独一无二的。 |
| 233 | We are absolutely singular. | 我们是绝对单一的。 |
| 234 | And so in the case of China, | 因此,对于中国来说, |
| 235 | we shouldn't concede the entire market to them. | 我们不应该把整个市场都给他们 |
| 236 | They're formidable but conceding that entire market, | 他们是巨大的,但承认 整个市场, |
| 237 | we ought to go compete for it. | 我们应该去竞争它。 |
| 238 | Having said that, we should also acknowledge | 话虽如此,我们也应该承认: |
| 239 | that Huawei is one of the most formidable technology | 华威是最厉害的技术之一 |
| 240 | companies the world has ever seen. | 公司,世界从未见过。 |
| 241 | They deserve, although they have a lot of support, | 他们值得,虽然他们有很多支持, |
| 242 | whatever support they have, | 无论他们获得什么支持, |
| 243 | they deserve all of the respect | 他们应该得到所有的尊重 |
| 244 | that everybody ought to give them. | 每个人应该给他们。 |
| 245 | We compete with this company, they're formidable, | 我们和这家公司竞争 他们很厉害 |
| 246 | they're agile, they move incredibly fast. | 他们动作敏捷 动作很快 |
| 247 | We said if United States was not in China, | 我们说过如果美国不在中国 |
| 248 | China's AI industry would be set back. | 中国的AI产业将会倒退. |
| 249 | Absolutely has not happened. | 绝对没有发生。 |
| 250 | As a result, their semiconductor industry | 因此,他们的半导体工业 |
| 251 | has double, double, double. | 有双倍双倍。 |
| 252 | You know, the semiconductor industry in the West, | 西方的半导体工业 |
| 253 | around the world is growing at 20, 30% per year. | 全世界每年增长20%,30%。 |
| 254 | Growing 20, 30% per year compounded | 每年增长20%至30% |
| 255 | versus doubling every year compounded, | 与每年翻一番相比, |
| 256 | doesn't take long to catch up. | 没多久就赶上了 |
| 257 | But you know, they're starting on second base | 但是他们从二垒开始 |
| 258 | and we're just going up to the batter's box. | 而我们只是去 击球盒。 |
| 259 | You know, they've got a real advantage. | 你知道,他们有一个真正的优势。 |
| 260 | And that means we need to think about this. | 这意味着我们需要考虑这一点。 |
| 261 | Can I ask you, we, at the G20 summit, | 我可以问你,我们在20国集团首脑会议上, |
| 262 | Li Ka-shing, you know, the premier was there | 李嘉成,你知道,首演在那里吗? |
| 263 | and he was offering opportunities for countries | 他为各国提供了机会 |
| 264 | to be participants with China on AI. | 在AI上成为中国的参与者. |
| 265 | We didn't even send a delegation. | 我们甚至没有派出代表团 |
| 266 | It doesn't feel like we're in the game. | 它不觉得我们是在游戏。 |
| 267 | They're smart about technology proliferation. | 他们对于技术扩散很聪明. |
| 268 | Yeah. | 对 |
| 269 | If we apply, if we use 5G as an example, | 如果我们用5G作为例子 |
| 270 | they realize 5G is technology that's also a platform | 他们意识到5G技术也是一个平台 |
| 271 | because on top of 5G, | 因为上面5G, |
| 272 | you build all kinds of services on top of it. | 你在上面建造各种服务 |
| 273 | Well, if you get there first, wherever you get first, | 好吧,如果你先到那里, 无论你先到哪里, |
| 274 | if you get there first, just as Nvidia, | 如果你先到那里, 就像恩维迪亚, |
| 275 | I was there 25 years first. | 我在那里25年第一个。 |
| 276 | And so I had, you know, for a long time, | 所以我有,你知道, 很长时间, |
| 277 | nobody paid me any, nevermind. | 没人付我钱,算了 |
| 278 | So I had lots and lots of time to build up | 所以我有很多时间来积累 |
| 279 | all these ecosystems and applications | 所有这些生态系统和应用 |
| 280 | and relationships and ecosystems. | 关系和生态系统。 |
| 281 | And I connected all this stuff together | 我把这些东西连在一起 |
| 282 | in all these different fields of industry. | 在所有这些不同的工业领域。 |
| 283 | I had 25 years to do it. | 我花了25年的时间去做 |
| 284 | In the case of Huawei with 5G, | 以五维为例. |
| 285 | they were completely, through policy, | 他们完全通过政策, |
| 286 | completely isolated, people thought, in China. | 人们认为,在中国是完全孤立的。 |
| 287 | So they had a billion phone users all to themselves. | 所以他们都有十亿个电话用户 |
| 288 | It gave them the opportunity to grow scale. | 这使他们有机会扩大规模。 |
| 289 | They exported the technology to all of the countries | 他们把技术出口到所有国家 |
| 290 | and belt and road, and now there's AI belt and road. | 还有皮带和公路 现在有AI皮带和公路 |
| 291 | And so they'll definitely diffuse the Chinese technology | 他们一定会传播中国科技 |
| 292 | as quickly as possible | 尽快 |
| 293 | because they understand that the sooner you get there, | 因为他们知道 你越早到那里, |
| 294 | the sooner you build the ecosystem on top, | 越快把生态系统建起来 |
| 295 | the sooner you become a sticky, you become sticky, | 你越早变成粘糊糊的, |
| 296 | you become essential part, | 你成为重要的一部分, |
| 297 | a dependent part of that ecosystem. | 生态系统的依赖部分。 |
| 298 | Tell me about the Chinese ecosystem | 说说中国的生态系统 |
| 299 | they're trying to create. | 他们试图创造。 |
| 300 | Obviously it is, it's deep and it's robust | 显然它很深很强壮 |
| 301 | and that it has a physical as well as a technological | 它既有物理的也有技术的 |
| 302 | and economic dimension. | 以及经济层面。 |
| 303 | How do you look at that? | 你怎么看这个? |
| 304 | Take a step back again. | 复退一步. |
| 305 | Remember, I think it's like nine out of the 10 top | 记住,我想这就像九出十 |
| 306 | science and technology schools in the world | 世界科学技术学校 |
| 307 | are now in China. | 现在在中国。 |
| 308 | They lead in science and technology in many different fields. | 他们在许多不同领域领导科学技术. |
| 309 | This has completely flipped in the last half to a decade. | 这在过去半到十年中已经完全翻转。 |
| 310 | We used to lead most of them, now they lead most of them. | 我们曾经领导他们的大部分,现在他们领导他们的大部分。 |
| 311 | They have a large population of highly qualified students. | 他们拥有大量高素质的学生. |
| 312 | Number one, number two, | 一号,二号 |
| 313 | 50% of the world's AI researchers are Chinese. | 世界50%的AI研究者是中国人. |
| 314 | Third, 70% of last year's AI patents are published by China. | 三,去年AI专利的70%由中国公布. |
| 315 | The ecosystem of AI in China is vibrant, | AI在中国的生态系统充满活力, |
| 316 | rich, incredibly innovative. | 富有,令人难以置信的创新。 |
| 317 | They work incredibly hard. | 他们的工作非常努力。 |
| 318 | This is a country with an enormous might. | 这是一个拥有巨大力量的国家。 |
| 319 | So that is the ecosystem of software developers. | 这就是软件开发者的生态系统。 |
| 320 | Now that layer, as I just mentioned, | 我刚才提到的那层 |
| 321 | the model and the application layer, | 模型和应用程序层, |
| 322 | all of these scientists, | 所有这些科学家, |
| 323 | they're sitting at the model and the application layer. | 他们坐在模型 和应用层。 |
| 324 | And now they're gonna take that capability | 现在他们要夺取这种能力 |
| 325 | because United States is no longer participating in China. | 因为美国不再参与中国. |
| 326 | We've left China, we've evacuated that market, | 我们离开了中国,我们撤走了那个市场, |
| 327 | we've conceded that market. | 我们已经承认市场。 |
| 328 | And so now they've gotta go build their own. | 所以现在他们得自己去建 |
| 329 | So using these AI researchers, | 所以利用这些人工智能研究者 |
| 330 | all of these incredible computer scientists that they have, | 所有这些不可思议的计算机科学家 他们拥有, |
| 331 | their richness of software capability, | 他们拥有丰富的软件能力, |
| 332 | and they're gonna go build their own complete stack. | 他们要去建造自己的完整堆栈。 |
| 333 | Once they build that entire complete stack, | 一旦他们建立了整个堆栈, |
| 334 | they'll export it as quickly as you could imagine. | 他们会尽快出口出去 |
| 335 | And this is the world of what we will find someday | 这就是我们总有一天会找到的世界 |
| 336 | if we don't activate. | 如果我们不激活。 |
| 337 | We'll be buyers, not sellers. | 我们是买家,不是卖家 |
| 338 | That's right. | 没错 |
| 339 | Let me ask you now, you're in Washington, D.C. | 我现在问你,你在华盛顿特区。 |
| 340 | I know you don't look forward to those opportunities, | 我知道你不期待这些机会, |
| 341 | but we're only opportunity to wear a suit and a tie. | 但我们只是穿西装和领带的机会 |
| 342 | But let me ask, because we're involved in something | 但让我问一下,因为我们卷入了一件事 |
| 343 | I've not seen before in my 45 years here. | 我在这45年里没见过 |
| 344 | We've delved into industrial policy. | 我们探索了产业政策 |
| 345 | I always thought industrial policy was something | 我一直认为产业政策是件好事 |
| 346 | that we shouldn't be doing in this country. | 我们不应该在这个国家做。 |
| 347 | Now the Biden administration decided that they would define | 现在拜登政府决定 他们将定义 |
| 348 | what they would allow you to sell. | 他们允许你卖什么? |
| 349 | And they have this thing that they call diffusion | 他们有这种东西 他们称之为传播 |
| 350 | that they were trying to manage. | 他们试图管理。 |
| 351 | Now you get the Trump administration, | 现在你得到川普政府, |
| 352 | they don't have that, but they want a golden share | 他们没有,但他们想要一个黄金份额 |
| 353 | and they want a percent of the cut | 他们想要一个 百分比的削减 |
| 354 | on how you're doing business. | 关于你如何做生意。 |
| 355 | Tell me about how you look at this, | 告诉我你是怎么看待这个的 |
| 356 | this industrial policy that we have in Washington. | 我们华盛顿的工业政策 |
| 357 | I do agree that industrial policy should intervene | 我同意产业政策应该干预 |
| 358 | when a dramatic action needs to be taken. | 当需要采取戏剧性行动时。 |
| 359 | I also would say that President Trump walked | 我还要说,川普总统走了 |
| 360 | into a situation where dramatic actions needed to be taken. | 进入需要采取戏剧性行动的局面。 |
| 361 | The first dramatic action that needed to be taken | 需要采取的第一项重大行动 |
| 362 | is to reverse the mistakes that have been made | 就是要扭转错误 |
| 363 | in energy growth over the course of the last decade. | 在过去十年中能源增长方面。 |
| 364 | We have done our country a great disservice. | 我们给国家造成了极大的伤害。 |
| 365 | There are no new industries you can grow without energy. | 没有能源,就没有新的产业可以发展。 |
| 366 | That's right, we need electricity. | 没错,我们需要电力 |
| 367 | Because otherwise, sure, we could all be | 因为否则,当然,我们都可以 |
| 368 | in the services industry. | 服务行业。 |
| 369 | And as you know, the service industry only needs calories. | 如你所知 服务业只需要热量 |
| 370 | But manufacturing industry needs electricities. | 但制造业需要电能. |
| 371 | And so we need energy, number one. | 所以我们需要能量,第一。 |
| 372 | Number two, we do need, if we wanna fix our social issues, | 第二,我们确实需要, 如果我们想解决我们的社会问题, |
| 373 | domestic social issues, we have to create prosperity, | 国内社会问题,我们必须创造繁荣, |
| 374 | not just for people with PhDs and college degrees, | 不只是针对有博士和大学学位的人 |
| 375 | we have to create prosperity for every segment of the economy. | 我们必须为经济的每一部分创造繁荣。 |
| 376 | And so the largest segment of the economy is manufacturing, | 所以最大的经济部门是制造业 |
| 377 | and we've offshored that for too long, for 20 years. | 我们离岸太久了 20年了 |
| 378 | We have to bring that back and we have the ability to do so. | 我们必须恢复这一点,我们有能力这样做。 |
| 379 | And this AI industrial revolution, this flashpoint, | 而这个AI工业革命, 这个热点, |
| 380 | is precisely when we should do it. | 我们正是何时应该这样做。 |
| 381 | Because it allows us, it created a company called Nvidia, | 因为它允许我们, 它创建了一个公司叫Nvidia, |
| 382 | made it possible for us to have such a large ecosystem | 使得我们有了如此巨大的生态系统 |
| 383 | of suppliers, we can encourage them to partner with us, | 我们可以鼓励供应商和我们合作, |
| 384 | we can encourage Taiwan to partner with us, | 我们可以鼓励台湾与我们合作, |
| 385 | to help us re-industrialize the United States, | 帮助我们重新工业化 美国, |
| 386 | and they've done so with great support. | 他们这样做得到了极大的支持。 |
| 387 | Taiwan really needs to have some acknowledgement | 台湾真的需要一些承认 |
| 388 | for the incredible effort that they're putting in place | 他们正在做出令人难以置信的努力 |
| 389 | to help us re-industrialize the United States. | 帮助我们重新工业化 美国。 |
| 390 | If not for the work that they're doing, | 如果不是因为他们的工作 |
| 391 | the work that Nvidia has done in Arizona | 恩维迪亚在亚利桑那州的工作 |
| 392 | wouldn't have made the progress it has. | 也不会有进步 |
| 393 | I recently gave a congratulation speech at TSMC in Arizona, | 我最近在亚利桑那州TSMC发表祝贺演说 |
| 394 | and when I looked out into the audience, | 当我看着观众, |
| 395 | it was two-thirds Taiwanese and one-third American. | 是三分之二的台湾人和三分之一的美国人 |
| 396 | Arizona is practically, | 亚利桑那州实际上 |
| 397 | well, the quality of Taiwanese food in Arizona, | 亚利桑那州的台湾食品质量 |
| 398 | let me just put it that way. | 这么说吧 |
| 399 | The quality of Taiwanese food in Arizona | 亚利桑那台湾食品的质量 |
| 400 | has increased tremendously, okay? | 增长很大,好吗? |
| 401 | You wanna get a bowl of beef noodle soup, | 你想得到一碗牛肉面汤, |
| 402 | you're gonna do just fine. | 你会做的很好。 |
| 403 | But all these young families from Taiwan | 但是这些来自台湾的年轻家庭 |
| 404 | came to help us stand up our factories, | 来帮助我们站起来的工厂, |
| 405 | and so we should acknowledge that. | 因此,我们应该承认这一点。 |
| 406 | And South Korea helping us stand up | 韩国帮助我们站起来 |
| 407 | our memory manufacturing, we should acknowledge that. | 我们的记忆制造,我们应该承认这一点。 |
| 408 | The companies Foxconn, Whistron, Amcor, Spill, | 福克斯康、惠斯顿、安科、斯菲尔 |
| 409 | helping us set up systems manufacturing, | 帮助我们建立 系统制造, |
| 410 | they came from Taiwan, really important. | 他们来自台湾,非常重要。 |
| 411 | So one, if not for the fact, | 所以,如果不是事实, |
| 412 | the second industrial policy | 第二项工业政策 |
| 413 | is to re-industrialize the United States. | 是使美国重新工业化。 |
| 414 | That, I think, is a fantastic, fantastic initiative, | 我认为,这是一个非常棒,非常棒的举措, |
| 415 | and I'm all behind that. | 这一切由我负责 |
| 416 | I was probably the first CEO to jump behind that | 我大概是第一个 跳过后 |
| 417 | and take advantage of Nvidia's capabilities | 利用恩维迪亚的能力 |
| 418 | and this flashpoint of AI industrial revolution | 以及AI工业革命的热点 |
| 419 | to help bring all of that supply chain. | 帮助带来所有供应链。 |
| 420 | I committed to my customers, my partners, | 我对我的客户,我的合伙人, |
| 421 | that we're gonna build in this administration | 我们要在这个政府建设 |
| 422 | within President Trump's term, | 在特朗普总统任期内 |
| 423 | half a trillion dollars of AI supercomputers. | 半兆元的AI超级计算机。 |
| 424 | And so that's the second part, | 所以这是第二部分, |
| 425 | energy growth, re-industrializing the United States. | 能源增长,美国重新工业化. |
| 426 | The third part that I think required | 我认为需要的第三部分 |
| 427 | a fair amount of discussion | 相当数量的讨论 |
| 428 | to help policymakers understand | 帮助决策者理解 |
| 429 | that technology leadership, American technology leadership, | 技术领导者 美国技术领导者 |
| 430 | and American national security goes hand in hand. | 美国的国家安全是紧密相连的 |
| 431 | Our nation's extraordinary technology industry | 我们国家非凡的技术产业 |
| 432 | is part of our national security. | 是我们国家安全的一部分。 |
| 433 | The fact that we have our technology all over the world, | 我们在全世界都有技术 |
| 434 | that the world relies on to build their industries, | 世界依赖建设自己的工业, |
| 435 | their ecosystem, their economies, | 生态系统,经济, |
| 436 | is an advantage for the United States. | 对美国来说是一种优势。 |
| 437 | It's a strength of the United States. | 其力为美国. |
| 438 | It helps keep United States safe | 这能保护美国的安全 |
| 439 | when everybody works with us. | 当每个人都与我们合作。 |
| 440 | Let me build on that. | 让我在此基础上更进一步。 |
| 441 | You know, I think national security, | 你知道,我认为国家安全, |
| 442 | there are two dimensions of national security. | 国家安全有两个方面。 |
| 443 | And I differentiate small case and large case. | 我区分小案件和大案件 |
| 444 | Small case, national security, small n, small s. | 小案,国家安全,小n,小S. |
| 445 | I think that's aircraft carriers and bombers | 我想那是航空母舰和轰炸机 |
| 446 | and divisions and training programs. | - 各司和培训方案。 |
| 447 | Capital national security, n, s, | 首都国家安全,n,s, |
| 448 | is the dynamism of your economy, | 是你的经济活力, |
| 449 | the productivity of your industry, | 你行业的生产力, |
| 450 | the creativity of your ideas industry, | 你的思想界的创造力, |
| 451 | the sense of fairness in your judicial system. | 在你的司法系统中的公平感。 |
| 452 | You are here, you benefit from that larger case, | 你在这里 你从这个更大的案子中获益 |
| 453 | but you're building that larger national security | 但你正在建设更大的国家安全 |
| 454 | industry. | 工业。 |
| 455 | Tell us how you think about your role on national security. | 告诉我们你如何思考 你的角色 在国家安全。 |
| 456 | Number one, NVIDIA was birthed in the United States. | 第一,NVIDIA在美国出生. |
| 457 | We are a proud American company. | 我们是一个自豪的美国公司。 |
| 458 | We're inventive, we're vibrant. | 我们有创造力,充满活力。 |
| 459 | We're at the center of the single most important | 我们是最重要的一个 |
| 460 | industrial revolution in human history. | 人类历史上的工业革命. |
| 461 | This is an industrial revolution in every single way, | 这是一次工业革命 从每一个方面来说, |
| 462 | as important as electricity. | 和电力一样重要 |
| 463 | We are going to impact every single industry, | 我们将影响每一个行业, |
| 464 | every single company, every country will build it, | 每个公司,每一个国家都会建造它, |
| 465 | every company will use it. | 每个公司都会使用它。 |
| 466 | We export American technology wherever the United States | 我们输出美国技术 无论美国在哪里 |
| 467 | would like us to export the American technology. | 希望我们出口美国技术 |
| 468 | This is an extraordinary opportunity for us | 这对我们来说是个难得的机会 |
| 469 | to make a substantial contribution | 作出实质性贡献 |
| 470 | to our national security. | 我们的国家安全。 |
| 471 | We also know that national security | 我们还知道,国家安全 |
| 472 | and economic security and economic prosperity | 经济安全与经济繁荣 |
| 473 | go hand in hand. | 并肩作战 |
| 474 | The wealthier our nation, the more we can fund | 国家越富,我们就越能资助 |
| 475 | the mightiest military on the planet. | 世界上最强大的军事力量 |
| 476 | And I do believe that it is the case where, | 我确实相信,这是这样的情况, |
| 477 | because of this new industrial revolution | 因为这次新的工业革命 |
| 478 | that we've started, we are creating new factories | 我们开始,我们正在创建新的工厂 |
| 479 | in America, we're creating new jobs in America. | 在美国,我们正在创造新的工作机会。 |
| 480 | And somebody recently told me that we contributed more | 最近有人告诉我 我们贡献更多 |
| 481 | to economic growth singularly | 实现经济增长 |
| 482 | {\fn黑体\fs22\bord1\shad0\3aHBE\4aH00\fscx67\fscy66\2cHFFFFFF\3cH808080}比现在世界上任何一家公司 | |
| 483 | to the American economy. | 美国经济。 |
| 484 | And I believe that that's probably true. | 我相信这也许是事实 |
| 485 | 其原因是NVIDIA | |
| 486 | is a multi-hundred billion dollar company | 是一家千亿元的公司 |
| 487 | supporting multi-hundred billion dollar companies | 支持数以千亿计的公司 |
| 488 | going after trillion dollars of industry. | 之后的万亿产业。 |
| 489 | And so the economic prosperity, | 所以经济繁荣 |
| 490 | the technology leadership, unquestionable, | 无可置疑的科技领导者 |
| 491 | the technology, the economic prosperity | 技术、经济繁荣 |
| 492 | that we can contribute to, unquestionable. | 无疑,我们可以促进。 |
| 493 | Now the question then becomes, | 现在问题就变成了 |
| 494 | how do we think through the diffusion of, | 我们如何通过传播, |
| 495 | the export of, the proliferation of | 出口、扩散、 |
| 496 | American technologies and standards? | 美国的技术和标准? |
| 497 | We should of course, number one, | 我们当然应该,第一, |
| 498 | safeguard our national security, | 捍卫我们的国家安全, |
| 499 | the little n, little s, to ensure that adversaries | 小N,小S,确保对手 |
| 500 | don't have access to sensitive technology | 没有敏感技术 |
| 501 | or advanced technology that we don't need them | 或我们不需要的先进技术 |
| 502 | to have access to. | 可以进入。 |
| 503 | We should number two, ensure that American companies, | 我们应该第二,确保美国公司, |
| 504 | American technology companies, | 美国科技公司, |
| 505 | through partnership with us have the benefit | 通过与我们的伙伴关系, |
| 506 | of the best and first. | 最好的和最先的。 |
| 507 | But then after that, after number one and number two, | 但之后,第一和第二, |
| 508 | we should also proliferate American technology standards, | 我们还应该推广美国的技术标准, |
| 509 | compete around the world, | 在世界各地竞争, |
| 510 | fuel this flywheel of funding our R&D | 给这飞轮的研发资金加油 |
| 511 | so that we can continue to be the mightiest | 这样我们才能继续成为最强大的 |
| 512 | technology industry in the world | 世界技术工业 |
| 513 | so that we can fund the mightiest military in the world. | 这样我们才能资助世界上最强大的军队 |
| 514 | And all of that I think goes hand in hand. | 我认为这一切是并存的。 |
| 515 | Several times, you know, Chairman Huang, | 黄会长,有好几次 |
| 516 | you've talked about energy as being a pacing problem here. | 你们把能量说成是时间问题 |
| 517 | We, you know, when we invented LED lighting, | 当我们发明LED照明时 |
| 518 | we just lost the demand signal | 我们刚刚失去了需求信号 |
| 519 | and half of our electricity grid is merchant supplier | 我们一半的电网是商贩 |
| 520 | and so they don't buy ahead of need. | 所以他们不会先买后买 |
| 521 | And so we're now really way behind. | 所以我们现在真的落后了。 |
| 522 | You pointed out that China has built out twice | 你指出,中国建设了两次 |
| 523 | the capacity of electricity than has the United States. | 电能比美国强 |
| 524 | How big a constraint do you see that as being | 你觉得这有多严重? |
| 525 | for our build out for this revolution | 为这场革命而建设 |
| 526 | that you're trying to create? | 你想创造什么? |
| 527 | Deeply serious. | 认真的 |
| 528 | I think at this point, | 我觉得此时此刻 |
| 529 | we have to use every form of energy we can. | 我们必须用各种能量 |
| 530 | I believe we can't rely on the power grid. | 我相信我们不能依赖电网 |
| 531 | We gotta build behind the meter. | 我们得在计时器后面建起来 |
| 532 | We obviously need power generation systems. | 我们显然需要发电系统。 |
| 533 | There's no question we should try to encourage | 毫无疑问我们应该鼓励 |
| 534 | and try to accelerate nuclear. | 并尝试加速核电. |
| 535 | We need to have energy growth very, very shortly. | 我们需要很快的能源增长。 |
| 536 | In the meantime, we're advancing our technology so quickly, | 同时,我们的技术进展如此之快 |
| 537 | no company, our scale, | 没有公司,我们的尺度, |
| 538 | has ever introduced new generations every year. | 每年引进新一代。 |
| 539 | And when I say we just ship a new chip every year, | 当我说我们只是每年运送一个新的芯片, |
| 540 | people, you know, when people, | 人们,你知道, 当人们, |
| 541 | because there's so many gamers in the world | 因为世界上有很多玩家 |
| 542 | and they've known me for so long, | 他们认识我很久了 |
| 543 | and when they think about what Nvidia builds, | 当他们想着恩维迪亚所建造的东西的时候, |
| 544 | they think it's a module that looks like | 他们认为这是一个模块 看起来像 |
| 545 | a gaming graphics card, our GeForce graphics card, | 一个游戏图形卡,我们的GeForce图形卡, |
| 546 | and they plug it into their PC. | 他们把它插进电脑里 |
| 547 | Well, a GPU for AI centers, AI data centers, | 人工智能中心的GPU 人工智能数据中心 |
| 548 | GPU重两吨 | |
| 549 | It has one and a half million parts. | 它有150万个部件。 |
| 550 | It consumes 200,000 watts. | 它消耗20万瓦特. |
| 551 | It costs three million dollars. | 花了300万美元。 |
| 552 | Every so often somebody says, you know, | 经常有人说 |
| 553 | these GPUs are being smuggled. | 这些GPU被走私。 |
| 554 | I really would love to see it. | 我真的很想看这个 |
| 555 | Not to mention, you have to smuggle enough of them | 更别提了,你必须走私足够多 |
| 556 | to fill a football field full of these things | 充满了这些东西的足球场 |
| 557 | so that you could run it as an AI data center. | 这样你就可以运行它作为一个AI数据中心。 |
| 558 | And so anyhow, the technology that we make each year | 无论如何,我们每年制造的技术 |
| 559 | allows us to increase the performance | 允许我们提高性能 |
| 560 | {\fn黑体\fs20\shad2\2aH82\3aH20\4aH33\fscx95\3cH592001\be1}多少次了 {\fn黑体\fs20\shad2\2aH82\3aH20\4aH33\fscx95\3cH592001\be1}同样的力量 | |
| 561 | And let me just pick a number, | 让我挑个号码 |
| 562 | say five times or 10 times each year. | 每年说5次或10次 |
| 563 | As a result, our energy efficiency improves | 因此,我们的能源效率提高了 |
| 564 | by five times or 10 times each year. | 每年5次或10次。 |
| 565 | But the problem is this. | 但问题是这个。 |
| 566 | We're at the beginning of this technology build out. | 我们正处在这个技术的开始阶段。 |
| 567 | I'm improving the performance | 我在改进表现 |
| 568 | by a factor of 10 times each year, | 乘以每年10次的系数, |
| 569 | but demand is going up by a factor of 10,000, | 但需求上升了1万倍, |
| 570 | a million times each year. | 每年100万次。 |
| 571 | AI's getting more compute intensive, | AI的计算越来越密集, |
| 572 | the adoption's going way up. | 收养的进行得很快 |
| 573 | I've got all these exponentials. | 我已经得到了所有这些指数。 |
| 574 | And so we're gonna keep chasing this. | 所以我们要继续追查 |
| 575 | We're gonna be completely dedicated | 我们要全力以赴 |
| 576 | to advancing the technology as fast as we can. | 尽可能快地推进技术。 |
| 577 | But the bottom line is we need energy. | 但底线是我们需要能量。 |
| 578 | And forgive me for interjecting myself, | 原谅我插嘴 |
| 579 | I do think we have to overcome the NIMI constraints. | 我认为我们必须克服NIMI的限制。 |
| 580 | We're going to have to find some structure | 我们要找到一些结构 |
| 581 | of federal preemption so that we can overcome the barriers. | 联邦的先发制人 这样我们才能克服障碍 |
| 582 | That's my comment, that's not your comment. | 这是我的评论,这不是你的评论。 |
| 583 | I don't want you to get in trouble for my saying that. | 我不想你因为我这么说而惹麻烦 |
| 584 | Let me ask you, last year. | 让我问你,去年。 |
| 585 | Thank you for that. | 谢谢你 |
| 586 | Last year, the world installed two million robots. | 去年,世界安装了200万台机器人。 |
| 587 | Half of them were in China, | 他们一半在中国 |
| 588 | which is really astounding when you think about it. | 这真的令人吃惊 当你想到它。 |
| 589 | Tell me how robots fit in with AI. | 告诉我机器人如何融入AI |
| 590 | Let me just give you one example | 让我举个例子 |
| 591 | of why it's around the corner. | 为什么在拐角处 |
| 592 | These days you could describe in text | 这些天你可以在文字中描述 |
| 593 | and you give it to a video AI and it generates a video. | 你把它给一个视频AI 它生成一个视频。 |
| 594 | You guys know this, right? | 你们都知道,对吧? |
| 595 | It actually, from words, you can generate a video. | 实际上,从文字上,你可以生成一个视频。 |
| 596 | 假设录像是Jensen的 | |
| 597 | picks up a cup. | 拿起杯子来 |
| 598 | So I take a picture of this screenshot, | 所以我拍了一张截图 |
| 599 | give it to the AI, that's the starting condition. | 给AI,这是开始条件。 |
| 600 | And I say, now cause Jensen to reach over | 我说,现在让詹森伸手 |
| 601 | and pick up the cup. | 并捡起杯子。 |
| 602 | The AI creates pixel by pixel, token by token, | AI通过像素创建像素,代号, |
| 603 | my arm picking up the cup. | 我的手臂捡起杯子。 |
| 604 | And that everybody knows is possible today. | 大家都知道今天是可能的。 |
| 605 | You guys have seen it. | 你们已经看到了。 |
| 606 | Well, the AI can't tell the difference | 人工智能无法区分 |
| 607 | between it manipulating pixels | 操作像素之间 |
| 608 | versus it's manipulating a bunch of motors. | 与它操纵着一堆马达相对. |
| 609 | So the idea that I can tell the robot, pick up the cup, | 所以我能告诉机器人 拿起杯子 |
| 610 | is clearly just around the corner. | 很明显就在拐角处 |
| 611 | We just have to take that AI, | 我们只需要拿那个AI, |
| 612 | which currently sits in the cloud | 现居云中 |
| 613 | and we have to put it into otherwise called embody | 我们必须把它化为 另一种叫"象征" |
| 614 | it into a physical mechanical system, | 进入物理机械系统, |
| 615 | which is called robotics. | 这叫做机器人 |
| 616 | So the AI is around the corner. | 所以人工智能就在拐角处 |
| 617 | We can see early evidence | 我们可以看到早期的证据 |
| 618 | that the technology must be possible. | 技术必须是可能的。 |
| 619 | Now, China is going to be very, very good at this | 现在,中国会非常,非常擅长这个 |
| 620 | for several reasons. | 有几个原因。 |
| 621 | They have great demand. | 他们有巨大的需求。 |
| 622 | They have a natural indigenous demand for more workers | 他们自然需要更多的工人 |
| 623 | manufacturing as core part of what they do. | 制造是他们工作的核心 |
| 624 | We, by the way, because we're now re-industrializing, | 顺便说一句,因为我们现在正重新工业化 |
| 625 | reshoring, manufacturing, | 恢复、制造、 |
| 626 | we now again also have significant demand | 我们现在又有了巨大的需求 |
| 627 | for factory automation. | 工厂自动化 |
| 628 | And there's no question we have a shortage of labor. | 毫无疑问,我们缺少劳动力。 |
| 629 | We all know that our industries would be larger, | 我们都知道我们的工业会更大 |
| 630 | more profitable, more vibrant if we just had more workers. | 更有利可图,更有活力 如果我们有更多的工人。 |
| 631 | And so they have the same challenge. | 所以他们也有同样的挑战。 |
| 632 | They have worker shortage coming up, | 工人短缺, |
| 633 | very severe worker shortage coming up | 工人严重短缺 |
| 634 | so they have a national strategic imperative | 因此,他们有国家战略需要 |
| 635 | to make sure that robotics happens. | 以确保机器人发生。 |
| 636 | Number one, number two, they have the AI technology | 第一,第二,他们有AI技术 |
| 637 | and number three, this is where they have a big advantage. | 第三,这是他们有很大优势的地方。 |
| 638 | They're really very good at electronics | 他们非常擅长电子学 |
| 639 | and mechanical intersections, otherwise known as mechatronics. | 和机械十字路口,又称中枢路口. |
| 640 | This entire area is, they have the harmony of demand | 整个地区是, 他们有需求和谐 |
| 641 | and supply side capability. | 和供给方能力。 |
| 642 | Now, many other countries, | 现在,许多其他国家, |
| 643 | Japan has surely the man side. | 日本肯定有男人的一面。 |
| 644 | They have the megatronics, | 他们有巨星, |
| 645 | but Japan needs to have much better AI technology. | 但日本需要更好的人工智能技术 |
| 646 | Germany, great demand, extraordinary mechatronics. | 德国 需求巨大 超乎寻常的杂技 |
| 647 | They need to have great AI technology. | 他们需要强大的AI技术. |
| 648 | United States, if we re-short industrial, | 美国,如果我们重新缩短工业, |
| 649 | re-industrialize our nation, we will have great demand. | 重新工业化我们的民族,我们将有巨大的需求. |
| 650 | We have great say software technology, | 我们有很好的软件技术 |
| 651 | but we really, at the moment, | 但我们现在真的 |
| 652 | need to improve our mechanical electronics. | 需要改进我们的机械电子 |
| 653 | Yeah, I mean, using AI to find a better vegan recipe | 是啊,我的意思是,利用AI 找到一个更好的素食配方 |
| 654 | for foie gras, maybe something my wife will look up, | 鹅肝,也许 东西我的妻子会期待, |
| 655 | but we need to make this into- | 但我们需要把这个变成... |
| 656 | That would be a miracle indeed, sir. | 那确实是个奇迹,长官 |
| 657 | It would be good. | 这将是很好的。 |
| 658 | But we need to turn this into productive machinery | 但我们需要把这个变成生产机器 |
| 659 | and the way in which it's gonna change the landscape. | 以及改变地貌的方式 |
| 660 | Let me ask you, because we're running out of time, | 我问你,因为我们没时间了 |
| 661 | you know, I was talking to a friend of mine | 你知道,我在跟我的一个朋友说话 |
| 662 | who's a dean of a major research institute, | 他是一个主要研究机构的院长, |
| 663 | and I asked him, I said, | 我问他,我说, |
| 664 | how is your faculty dealing with AI? | 你的教职员工怎么处理AI? |
| 665 | And he said, well, you know, | 他说,嗯,你知道, |
| 666 | the engineering faculty is excited. | 工程系很兴奋 |
| 667 | They really think this is fabulous. | 他们真的认为这是美妙的。 |
| 668 | He said, the science faculty is really curious, | 他说,科学系真的很好奇, |
| 669 | and they think it potentially opens up real opportunity. | 他们认为这有可能带来真正的机遇 |
| 670 | And the humanities faculty thinks it's the end of the world. | 而人文系认为是世界末日. |
| 671 | So it is a shorthand for the anxiety | 所以这是焦虑的简称 |
| 672 | that people feel about the dark side of AI. | 人们觉得AI的黑暗面。 |
| 673 | How do you talk to us about that? | 你怎么和我们谈的? |
| 674 | Let me start from the end. | 让我从头开始。 |
| 675 | There's no question that everyone's jobs, profession, | 毫无疑问,每个人的工作,职业, |
| 676 | will be affected by AI, | 将受到大赦国际的影响, |
| 677 | because the tasks within our jobs | 因为我们的工作任务 |
| 678 | are going to be dramatically enhanced by AI. | AI将会大大增强。 |
| 679 | Some jobs will become obsolete. | 一些工作将变得过时。 |
| 680 | New jobs are going to be created, | 将会创造新的就业机会, |
| 681 | and every job will be changed. | 每一个工作都会被改变 |
| 682 | I use two words just now, | 我刚刚用了两个字 |
| 683 | and it's really important we think about these two words | 我们考虑这两个词很重要 |
| 684 | very differently. | 非常不一样 |
| 685 | One is task, the other one is job. | 一个是任务,另一个是工作。 |
| 686 | Now, it turns out, | 现在,结果, |
| 687 | I think it was something like seven, eight years ago, | 应该是七八年前的事 |
| 688 | a very important AI scientist, | 一个非常重要的AI科学家, |
| 689 | maybe the most important AI scientist, | 也许最重要的AI科学家, |
| 690 | declared the first application for AI will be radiology, | 宣布首次申请AI将是放射科, |
| 691 | because computer vision was the first breakthrough, | 因为计算机视觉是第一个突破 |
| 692 | and that in fact, entire radiology industry | 事实上,整个放射工业 |
| 693 | within five years will be completely transformed by AI, | 五年之内,AI将彻底改变, |
| 694 | and that in five years' time, | 五年后,我们开始 |
| 695 | radiologists will all lose their job, | 放射科医生都会失业 |
| 696 | and he advises that no one should be a radiologist. | 他建议不要让任何人做放射学家 |
| 697 | That was his advice, and it was taken very seriously. | 这是他的建议,并被认真对待。 |
| 698 | Now, some five, six, seven, eight years later, | 现在,大约五,六,七,八年后, |
| 699 | every single radiology platform | 每个放射学平台 |
| 700 | has been completely transformed by AI, 100%. | 被AI彻底改造,100%. |
| 701 | Every single radiology platform. | 每个放射学平台 |
| 702 | The number of radiologists has increased. | 放射科医生人数有所增加。 |
| 703 | The question is why, | 问题是为什么, |
| 704 | and the reason for that is because, as it turns out, | 原因就在于 事实证明 |
| 705 | studying the scans, studying the images, | 研究扫描 研究图像 |
| 706 | is the task of a radiologist. | 是放射科医生的任务 |
| 707 | The goal or the job of a radiologist | 放射科医生的目标或工作 |
| 708 | is to diagnose disease. | 是诊断疾病。 |
| 709 | This is true for many, many people. | 对许多人来说都是这样。 |
| 710 | People say, I don't need software engineers | 人们说,我不需要软件工程师 |
| 711 | because apparently coding is going to be automated. | 因为显然编码是自动的。 |
| 712 | I've given AIs to every one of my software engineers | 我给每个软件工程师的AI |
| 713 | and hardware engineers and engineers, period. | 以及硬件工程师和工程师,时期。 |
| 714 | 100%的NVIDIA拥有AI助手,AI编码器, | |
| 715 | and they're busier than ever, | 他们比以前更忙, |
| 716 | and so the question is what is the task | 所以问题在于任务是什么 |
| 717 | versus what is the job? | 相对于是什么工作? |
| 718 | No different than a financial analyst. | 与财务分析师无异. |
| 719 | The task is mess around with spreadsheets, | 任务就是把电子表格弄乱, |
| 720 | but the job is to make a financial advice. | 但工作是提出财务建议 |
| 721 | The job is to help a customer. | 工作是帮助客户。 |
| 722 | The job is to analyze a market, | 工作是分析市场 |
| 723 | make a prediction about a market, | 预测一个市场, |
| 724 | and so the human factor is still quite significant, | 所以人的因素仍然相当重要, |
| 725 | and I would just tell everyone, | 我会告诉大家, |
| 726 | before you decide that AI is something | 在你决定人工智能是什么之前 |
| 727 | that you're worried about or scared about, | 你担心或害怕, |
| 728 | go engage it, go use it, | 去使用它,去使用它, |
| 729 | and even in the humanities, | 即使在人文学科, |
| 730 | the fact of the matter is with AI today, | 事实是今天的AI, |
| 731 | my writing has improved. | 我的写作有了改进 |
| 732 | I don't think the quality is. | 我不认为质量是。 |
| 733 | It still writes in my taste and my ways, | 它仍然写在我的口味和方式, |
| 734 | but my speed of writing has dramatically improved, | 但我的写作速度有了很大的改善 |
| 735 | and so I'm more productive today. | 所以我今天更富有生产力 |
| 736 | I'm still writing the original pieces. | 我还在写原稿 |
| 737 | I still have to write the original voice. | 我还是得写原声 |
| 738 | I still have to create the original thought. | 我还得创造出最初的想法 |
| 739 | But every so often, as you know, | 但每次如此频繁,你知道, |
| 740 | when we derive other speeches | 当我们得出其他的演讲 |
| 741 | out of other previous speeches, | 在以前的其他发言中, |
| 742 | the concepts are very similar, | 这些概念非常相似, |
| 743 | but the content, the delivery, | 但内容,交付, |
| 744 | the context is so different, | 环境是如此不同, |
| 745 | we now can use AI to help us regenerate the first draft. | 我们现在可以用人工智能 帮助我们重新生成第一稿 |
| 746 | So for me, for the humanities, | 所以对我来说,对于人文, |
| 747 | I would just say original thought, original writing, | 我只想说原创思想,原创写作, |
| 748 | your taste made with human hands | 用人类的手创造的味道 |
| 749 | are still always going to be valuable. | 永远是有价值的。 |
| 750 | I went in for an MRI recently. | 我最近做了核磁共振 |
| 751 | My wife said, make sure you take a picture. | 我妻子说,确保你拍照。 |
| 752 | I don't think there's a brain up there, | 我觉得上面没有大脑 |
| 753 | but I'd like to see it to prove there's something. | 但我想看看 来证明有什么东西 |
| 754 | And what did you find out, sir? | 你发现了什么 长官? |
| 755 | There was nothing. | 什么都没有 |
| 756 | I mean, she was right and I was wrong. | 我的意思是,她是对的,我错了。 |
| 757 | We're coming to the end, | 我们即将结束 |
| 758 | and you're in Washington. | 你在华盛顿 |
| 759 | You don't, this is always a joyful experience | 你没有,这总是一个快乐的经历 |
| 760 | to come to Washington, | 来到华盛顿, |
| 761 | but share with us what your thoughts | 你应当与我们分享你的想法, |
| 762 | on how we should think about this remarkable revolution | 如何思考这场非凡的革命 |
| 763 | that's appearing in your world. | 你的世界正在出现 |
| 764 | You're leading it. | 你领导它。 |
| 765 | We're going to experience it. | 我们要体验一下 |
| 766 | We're probably gonna try to regulate it. | 我们可能要试着调节它。 |
| 767 | We don't know how to do that, | 我们不知道如何做到这一点, |
| 768 | but tell us just a little bit | 但告诉我们一点点 |
| 769 | how you think we should be anticipating this | 你觉得我们应该如何预测 |
| 770 | and thinking about our future. | 想想我们的未来 |
| 771 | There are many, of course, | 当然有很多 |
| 772 | we spoke about many different things | 我们谈了很多不同的事情 |
| 773 | that Washington has been extraordinarily helpful | 华盛顿非常有帮助 |
| 774 | in already shaping the outcome for our nation. | 已经决定了我们国家的成果。 |
| 775 | We spoke about industrial policies | 我们谈到工业政策 |
| 776 | and how, in fact, a heavy-handed approach was necessary | 以及实际上如何需要采取严厉手段 |
| 777 | and it was just in time. | 时间正好 |
| 778 | It is the case that Washington, D.C. is foreign to me, | 华盛顿特区对我而言是外国人, |
| 779 | and I've had the benefit of coming here now | 我本来可以来这里的 |
| 780 | since the first time I saw you, our first night, | 自从我第一次见到你, 我们的第一个晚上, |
| 781 | and it's unnatural to me. | 这对我来说是不正常的。 |
| 782 | However, what I can tell you is we all want the same thing. | 然而,我可以告诉你的是 我们都想要同样的东西。 |
| 783 | We want America to win. | 我们希望美国获胜。 |
| 784 | We want America to be the greatest nation in the world. | 我们希望美国成为世界上最伟大的国家. |
| 785 | We have extraordinary capabilities. | 我们有非凡的能力。 |
| 786 | I'm, you know, it's hard not to be romantic | 我,你知道,这很难 不浪漫 |
| 787 | about this country. | 关于这个国家。 |
| 788 | My parents had the American dream. | 我父母做了美国梦 |
| 789 | My father always wanted us to grow up in the United States, | 我父亲一直希望我们在美国长大 |
| 790 | sent us here when I was nine, | 我九岁时就派我们来这里 |
| 791 | and they had almost nothing to start a life here, | 他们几乎没有什么 开始在这里的生活, |
| 792 | and somehow, through that journey, | 不知何故,经过那段旅程, |
| 793 | I'm here with the privilege of leading | 我在这里有幸领导 |
| 794 | one of the most consequential companies | 最有影响的公司之一 |
| 795 | in the history of humanity. | 在人类历史上。 |
| 796 | And you just can't write a better story than that. | 你只能写一个更好的故事 |
| 797 | You can't not be romantic about this country. | 你不能对这个国家不浪漫 |
| 798 | I'm surrounded by extraordinary scientists. | 我周围都是杰出的科学家 |
| 799 | I'm surrounded by extraordinary people, | 我周围都是非凡的人 |
| 800 | all of our technology partners, | 我们所有的技术伙伴, |
| 801 | the ecosystem that we have here. | 我们这里的生态系统 |
| 802 | It is, you know, I don't want to be complacent, | 我不想自满 |
| 803 | but it is a miracle that there's no question about it, | 但它是一个奇迹, 这是毫无疑问的, |
| 804 | and I have the benefit of working | 我从工作中受益 |
| 805 | with every nation in the world. | 与世界上每一个民族。 |
| 806 | And so I think it's, we can say for certain | 所以我认为,我们可以肯定 |
| 807 | that we want the same outcome for this nation. | 我们要为这个国家取得同样的结果。 |
| 808 | It is important, however, that I come here | 不过,我来这里很重要 |
| 809 | so that I could at least explain what is AI. | 所以我至少可以解释一下AI是什么 |
| 810 | It's five layers. | 是五层. |
| 811 | I can explain what is impact, how is it gonna evolve, | 我可以解释什么是影响 如何演变 |
| 812 | and how certain policies, although on appearance, | 以及某些政策,虽然表面上, |
| 813 | might achieve whatever objectives, | 可能实现任何目标, |
| 814 | that the long-term consequences, | 长期后果, |
| 815 | the unintended consequences, | 意外后果, |
| 816 | could be quite dire for the United States. | 对美国来说可能很可怕 |
| 817 | And so I have the benefit of at least explaining it | 所以我至少可以解释一下 |
| 818 | from the perspective of technology | 从技术角度看 |
| 819 | and help advocate for technology leadership | 并帮助倡导技术领导 |
| 820 | so that we could secure our national security. | 这样我们就能确保国家安全 |
| 821 | And so I have that benefit, and I'm deeply grateful | 因此,我有这个好处, 我深深感激 |
| 822 | that the people I get to meet here in Washington, D.C. | 和在华盛顿特区见面的人 |
| 823 | has always had an open door. | 一直有一个敞开的大门。 |
| 824 | And, you know, although this is new for me, | 而且,你知道, 虽然这是新的对我来说, |
| 825 | and I'm clumsy at it, I can also say | 我也很笨拙,我也可以说 |
| 826 | that I'm very grateful that Washington | 我很感激华盛顿 |
| 827 | has been very open to me. | 对我一直很开放。 |
| 828 | I know the answer to this question, | 我知道这个问题的答案 |
| 829 | but I still want to ask it. | 但我还是想问 |
| 830 | Are you optimistic about the future? | 你对未来乐观吗? |
| 831 | Oh, absolutely, 1,000%, 1,000%. | 哦,绝对的,1000%,1000%。 |
| 832 | The best of days are ahead of us. | 诸天最上者. |
| 833 | You know, it is, I don't have to work. | 你知道,这是,我不用工作。 |
| 834 | I think I've done, you know. | 我想我已经做了,你知道的。 |
| 835 | I think that's true. | 我认为这是正确的。 |
| 836 | And Ambassador Rudd, you know, when he first met me, | 和大使陆克文,你知道, 当他第一次见到我, |
| 837 | I had, all my hair was black. | 我有,所有的头发是黑色的。 |
| 838 | And now, you know, if you were to take an image of my brain, | 现在,你知道,如果你要拍 我大脑的图像, |
| 839 | it could turn out to be the same color as yours. | 它会变成和你一样的颜色 |
| 840 | And so, but nonetheless, | 所以,尽管如此, |
| 841 | this is the one decade I will not miss. | 这是我不会错过的十年。 |
| 842 | I simply won't miss this decade. | 我只是不会错过这十年。 |
| 843 | I don't want to miss this next two decades. | 我不想错过接下来的20年 |
| 844 | We are going to do more for the advancement of science. | 我们将为促进科学做更多的工作。 |
| 845 | We're going to do more for the advancement of industry. | 我们要为工业进步做更多工作. |
| 846 | We are going to do more for this nation | 我们要为这个国家做更多的事情 |
| 847 | in the next two decades than potentially | 未来二十年中可能比 |
| 848 | all of it combined in the past. | 这一切都是过去的事 |
| 849 | And so I don't want to miss that. | 所以我不想错过这个 |
| 850 | This is the best of times. | 这是最好的时代。 |
| 851 | I totally share. | 我完全赞成 |
| 852 | I think this is going to be the most marvelous period | 我想这将是最美妙的时期 |
| 853 | in humanity and we're looking forward to. | 在人类中,我们期待着。 |
| 854 | Would you all say thank you with your applause? | 你们愿意掌声谢谢吗? |
| 855 | Thank you. | 谢谢 |
| 856 | Thank you very much. | 谢谢 |
| 857 | Just great ahead! | 刚刚好! |
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