科技巨頭 2025年12月15日

NVIDIA’s Jensen Huang on Securing American Leadership on AI

🤖 AI 重點摘要

  • NVIDIA 定位: 黃仁勳強調 NVIDIA 不僅僅是科技公司,更是美國國家安全及技術發展的關鍵平台,其商業模式集中於純技術層面的創新,而非傳統的社群媒體、電商等商業模式。
  • 五層 AI 架構: NVIDIA 將人工智慧比喻為五層蛋糕,由能源、晶片、基礎設施、模型和應用程式組成,並指出其核心競爭力在於晶片和基於晶片構建的 CUDA 軟體平台。
  • 重新工業化與能源: 黃仁勳認為重新工業化美國至關重要,而能源是支撐此過程的基礎,特別強調川普總統對能源發展的重視。
  • 與中國的 AI 競爭: 儘管 NVIDIA 在晶片方面領先,黃仁勳警告中國在人工智慧競賽中正快速趕上,尤其是在能源成本、基礎設施建設速度和開源模型方面具有優勢。
  • 平台效應與應用: NVIDIA 的平台特性使其能夠與全球各行各業合作,賦能自動駕駛、藥物發現等領域的創新應用,並強調 AI 不僅限於語言理解,還涵蓋基因、物理、金融等廣泛領域。

📝 雙語字幕

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00:00
Well, welcome to all of you out in cyberspace.
好,歡迎各位來自網路世界的觀眾。
00:04
Uh, and I have a wonderful collection of colleagues here in physical space and we're going to have
嗯,我這裡也有許多優秀的同事在場,我們即將和黃仁勳展開一場
00:10
an interesting conversation with Jensen Hang.
非常有趣的對話。
00:15
Um, I would waste your time by introducing him.
嗯,我不想浪費時間介紹他。
00:18
You know, everybody knows Jensen, but um, what you may not know is that he he started from fairly humble roots.
大家可能都認識黃仁勳,但你們或許不知道,他其實出身相當平凡。
00:28
Your mom was a school teacher.
您的母親是一位老師。
00:33
Your dad was a petroleum engineer.
您的父親是一位石油工程師。
00:35
You and I share one thing in common is that's we both started off our first job was
您和我共同擁有一件事,那就是我們第一份工作都是
00:39
running a dishwashing machine in a res in a restaurant.
在餐廳洗碗。
00:42
>> Denny's you >> what was what was your restaurant?
>> 丹尼的(Denny's) >> 您的餐廳是哪一家?
00:46
>> It was at Mount Rushmore when all the you but you did better than I did.
>> 那是在拉什莫爾山,不過你比我做得更好。
00:53
He became he became a uh bus boy and later a waiter and then I guess led him to
他後來成為傳菜生,再之後是服務生,我想這也引領他走向了
00:58
Nvidia the head of Nidia.
輝達的領導地位。
01:02
You know it's a remarkable story.
這真是一個非凡的故事。
01:04
It's I think it's the quitessential American story.
我想這是一個典型的美國故事。
01:07
>> That uh you know we welcome people who come with just energy and imagination and creativity and they make an
>> 我們歡迎充滿活力、想像力和創造力的人,他們創造了
01:09
Yes.
是的。
01:16
astounding success and >> thank you.
令人驚嘆的成功 >> 謝謝。
01:20
Congratulations and thank you thank you for joining us.
恭喜您,也感謝您加入我們。
01:23
We're going to uh we're going to have a very interesting conversation today
我們今天將會進行一場非常有趣的對話。
01:27
colleagues and u you know it's u nvidi is not only a huge economic success but
同事們,你知道,Nvidia 不僅僅是巨大的經濟成功,它也是一個國家安全平台,而我認為我們今天想談論的就是這個。
01:35
it's a national security platform and I think we want to talk about that today.
我一直在看你們的網站,你們確實談到了 Nvidia 是一個平台。
01:41
I've been looking at your um at your website and you do talk about uh Nvidia's being a platform.
平台?
01:52
A platform?
這意味著什麼?
01:53
What does that mean?
平台是你在其上構建其他事物的基礎。
01:54
A platform is something that you build other things upon.
Nvidia 是美國有史以來最大的純技術公司。
01:57
Nvidia is the largest pure play technology company the United States has ever seen.
事實上,我們是全球有史以來最大的純技術公司。
02:05
In fact, we're the largest pure play technology company the world's ever known.
我們從無到有地創造技術。
02:09
We create technology out of nothing.
我們的最終產品是純粹的技術,為了使用它,你必須在其之上創建
02:17
Our final product is pure technology and in order to use it, you have to create
軟體和應用程式,服務於各行各業。
02:20
software and applications for various industries above it.
你知道,如果你看看今天大多數的科技公司,有些可能在社群
02:24
You know, if you look at most of the technology companies today, some of it could be in social
媒體,有些可能在電子商務,有些可能在資訊搜尋,這些都是
02:27
media, some of it could be in e-commerce, some of it it could be in information search and and these are all
非常棒的科技公司,但他們的商業模式是其他東西。
02:32
amazing technology companies whose business models are something else.
我們的商業模式純粹是技術。
02:38
our business model is purely technology.
現在,人工智慧以及我們的技術運作方式是,最終分析來說,技術平台是分層建立的,這也是我們將其視為一個
02:41
Now the way that that AI works and and uh our technology works is that in the
平台的原因之一。
02:44
final analysis the technology platform is built in layers and that's one of the reasons why we think of it as a
你們站在其之上。
02:50
platform.
應用程式或行業就建立在這個平台之上。
02:52
You're standing on top of it.
應用程式或行業就建立在這個平台之上。
02:53
An application or an industry stands on top of that platform.
應用程式或行業就建立在這個平台之上。
02:59
That platform starts with energy on the bottom.
.
03:01
One of the reasons why why uh this administration uh has made such a huge
這個平台從底層的能源開始。
03:05
difference right away if it's is this pro- energy growth initiative its attitude about energy is that if we
其中一個原因,就是為什麼這個政府一上任就產生了如此巨大的
03:12
don't have energy we can't enable this new industry to thrive it is absolutely true so layer one is energy layer two
影響,是因為這個支持能源發展的倡議。它對能源的態度是,如果我們
03:20
are essentially the chips and systems but the chips that's where Nvidia comes in layer three is a whole bunch of
沒有能源,就無法讓這個新興產業蓬勃發展,這絕對是事實。所以第一層是能源,第二層
03:28
software and we build a whole bunch of software on top of our chips.
本質上是晶片和系統,但晶片這部分就是英偉達的用武之地。第三層是大量的
03:32
And we're well known for this piece of software called CUDA, but there's hundreds of
軟體,而我們就在我們的晶片之上構建大量的軟體。
03:34
different pieces of software that we create that enables people to do AI for different fields of science or language
我們以名為 CUDA 的這款軟體而聞名,但我們創造了數百種
03:41
or images or whatever it happens to be, robotics or manufacturing and such.
不同的軟體,讓使用者能夠在不同的科學領域、語言
03:44
>> But that third layer is called infrastructure.
或圖像、或其他任何領域,應用人工智慧,例如機器人或製造業等等。
03:48
Basically software.
>> 但這第三層被稱為基礎設施。
03:48
>> Now people historically have thought of infrastructure really as cloud.
基本上就是軟體。
03:55
But increasingly it's really important to realize that infrastructure includes
>> 過去人們通常認為基礎設施指的是雲端。
03:57
land, power, shell because these are and I'll speak about this in a second that this industry
但越來越重要的是要意識到,基礎設施包含
04:06
spawn another industry altogether and I'll come back to that.
土地、電力、建築,因為這些會衍生出一個全新的產業,我稍後會談到。
04:10
But the third layer is basically infrastructure and that infrastructure includes financial
但第三層基本上就是基礎設施,而這個基礎設施包含金融
04:14
services because it takes an enormous amount of capital to do what we do and historically all of that software.
服務,因為我們所做的事情需要大量的資金,而且過去所有這些軟體,
04:22
the layer above that and this is where people largely focus on when they talk
上一層,這才是人們在談論
04:25
about AI which is the AI models.
人工智慧時主要關注的部分,也就是人工智慧模型。
04:29
This is the revolutionary of course Chad GPT uh incredible work that anthropic does with
這當然是革命性的,像是 Chad GPT,以及 Anthropic 所做的令人驚嘆的工作。
04:33
cloud and uh Google does with Gemini and uh what XAI does with Grock.
.
04:41
But the important thing to realize those are four
雲端以及呃,Google 透過 Gemini 所做的事,還有呃,XAI 透過 Grock 所做的事。
04:44
of the one and a half million AI models in the world.
但重要的是要意識到,那些只是四個
04:49
AI is not just intelligence that understands English or language, but
在全球的一百五十萬個 AI 模型中的。
04:56
it's AI that understands genes, proteins, chemicals, the laws of
AI 並不只是理解英文或語言的智慧,而是
05:03
physics, AI that understands quantum.
理解基因、蛋白質、化學物質、物理定律的 AI,
05:10
AI that understands physical articulation, otherwise known as robotics.
理解量子力學的 AI。
05:15
AI that understands patterns across long sequence of time, financial services,
理解物理動作的 AI,也就是我們熟知的機器人技術。
05:21
>> AI that understand longitudinally across multiple modalities, healthcare.
理解長時間序列模式的 AI,例如金融服務,
05:29
And so AI has all of these different reaches and domains.
>> 理解縱向且跨越多種模式的 AI,例如醫療保健。
05:32
We talk about this one area.
因此,AI 擁有所有這些不同的應用範圍和領域。
05:33
We just have to be very careful to understand that AI AC spans basically every form of information across every
我們只是談論這個特定領域。
05:41
field of science across every single industry.
我們必須非常小心地理解,AI 涵蓋了所有形式的資訊,遍及所有
05:45
One and a half million AIs around the world.
科學領域和所有產業。
05:48
On top of that are all the applications and we never should forget that in the final analysis these AI
全球有一百五十萬個 AI。
05:54
models are technologies but technologies are about enabling application and use whether you're in
在此之上還有所有應用,我們永遠不應該忘記,歸根結底,這些 AI
06:03
health care you know you could be in entertainment manufacturing self-driving cars
模型是技術,而技術是為了實現應用和使用,無論您身處
06:09
transportation each one of these industries have AIs that deeply affect them and these are the five layer stack
醫療保健、娛樂、製造業、自動駕駛汽車
06:18
Nvidia is at the lower level, the platform level.
還是交通運輸,每個產業都有深度影響它們的 AI,而這些就是五層架構。
06:23
The reason why we say that, you know, we're AI company that works with every single AI company in
Nvidia 處於較低層級,也就是平台層級。
06:28
the world is because we're the platform by which we are able to work with all of these technology companies and all these
06:35
application companies across all these industries.
世界之所以如此,是因為我們是讓所有這些科技公司和所有這些應用公司跨足各行各業的平台。
06:38
And so that is a platform that we created.
因此,這是一個我們創造的平台。
06:41
the mode that people describe, not so much a mode, but basically the the language by which all
人們所說的模式,並非真正意義上的模式,而是基本上所有
06:47
of these different applications and these different technologies speak to us is an architecture we invented 25 years
這些不同的應用和不同的科技與我們溝通的語言,是一種我們 25 年前發明的架構。
06:55
ago called CUDA.
這個架構叫做 CUDA。
06:57
And on top of that CUDA libraries, a whole bunch of algorithms that we invented over the years and that
在 CUDA 函式庫之上,還有我們多年來發明的許多演算法,
07:02
is basically Nvidia's platform.
這基本上就是 Nvidia 的平台。
07:07
In the end, we don't build self-driving cars, but we work with every single
歸根結底,我們並不製造自動駕駛汽車,但我們與全球每一家
07:09
self-driving car company in the world.
自動駕駛汽車公司合作。
07:11
In the end, we don't discover drugs, but we just have we work with every single drug discovery company in the world.
歸根結底,我們並不發現藥物,但我們與全球每一家藥物發現公司合作。
07:18
We're the platform by which they build their things.
我們是他們構建事物的平台。
07:21
We're a platform company.
我們是一家平台公司。
07:22
>> I I think half of I had a half a dozen young kids come up to me today say Nvidia gave them a better gaming
>> 我想有一半的人,今天有六個年輕人告訴我 Nvidia 給了他們更好的遊戲體驗。
07:29
experience.
我想大家都在這裡。
07:30
I mean you're all here.
>> 在我們發明人工智慧產業之前 [笑聲],我們首先創造了
07:32
>> Before [laughter] I before we invented the AI industry, >> the first industry we created is the
現代遊戲產業。
07:38
modern gaming industry.
對。
07:40
Yeah.
你們不知道。
07:40
You you don't know this.
07:41
Absolutely.
絕對的。
07:43
I'm very proud of this.
絕對的。
07:44
Nvidia is the world's largest gaming platform.
我為此感到非常自豪。
07:46
>> Yeah.
Nvidia 是全球最大的遊戲平台。
07:48
And >> probably probably didn't know that there >> and that's how most of the kids were
>> 沒錯。
07:51
talking to me about that today.
而且 >> 可能很多人都不知道,而且今天大多數孩子跟我說的都是這樣。
07:53
I want to see a >> 300 million active users.
我希望看到 >> 3 億活躍用戶。
07:59
Yeah.
沒錯。
07:59
a 100 million of them Nintendo Switch.
其中 1 億是 Nintendo Switch 的用戶。
08:02
Yeah, Nvidia's in that.
沒錯,Nvidia 參與其中。
08:02
>> Okay.
>> 好的。
08:04
So, let me ask you.
那麼,讓我問你。
08:07
You said something um recently that was quite provocative.
你最近說了一句相當具有挑釁性的話。
08:10
You you said that China was winning the AI race, the AI competition.
你說中國正在贏得人工智慧競賽,人工智慧的競爭。
08:22
Um um I know that you've got a powerful, you know, competitor in Huawei and
嗯嗯,我知道你擁有一家強大的競爭對手,華為,而且
08:26
Huawei has a lot of advantages you don't have.
華為擁有你所沒有的很多優勢。
08:30
Why don't you describe this competition?
你能描述一下這場競爭嗎?
08:34
Are we really losing?
我們真的正在落後嗎?
08:36
>> It was a very good headline.
>> 這是一個非常好的標題。
08:37
>> It was a great headline.
>> 這是一個很棒的標題。
08:39
>> And and u apparently caught up a lot of attention.
而且看來你引起了相當大的關注。
08:41
Yeah.
沒錯。
08:43
uh uh the the as you know with headlines the disclaimer part uh the foundation part was left out of the headline but
嗯,嗯,你知道,就像標題一樣,免責聲明的部分,嗯,基礎的部分被從標題中省略了,但
08:53
but the the way to think about that is that let me just handicap it right now if you look at AI and go back to the
但思考這個方式是,我現在先預判一下,如果你看看人工智慧,回到
09:00
first thing that we said AI is a five layer cake let's just always simplify it's not it's not quite this simplistic
我們一開始說的,人工智慧就像一塊五層蛋糕,我們就一直簡化它,它並非如此簡單
09:06
but let's simplify AI into a five layer cake energy chips
但我們簡化人工智慧為一塊五層蛋糕:能源、晶片、
09:13
infrastructure models and applications.
基礎設施、模型和應用程式。
09:19
Okay, I just and let's hand the capital across the from top from bottom to top at the
好,我只是,讓我們從下往上,從最底層到最頂層來分配資本。
09:23
lowest level energy.
最底層是能源。
09:25
China has twice the amount of energy we have as a nation.
中國擁有的能源量是我們國家的兩倍。
09:28
>> I want to ask about that >> twice as much energy as we have as a nation and there our economy is larger
>>我想問一下這件事>> 中國擁有的能源量是我們國家的兩倍,但我們的經濟規模比他們大。
09:34
than theirs.
這對我來說毫無道理。
09:36
Makes no sense to me.
我們也知道,最重要的倡議之一,最重要的政策之一,是
09:39
We also know that one of the most one of the most important initiatives, one of
這屆政府最重要的政策之一,也是川普總統第一次見到我時告訴我的:
09:42
the most important policies of this administration and it was the first thing that President Trump said to me
聽著,我們需要重新工業化美國。
09:47
when we met is listen we need to reindustrialize America.
我們需要將製造業遷回國內。
09:53
We need to unshore manufacturing again.
我們需要幫助美國再次製造產品。
09:56
We need to make we need to help America make things again.
這將創造就業機會。
09:59
It's going to create jobs.
經濟的這部分已經外移,嗯,完全外移了。
10:03
that part of the economy has been outshored on you offshored uh and completely
10:06
gutted the United States.
掏空了美國。
10:09
We need to bring that back and he needs my help to do so.
我們需要將這情況扭轉,而他需要我的幫助來做到。
10:11
And so so that entire sector of the economy is missing and however without energy how do we build chip
因此整個經濟部門都消失了,但沒有能源,我們又如何興建晶片
10:20
plants, computer system plants and these AI data centers we call them AI factories.
工廠、電腦系統工廠,以及我們稱之為人工智慧工廠的資料中心呢?
10:29
We're building simultaneously three different types of factories in the United States.
我們正同時在美國興建三種不同類型的工廠。
10:33
Chip factories, supercomputer factories, and AI factories.
晶片工廠、超級電腦工廠和人工智慧工廠。
10:38
They all require energy.
這些工廠都需要能源。
10:39
Every single one of them.
每一間工廠都一樣。
10:41
And so, on the one hand, we want to re-industrialize the United States.
因此,一方面,我們想要重新工業化美國。
10:46
How do you do that without energy?
沒有能源,你又如何做到呢?
10:48
And so the fact that we vilified energy for so long, President Trump sticking his neck
長久以來,我們一直妖魔化能源,而川普總統冒著風險
10:51
out and making taking it on the chin and helping this helping the country realize that energy is necessary for our growth
承受批評,幫助這個國家意識到能源對我們的發展至關重要,
11:00
is one of the the really one of the greatest things he's done right off the bat.
這真的是他做的最偉大的事情之一。
11:04
And so now at the energy level, back to that stack, we're, you know, 50%.
因此,在能源層面,回到那個堆疊圖上,我們現在大約是50%。
11:12
And they're growing straight up.
而且它們正在直線上升。
11:16
We're kind of flat right now.
我們目前還算穩定。
11:17
And so number one, uh, energy.
因此,第一點,呃,能源。
11:21
We're generations ahead.
我們領先了好幾代。
11:22
Number two, chips.
第二點,晶片。
11:23
We are generations ahead on chips.
我們在晶片方面也領先了好幾代。
11:27
And I think everybody recognizes that.
.
11:29
Number three, infrastructure.
而且我想每個人都認同這一點。
11:30
If you want to build a data center here in the United States,
第三點,基礎設施。
11:33
from breaking ground to standing up a AI supercomputer is probably about three years.
如果你想在美國這裡建造一個資料中心,
11:41
They can build a hospital in a weekend.
從動工到建立起一個人工智慧超級電腦,可能需要大約三年。
11:44
That's a real challenge.
他們可以在週末建造一座醫院。
11:48
And so at the infrastructure le layer, their velocity of building things because they are
這是一個真正的挑戰。
11:51
builders.
因此,在基礎設施層面,他們建造東西的速度,因為他們是
11:53
Their velocity of building things is extraordinarily high.
建造者。
11:58
Now, really quickly on on chips, we're several generations ahead.
他們建造東西的速度非常快。
12:02
But don't be complacent.
現在,關於晶片,我們領先了好幾代。
12:03
Remember, semiconductors is a manufacturing process.
但不要自滿。
12:07
Anybody who thinks China can't manufacture is missing a big idea.
請記住,半導體是一個製造過程。
12:13
But China discounts energy costs for a chip company by 50%.
任何認為中國無法製造的人,都錯失了一個大方向。
12:18
>> That's right.
但中國對晶片公司的能源成本有50%的折扣。
12:18
>> They they provide free transportation for employees to come out to the factory.
>> 沒錯。
12:24
>> I mean, you don't you can't do that.
>> 他們為員工提供免費交通工具前往工廠。
12:25
That's right.
>> 我的意思是,你不能這樣做。
12:27
I mean, >> our energy cost is more expensive than
沒錯。
12:29
theirs in the first place and then they discount it 50%.
我的意思是,>>我們的能源成本本來就比
12:32
And so, it's probably we're probably call it four to eight times the cost.
12:36
>> So, tell me, how do you feel about this this Jake?
因此,可能成本是它的四到八倍左右。
12:38
Yeah.
那麼,告訴我,你對這場與中國的激烈競爭有什麼看法?
12:41
this great competition with China.
沒錯。
12:43
I mean, the the the the government is putting enormous resources underneath their champion.
這場與中國的激烈競爭。
12:52
We don't do that in this country, you know.
我的意思是,政府正在投入大量資源支持他們的領先者。
12:55
Uh how do you feel about that?
我們國家不這樣做,你知道。
12:56
>> Well, before I get there, don't don't let me not answer that question.
嗯,你對此有什麼看法?
13:01
I'm dying to answer it.
好吧,在回答這個問題之前,我先別不回答這個問題。
13:01
But let me handicap the next two layers.
我很想回答它。
13:04
The large the language the model layer the model layer.
但讓我先分析一下接下來的兩個層面。
13:07
United States frontier models United are our frontier models are unquestionably worldclass.
也就是大型語言模型層,模型層。
13:17
We are probably call it six months ahead.
美國的領先模型絕對是世界一流的。
13:18
However, out of the 1.4 million models, most of them are open source.
我們可能領先六個月左右。
13:29
China is well ahead, way ahead on open source.
然而,在一百四十萬個模型中,大部分都是開源的。
13:31
Now the reason why open source is so important is because without open source startups can't thrive.
中國在開源方面領先很多,非常領先。
13:39
University researchers can't do research.
開源如此重要的原因是因為沒有開源,新創公司就無法蓬勃發展。
13:42
You can't teach AI.
大學研究人員無法進行研究。
13:43
Scientists can't use AI.
你無法教授人工智慧。
13:44
Basically all of the industry around the your economy have no ability to fundamentally advance themselves unless
科學家無法使用人工智慧。
13:54
you have open source.
你有開源技術。
13:56
Without Linux, where would we be?
沒有 Linux,我們現在會是什麼樣子?
13:58
without Kubernetes or you know without PyTorch all of these different types of technologies that
沒有 Kubernetes,或者說沒有 PyTorch,所有這些讓 AI 蓬勃發展的不同技術都是開源的。
14:02
made AI thrive are all open source.
這些技術都是開源的,讓 AI 蓬勃發展。
14:05
>> They are well ahead of us on open source.
>> 他們在開源方面遠遠領先我們。
14:08
>> And then the layer above that applications.
>> 然後是應用程式這一層。
14:12
If you were to do a poll of of um uh their society and ours and you ask them is AI likely to do more
如果你對他們社會和我們的社會進行調查,並詢問人們 AI 更有可能帶來益處還是危害?
14:22
good than harm?
他們會說,在他們的情況下,80% 的人會認為 AI 帶來的好處大於危害。
14:24
They're going to say in their case 80% would say AI will do more good than harm.
在我們的情況下,情況會正好相反。
14:30
In our case it'd be the other way around.
這告訴了你一些非常非常重要的社會訊息。
14:33
And so that tells you something that's very very important socially.
在社會層面上,我們需要小心,不要用科幻電影的方式來描述 AI,
14:37
Socially we need to be careful not to describe AI in these science fiction movie ways of describing AI and
並且因此引起人們的過度擔憂。
14:45
and causing people so much concern.
我們需要保持警惕,但也要務實。
14:50
Um we want to be concerned but we also want to be practical.
AI 關乎自動化。
14:53
AI is about automation.
我認為,在 AI 的應用和普及方面,我們需要小心不要落後,
14:53
And that area I think that we need to be careful not to fall behind in the application and the diffusion of AI
因為最終,誰最先、最廣泛地應用這項技術,誰就能贏得這場工業革命。
15:01
because in the end whoever applies the technology first and most wins that industrial revolution.
正如你所知,電力是在英國發明的,但美國應用得更快、更廣泛,
15:10
As you know electricity was invented disco invented in the UK but United States applied it faster more broadly
結果我們就處於現在這個位置。
15:20
and as a result look where we are.
所以我們必須稍微謹慎一些。
15:23
And so we have to be a little mindful.
我們必須保持警惕。
15:25
And so anyways, I just handicapped that stack.
15:26
Okay.
15:26
And I don't think it's it's important when you're looking at AI not to see it as a holistic thing.
15:33
>> It's really not about chatgpt versus deepseek.
15:36
You have to look at it across all of the stacks and across all of the industries.
15:40
Does that make sense?
15:42
It's a little bit more complicated than one simple answer.
15:45
But do you feel you have a level playing field up against China putting their resources under Huahe?
15:53
Uh I f first of all uh America's
16:02
technology industry just as our financial financial services ind
16:09
industry our military our technology industry we can all agree are the mightiest in the world.
16:19
I am part of one of the mightiest technology, mightiest industries anyone in history has ever seen.
16:30
>> We have going toe-to-toe against anyone.
16:35
The American technology industry has nothing to fear.
16:39
We are mighty.
16:40
We're inventive.
16:41
We're fast.
16:42
We'll take anybody on.
16:44
However, we can't concede the market to them.
16:49
As you know, at the moment, Nvidia has been banned from going to China.
16:53
Not to mention, China has banned Nvidia going to China.
16:55
So, so we're we're this I think we're the first company in history that has been banned on both sides.
17:01
[laughter] Uh and so so I whoever whoever banned us
17:08
uh going to China um uh them and China uh agree that Nvidia should not go to Now of
17:16
course I'm being a little I'm being a little cute here and I'll I'll be I'll be a little bit more nuanced here in a
17:22
second but at the moment we're simply not competing in China.
17:27
We have conceded essentially the second largest AI market, the second largest technology market in the world.
17:27
Now what's going on?
17:34
I know >> China will it's not somebody has said to me well yeah okay well we're not in
17:40
China but we're grow somewhere else you're not going to replace China it's just as the world wanting to sell
17:48
to America and they want to export to America if they don't export to America you're not going to replace United
17:54
States we are singular in the world we are absolutely singular and so in the case of China
18:02
um we shouldn't concede the entire entire market to them.
18:06
They're formidable, but con conceding that entire market, uh, we ought to go
18:09
compete for it.
18:11
Having said that, we should also acknowledge that Huawei is one of the most formidable technology
18:16
companies the world has ever seen, they deserve, although they have a lot of support, um, whatever support they
18:23
have, they deserve all of the respect that everybody ought to give them.
18:30
We compete with this company.
18:32
They're formidable.
18:33
They're agile.
18:36
They move incredibly fast.
18:37
We said if United States was not in China, China's AI industry would be set back.
18:43
>> Yeah.
18:44
>> Absolutely has not happened.
18:48
As a result, their semiconductor industry has double double double.
18:52
You know, the semiconductor industry in the west around the world is growing at 20 30%
18:57
per year.
18:58
growing 20 30% per year compounded versus doubling every year compounded doesn't take long to catch up
19:06
>> but you know they're starting on second base and we're just going up to the batters box you know they've got a real
19:12
advantage and that means we need to think about this can I ask ask you we uh at the G20 summit uh Lee Kashang you
19:22
know the premier was there and he was offering um opportunities for countries to be
19:31
participants with China on AI.
19:36
We didn't even send a delegation.
19:39
It doesn't feel like we're in the game.
19:41
They're smart about um technology proliferation.
19:47
>> Yeah.
19:49
If we apply, if we use 5G as an example, they realize 5G is technology that's also a platform because on top of
19:57
5G, you build all kinds of services on top of it.
20:01
Well, if you get there first, wherever you get first, if you get there first, just as Nvidia, I was there 25
20:08
years first.
20:10
And so I had, you know, for a long time, nobody paid me any, never mind.
20:13
So I had lots and lots of time to build up all these ecosystems and applications and relationships and
20:19
ecosystems and I connected all this stuff together in all these different fields of industry.
20:25
In the case of Huawei with 5G they were >> we were they were completely through
20:25
I had 25 years to do it.
20:31
policy completely isolated people thought in China.
20:37
So they had a billion phone users all but to themselves.
20:41
It gave them the opportunity to grow scale.
20:42
They exported the technology to all of the countries that >> belt and road and now there's AI belt
20:48
and road and so they'll definitely per diffuse the Chinese technology as quickly as possible because they
20:55
understand that the sooner you get there the sooner you build the ecosystem on top the sooner you become a sticky you
21:02
become sticky you become essential part a dependent part of that ecosystem >> tell me about the Chinese ecosystem
21:10
they're trying to create obviously it is it's deep and it's robust and that it has a physical as well as a
21:18
technological and economic dimension.
21:20
How do you look at that?
21:24
Take a step back again.
21:24
Remember I think it's like nine out of the 10 top science and technology schools in the world are now
21:30
in China.
21:33
They lead in science and technology in many different fields.
21:38
This has completely flipped in the last half to a decade.
21:43
M >> we used to lead most of them.
21:45
Now they lead most of them.
21:47
They have a large population of highly qualified students.
21:51
>> Number one.
21:54
Number two, 50% of the world's AI researchers are Chinese.
21:59
>> Third, 70% of last year's AI patents are published by China.
22:07
The ecosystem of AI in China is vibrant, rich, incredibly innovative.
22:15
>> Yeah.
22:16
>> They work incredibly hard.
22:17
Yeah.
22:20
This is a country with an enormous might.
22:21
>> So that is the ecosystem of software developers.
22:25
>> Yeah.
22:25
>> Now that layer as I just mentioned, the model and the application layer.
22:33
All of these scientists, they're sitting at the model and the application layer.
22:39
And now they're going to take that capability because United States is no longer
22:43
participating in China.
22:47
We've left China.
22:47
We're evacuated that market.
22:49
We've conceded that market.
22:52
And so now they they've got to go build their own.
22:53
So using these AI researchers, all of this incredible computer scientists that they have, their richness of software
23:00
capability, and they're going to go build their own complete stack.
23:04
>> Once they build that entire complete stack, they'll export it.
23:09
>> Yeah.
23:10
>> As quickly as you could imagine.
23:13
And this is the the world.
23:14
What we will find someday if we don't activate >> will be buyers, not sellers.
23:18
>> That's right.
23:19
>> Let me ask you now.
23:23
you're in Washington DC.
23:24
I know you don't look forward to those opportunities, but um we're um >> it's my only opportunity to wear a suit
23:32
[laughter] >> and a tie.
23:36
[clears throat] Um but but let me ask because um you know, we're um we're in we're involved
23:42
in something I've not seen before in in my 45 years here.
23:49
We we've delved into industrial policy.
23:53
I always thought industrial policy was something that we shouldn't be doing
23:58
in this country.
24:01
Now, the Biden administration decided that they would define what they would allow you to sell
24:08
and uh they have this thing that they called diffusion that they were trying to manage.
24:15
Now you get the Trump administration.
24:17
They don't have that.
24:17
but they want a golden share and they want a percent of the cut, you know, on how you're doing business.
24:26
Tell me about how you look at this this industrial policy that we have in Washington.
24:31
>> I do agree that that um industrial policy uh should should intervene
24:39
when a dramatic action needs to be taken.
24:45
Um, I also would say that President Trump walked into a circum into a
24:53
situation where dramatic actions needed to be taken.
24:59
The first dramatic action that needed to be taken is to reverse the mistakes that have been made in
25:06
energy growth over the course of the last decade.
25:12
We are we have we have done our country a great disservice.
25:19
There there are no new industries you can grow without energy.
25:22
>> Yeah.
25:23
>> Electricity.
25:24
>> That's right.
25:26
We need electricity because otherwise sure we could all be in the services industry and as you know
25:31
the service industry only needs calories but manufacturing industry needs electricities and so uh we need energy
25:40
number one.
25:42
Number two we do need to if we want to if we want to fix our social issues domestic social issues we have to
25:50
create prosperity not just for people with PhDs and college degrees.
25:55
We have to create prosperity for every segment of the economy.
25:59
>> And so the largest segment of the economy is manufacturing.
26:05
And we've offshored that too for too long for 20 years.
26:07
We got to bring that back.
26:10
And we have the ability to do so.
26:12
And this AI industrial revolution, this flash point is precisely when we should do it
26:17
because it allows us, it it created a company called Nvidia, made it possible for us to have such a large ecosystem of
26:23
suppliers.
26:25
We can encourage them to partner with us.
26:28
We can encourage Taiwan to partner with us to help us reindustrialize the United States.
26:35
And they've done so with great support.
26:36
Taiwan really needs to have some acknowledgement for the incredible effort that they're putting in place to
26:42
help us re-industrialize the United States.
26:44
If not for the work that they're doing, the work that the work that Nvidia has done in Arizona wouldn't have
26:49
made the progress it has.
26:50
>> I recently gave a congratulation speech at TSMC in Arizona.
26:55
And when I looked out into the audience, it was twothirds Taiwanese and one-third American.
27:01
Arizona is practically well the quality of Taiwanese food in Arizona, let me just put it that way.
27:10
[laughter] The quality of Taiwanese food in Arizona has increased tremendously.
27:15
Okay, you want to get a bowl of get a bowl of beef noodle soup, you're going to do just
27:18
fine.
27:19
But but but all these young all these young uh families from Taiwan came to help us stand up our our factories.
27:27
>> And so we should acknowledge that.
27:31
Um and South Korea helping us stand up our memory manufacturing.
27:34
We should acknowledge that.
27:36
Uh the companies uh Foxcon Wis Wistron Amcor Spill helping us set up systems manufacturing.
27:42
They came from Taiwan.
27:44
And so so one if not for the fact the second industrial policy is to reindustrialize
27:45
Really important.
27:53
the United States.
27:55
that I think is a fantastic fantastic initiative and I'm all behind that.
28:00
I was probably the first CEO to jump behind that and take advantage of Nvidia's capabilities and
28:06
this flash point of AI industrial revolution to help bring all of that supply chain.
28:11
I committed to my customers, my partners that we're going to build in this administration within
28:16
within President Trump's term half a trillion dollars of AI supercomputers.
28:22
And so that's the second part.
28:25
energy growth, re-industrializing the United States.
28:27
The third part that I I think I think um uh required a fair amount of discussion uh to help
28:37
policymakers understand that technology leadership American technology leadership and American national
28:45
security goes hand in hand.
28:49
Our nation's extraordinary technology industry is part of our national security.
28:56
The fact that we have our technology all over the world that the world relies on to build their
29:03
industries, their ecosystem, their economies is an advantage for the United States.
29:09
It's a strength of the United States.
29:11
It helps keep United States safe when everybody works with us.
29:16
>> Let let me build on that.
29:20
Um you know I think I think national security there are two two dimensions of national
29:24
security >> and I differentiate small case and large case small case national security small
29:31
N small s u I think that's you know aircraft carriers and bombers [snorts] and divisions and training programs
29:40
capital national security NS is the uh dynamism of your economy
29:49
the the productivity of your industry, the creativity of your ideas industry,
29:56
uh the sense of fairness in your judicial system.
30:02
Uh you are here, you you benefit from that larger case, but you're building that larger national
30:09
security industry.
30:12
tell us how you think about your role uh on national security.
30:19
>> Uh number one, Nvidia was birthed in the United States.
30:25
We are a proud American company.
30:29
We're inventive.
30:31
We're vibrant.
30:33
We're at the center of the single most important industrial revolution in human history.
.
30:40
This is an industrial revolution in every single way as important as electricity.
我們正處於人類歷史上最重要的工業革命中心。
30:45
We are going to impact every single industry.
這是一場工業革命,其重要性與電力不相上下。
30:49
Every single company, every country will build it.
我們將影響所有產業。
30:51
Every company will use it.
每個公司、每個國家都會建立它。
30:54
We export American technology wherever the United States would like us to export the American technology.
每個公司都會使用它。
31:04
This is an extraordinary opportunity for us to make a substantial contribution to
我們將美國技術出口到美國希望我們出口的任何地方。
31:12
our national security.
這對我們來說是一個非凡的機會,可以為
31:15
We also know that national security and economic security and economic prosperity go hand in hand.
我們的國家安全做出重大貢獻。
31:21
The wealthier our nation, the more we can fund the mightiest military on the planet.
我們也知道,國家安全、經濟安全和經濟繁榮是相輔相成的。
31:28
And I do believe that it is the case we're because of this new industrial revolution that we've started,
我們的國家越富強,我們就能資助這個星球上最強大的軍隊。
31:37
we are creating new factories in America.
我相信,正因為我們開創了這場新的工業革命,
31:41
We're creating new jobs in America.
我們正在美國建立新的工廠。
31:44
And somebody recently told me that we contributed more to economic growth singularly than just about any
我們正在美國創造新的就業機會。
31:51
company in the world today to the American economy.
有人最近告訴我,我們對美國經濟的貢獻,單獨來說,比世界上幾乎任何
31:54
And I believe that that's probably true.
一家公司都多。
31:57
And the reason for that is Nvidia is a multiundred billion dollar company supporting multiundred
我相信這可能是真的。
32:03
billion dollar companies going after trillion trillion dollars of industry.
原因在於輝達是一家市值數千億美元的公司,支持著數千億美元規模的公司,進軍數兆
32:09
>> And so the economic prosperity the technology leadership unquestionable the technology the economic prosperity that
美元的產業。
32:17
we can contribute to unquestionable.
因此,我們能夠貢獻的經濟繁榮和技術領導地位是毋庸置疑的。
32:20
Now this the question then becomes how do we think through
.
32:27
the diffusion of the export of the proliferation of American technologies and standards.
那麼問題就變成,我們如何思考
32:35
We should of course number one safeguard our national security the little little N and little S to ensure
美國技術和標準的擴散、出口和傳播。
32:44
that adversaries don't have access to sensitive technology or advanced technology that we don't need them to
我們當然首先要維護我們的國家安全,小寫的 N 和小寫的 S,以確保
32:50
have access to >> right >> we should number two ensure that
對手無法取得敏感技術或我們不希望他們擁有的先進技術。
32:54
American companies American technology companies through partnership with us have the benefit of the best and first
>> 沒錯 >> 我們第二要確保
33:02
but then after that After number one and number two, we should also proliferate American
美國公司,美國科技公司,透過與我們的合作,能夠享有最好的、最先端的
33:10
technology standards, compete around the world, fuel this flywheel
但在那之後,在第一和第二點之後,我們也應該推廣美國
33:17
of funding >> our R&D so that we can continue to be to be the mightiest technology industry in
技術標準,在全球範圍內競爭,推動這個良性循環
33:25
the world so that we can fund the tech the mightiest military in the world and all of that I think goes hand in hand.
為我們的研發提供資金,以便我們能夠繼續保持
33:33
several times.
作為世界上最強大的科技產業,以便我們能夠資助世界上最強大的軍隊,而所有這些,我認為都是相輔相成的。
33:35
Uh, you know, Chairman Dwang, you've talked about energy as being a pacing problem here.
數次。
33:45
We, uh, you know, when we invented LED lighting, we just, uh, lost the demand signal and
董主席,您曾提到能源是這裡的制約問題。
33:52
half of our uh, of our electricity u grid is merchant supplier and so they don't buy ahead of need.
我們,嗯,當我們發明了 LED 照明時,我們只是,嗯,失去了需求信號,而且
34:03
And so we're now really way behind.
我們一半的電力電網是商業供應商,所以他們不會提前購買。
34:04
And you pointed out that China >> has built out twice the capacity of
因此,我們現在真的落後很多。
34:10
electricity than has the United States.
您指出中國 >> 已經建立了美國兩倍的電力容量。
34:13
How big a constraint do you see that as being for our buildout for this revolution that you're trying to create?
您認為這對我們建設,對您試圖創造的這場革命,有多大的限制?
34:21
>> Deeply serious.
>> 非常嚴重。
34:23
I think at this point we have to use every form of energy we can.
我認為我們現在必須利用我們所能使用的所有形式的能源。
34:29
I believe we can't rely on the power grid.
我相信我們不能依賴電網。
34:33
We got to build behind the meter.
我們必須在電錶後方建設。
34:35
We obviously need power generation systems.
我們顯然需要發電系統。
34:39
There's no question we should try to encourage and try to accelerate nuclear.
毫無疑問,我們應該努力鼓勵並加速核能發展。
34:45
We need to have energy growth very, very shortly.
我們很快就需要能源增長。
34:51
In the meantime, we're advancing our technology so quickly.
與此同時,我們的技術正以驚人的速度發展。
34:57
No company our scale has ever introduced new generations every year.
從未有像我們這樣規模的公司每年都推出新一代產品。
35:02
And when I say we just ship a new chip every year, people, you know, when people because there's so many gamers in
我說我們每年都推出新款晶片,大家知道,因為世界上有很多玩家,而且他們認識我很久了,當他們想到 Nvidia 打造的東西時,
35:08
the world and they've known me for so long and when they think about what Nvidia builds, they think it's a a a
他們會認為那是一個像遊戲顯示卡一樣的模組,也就是我們的 GeForce 顯示卡,然後他們把它插到他們的電腦上。
35:15
module that looks like a gaming graphics card, our GeForce graphics card, and they plug it into their PC.
然而,用於 AI 中心的 GPU,也就是 AI 資料中心用的 GPU…
35:25
Well, a GPU for AI centers, AI AI data centers.
這種 GPU 重達兩噸。
35:31
That GPU weighs two tons.
它有一百五十萬個零件。
35:32
It has one and a half million parts.
它消耗 20 萬瓦電力。
35:36
It consumes 200,000 watts.
>> 它的成本是 300 萬美元。
35:40
>> It costs $3 million.
>> 有時候有人說,你知道,這些 GPU 正在被走私。
35:42
>> Every so often, somebody says, you know, these GPUs are being smuggled.
>> 我真的很想親眼見證。
35:46
>> I really would love to see it.
>> 簡而言之,你必須走私足夠多的 GPU,才能填滿一個足球場
35:49
>> Not to mention, you have to smuggle enough of them to fill a football field >> full of these things so that you could
才能…
35:50
Yeah.
對。
35:58
run it as an AI data center.
把它當作一個 AI 資料中心運營。
36:03
And so anyhow, the technology that we make
所以無論如何,我們每年製造的技術
36:10
each year allows us to increase the performance at about the same power by many times.
讓我們得以在幾乎相同的功率下,將效能提升許多倍。
36:18
And let me just pick a number.
讓我隨便舉個數字。
36:19
Say five times or 10 times each year.
比如說,每年提升五倍或十倍。
36:22
As a result, our energy efficiency improves by five times or 10 times each year.
因此,我們的能源效率每年也提升五倍或十倍。
36:28
>> But the problem is this.
>> 但問題就在這裡。
36:31
We're at the beginning of this technology buildout.
我們正處於這項技術建設的起步階段。
36:33
I'm improving the performance by a factor of 10 times each year, but demand is going up by a factor of 10,000 a
我每年將效能提升十倍,但需求卻在每年以一萬倍,
36:39
million times each year.
甚至一百萬倍的速度增長。
36:40
>> No.
>> 不。
36:41
>> AI is getting more computensive.
>> AI 越來越需要大量的運算資源。
36:45
The adoption is going way up.
採用率也在迅速上升。
36:47
I've got all these exponentials and so we're going to keep chasing this.
我有所有這些指數級增長,所以我們將會持續追趕。
36:50
Uh we're going to be completely dedicated to advancing the technology as fast as we can.
嗯,我們將會完全致力於盡可能快速地推進這項技術。
36:56
But the bottom line is we need energy.
但歸根結底,我們需要能源。
36:57
>> Yeah.
>> 沒錯。
36:58
And I I you know, forgive me for interjecting myself.
而且,我,你知道,請原諒我插嘴。
37:02
I do think we have to overcome the NIMI constraints.
我認為我們必須克服「鄰避效應」的限制。
37:08
You know, we're going to have to find some structure of federal preeemption so that
我們需要找到某種聯邦優先權的結構,以便
37:11
we can overcome the the barriers.
我們可以克服這些障礙。
37:14
That's my comment.
這是我的意見。
37:15
That's not your comment.
這不是你的意見。
37:17
I don't want you to get in trouble for for my saying that.
我不希望你因為我說這句話而惹麻煩。
37:19
Let me ask you, I mean, last year, >> thank you for that.
讓我問你,我是說,去年,>> 謝謝你提供這個資訊。
37:26
[laughter] >> Last year, um, the world installed two million robots.
[笑聲] >> 去年,嗯,全世界安裝了兩百萬台機器人。
37:31
Half of them were in China, which is really astounding when you think about
其中有一半都在中國,這實在令人驚訝,當你想到…
37:36
it.
…的時候。
37:36
Tell me how robots fit in with AI.
告訴我機器人如何與人工智慧結合。
37:42
Um, you know, let me just give you one example of why it's around the corner.
嗯,讓我舉一個例子,說明這件事指日可待。
37:47
You know, these days you could describe, you could describe in text and you give it to
現在你可以用文字描述,然後交給
37:55
um a video AI and it generates a video.
嗯,一個影片人工智慧,它就能生成影片。
38:01
You guys know this, right?
大家知道這個吧?
38:02
It actually from words you can generate a video.
實際上,你可以只用文字生成影片。
38:05
Okay.
好。
38:06
And let's say the video is uh Jensen reaches over, picks up a cup.
比如說,影片內容是,呃,黃仁勳伸手去拿一杯杯子。
38:12
So I take a picture of this screenshot, give it to the AI.
所以我截取一張這個畫面的圖片,交給人工智慧。
38:18
That's the starting starting condition.
這就是起始條件。
38:21
And I say, "Now cause Jensen to reach over and pick up the cup."
然後我說,「現在讓黃仁勳伸手去拿杯子。」
38:25
The AI creates pixel by pixel, token by token, my arm picking up the cup.
人工智慧一像素一像素、一標記一標記地創造出我的手臂拿起杯子的畫面。
38:33
And that everybody knows is possible today.
而且大家都知道,這在今天是可以做到的。
38:33
You guys have seen it.
各位已經看到了。
38:36
Well, the AI can't tell the difference between it manu manipulating pixels versus it's
嗯,人工智慧無法分辨是人為操控像素,還是操控一堆馬達。
38:41
manipulating a bunch of motors.
嗯,人工智慧無法分辨是人為操控像素,還是操控一堆馬達。
38:44
So, the idea that I can tell the robot pick up the cup is clearly just around the corner.
我們只需要將目前存在雲端的人工智慧,轉移到另一個被稱為
38:51
We just have to take that AI which currently sits in the cloud and we have to put it into otherwise called
將其具體化到一個物理的機械系統,這就是機器人技術。
38:58
embody it into a physical >> mechanical system which is called robotics.
所以人工智慧指日可待。
39:04
So the AI is around the corner.
我們已經看到早期證據,證明這項技術是可行的。
39:06
We can see early evidence that the technology must be possible.
現在中國在這方面會非常非常擅長,原因有幾個。
39:13
Now China is going to be very very good at this for several reasons.
他們有巨大的需求。
39:17
They have great demand.
他們本身就對更多勞動力有需求。
39:18
They have a natural indigenous demand for more workers.
製造業是他們的核心業務。
39:21
Manufacturing is core part of what they do.
我們,順便說一下,因為我們現在正在重新工業化,將製造業遷回國內,所以我們也再次擁有
39:24
We, by the way, because we're now re-industrializing reshoring manufacturing, we now again also have
對工廠自動化的巨大需求。
39:32
significant demand for factory automation.
而且毫無疑問,我們勞動力短缺。
39:38
And there's no question we have a shortage of labor.
我們都知道,如果我們有更多工人,我們的產業會更大、更有利潤、更充滿活力。
39:42
We have right we all know that our industries would be would be larger more
所以他們也面臨同樣的挑戰,即勞動力短缺,而且是非常嚴重的勞動力短缺。
39:45
profitable more vibrant if we just had more workers >> and so they have the same challenge they
因此,他們有國家戰略上的迫切需求,確保機器人技術的發展,首先,其次,他們擁有人工智慧技術,第三,這
39:51
have worker shortage coming up very severe worker shortage coming up so they have a a a national strategic imperative
是他們具有巨大優勢的地方,他們在電子和機械的交叉領域非常擅長。
39:58
to make sure that robotics happens number one number two they have the AI technology and number three this is
是他們具有巨大優勢的地方,他們在電子和機械的交叉領域非常擅長。
40:03
where they have a big advantage they're really very good at electronics and mechanical intersection s otherwise
是他們具有巨大優勢的地方,他們在電子和機械的交叉領域非常擅長。
40:11
known as mechatronics.
40:16
This entire area is they have the harmony of demand and supply side capability.
40:21
>> Now many other countries Japan has surely demand side.
40:28
They have the megatronics but Japan needs to have much better AI technology.
40:35
Germany great demand, extraordinary meatronics.
40:38
They need to have great AI technology.
40:40
United States we have if we reshort industrial indust re-industrialize our nation we will have great demand.
40:51
We have great sa software technology but we really at the moment need to improve our
40:55
mechanical electronics.
40:59
I mean, you know, using AI to find a better, you know, vegan recipe for foyer gr, you
41:05
know, maybe something my wife will look up, but we need to make this >> that would be a miracle indeed.
41:09
>> It would be good, but we we need to turn this into productive machinery and the way in which it's going to change the
41:16
the landscape.
41:18
Let me ask you, we're because we're running out of time.
41:23
Um, you know, I was talking to a friend of mine who's a dean of a of a major
41:27
research institute, and I asked him, I said, "How is your faculty dealing with uh with AI?" And he said, "Well, you
41:35
know, the engineering faculty is excited.
41:38
They really think this is fabulous." He said the science faculty is really curious and they think it
41:46
potentially opens up real opportunity and the humanities faculty thinks it's
41:51
the end of the world.
41:57
Um so it is a shorthand for the anxiety that people feel about the dark side
嗯,所以這是一種簡化方式,代表人們對人工智慧陰暗面所感受到的焦慮。
42:03
>> of AI.
>> 人工智慧的陰暗面。
42:05
How do you how do you talk to us about that?
你要怎麼跟我們談論這個呢?
42:10
Um let me start from the from the end.
嗯,讓我從最後開始說起。
42:14
There's no question that everyone's jobs profession
毫無疑問,每個人的工作和職業
42:21
will be affected by AI because the tasks within our jobs are
都會受到人工智慧的影響,因為我們工作中的任務將會
42:28
going to be dramatically enhanced by AI.
被人工智慧大幅度地增強。
42:31
>> Yeah.
>> 沒錯。
42:32
>> Some jobs will become obsolete.
>> 有些工作會過時。
42:36
New jobs are going to be created >> and every job will be changed.
會創造出新的工作,>> 而且每個工作都會改變。
42:42
>> So that let me just I used two words just now and it's really important we think about these two words very
>> 所以,我剛剛用了兩個詞,而且我們非常重要的是要用截然
42:48
differently.
不同的方式來思考這兩個詞。
42:50
One is task the other one is job.
一個是任務,另一個是工作。
42:53
Now it turns out I think it was something like seven, eight years ago
現在回想起來,大約七、八年前
43:00
a very important AI scientist maybe the most important AI scientist declared the first application for AI will be
一位非常重要的人工智慧科學家,也許是最重要的人工智慧科學家,宣稱人工智慧的第一個應用將會是
43:09
radiology because computer vision was the first breakthrough and that in fact entire
放射學,因為電腦視覺是第一個突破,而且事實上整個
43:16
radiology industry in within five years will be completely transformed by AI.
放射學產業會在五年內被人工智慧徹底改變。
43:22
die and that in a in five years time radiologists will all lose their job and he advises that no one should be a
甚至有人說,五年後放射科醫師都會失去工作,他建議不要再
43:30
radiologist.
成為放射科醫師。
43:32
That was his advice and it was taken very seriously.
這就是他的建議,而且被非常認真地看待。
43:36
Now some five, six, seven, eight years later every single radiology platform has been
現在,經過五年、六年、七年、八年,每個放射影像平台都已
43:45
completely transformed by AI 100%.
完全由人工智慧轉型 100%。
43:53
every single radiology platform the number of radiologists
每個放射影像平台,放射醫師的數量
43:57
has increased.
都有增加。
43:59
The question is why?
問題是為什麼?
44:02
And the reason for that is because as it turns out studying the scans, studying the images is the task of a
原因在於,研究顯示,研究掃描結果、研究影像,是放射醫師的
44:11
radiologist.
任務。
44:13
The goal or the job of a radiologist is to diagnose disease.
放射醫師的目標或工作是診斷疾病。
44:20
This is true for many many people.
這對很多人來說都是真的。
44:23
People say I don't need software engineers because apparently coding is going to be automated.
有人說他們不需要軟體工程師,因為顯然編碼將會被自動化。
44:29
I've given AIS to every one of my software engineers and hardware engineers and engineers period.
我已經給我的每一位軟體工程師、硬體工程師,以及所有工程師使用了人工智慧。
44:34
>> A 100% of NVIDIA has AI assistants, AI coders, and they're busier than ever.
>> NVIDIA 100% 的員工都有人工智慧助理、人工智慧編碼員,而且他們比以往更忙碌。
44:43
And so the question is what is the task versus what is the job?
所以問題是,任務和工作之間有什麼區別?
44:49
no different than a financial analyst.
這與財務分析師沒有什麼不同。
44:52
The task is mess around with spreadsheets, but the job is to make a financial advice.
任務是玩弄試算表,但工作是提供財務建議。
45:00
The job is to help a customer.
工作是幫助客戶。
45:00
The job is to analyze a market, make a prediction about market.
工作是分析市場,對市場做出預測。
45:04
And so there's still the human factor is still quite significant.
因此,人為因素仍然非常重要。
45:07
>> And I would just tell everyone before you decide that the the the that AI uh is something that you're you're you're
>> 我只想告訴大家,在你們決定人工智慧是讓你們
45:16
worried about or scared about, go engage it.
感到擔心或害怕的事情之前,先去體驗一下。
45:19
Go use it.
去用它吧。
45:21
And even in the humanities, the fact of the matter is as without, you know, with AI today, my
甚至在人文學科方面,事實上,沒有人工智慧,我的寫作水平就提升了。
45:27
writing has improved.
我寫作的品質有所提升。
45:29
I don't think the quality is.
我不認為品質有下降。
45:34
It still writes in my my taste and my my ways, >> but my speed of writing has dramatically
它仍然以我的品味和方式寫作,但我的寫作速度大幅提升。
45:38
improved.
因此我現在更有效率。
45:40
>> And so I'm more productive today.
我仍然在寫作原始的作品。
45:44
I'm still writing the original pieces.
我仍然需要寫出原始的聲音。
45:46
I still have to write the original voice.
我仍然需要重新構思,仍然需要創造原始的想法,但偶爾,就像我們從之前的演講中提取其他演講時,概念非常相似,但內容、表達方式和
45:46
I still have to re I still have to create the original thought still has but every so often as you know when we
語境卻大不相同。我們現在可以使用人工智慧來幫助我們重新生成初稿。所以,對我來說,在人文學科方面,我只想說,原始的想法、原始的寫作、你個人的品味,以及用人類雙手創作的作品,永遠都會有價值。
45:52
derive uh other speeches out of other previous speeches the concepts are very similar but the content the delivery the
我最近去做核磁共振檢查。
46:00
context is so different we we now can use AI to help us regenerate the first draft you know so so for me u for the
我妻子說:「記得拍張照,我不覺得你腦袋裡有東西,但我想看看,證明你還有點什麼。」嗯,你發現了什麼?
46:09
humanities I would just say original thought original writing your taste made with human hands are still always going
我們…[笑聲] 什麼都沒發現。
46:17
to be valuable.
我的意思是,她是對的,我是錯的。
46:19
>> I went in for an MRI recently.
我的意思是,她是對的,我是錯的。
46:22
My wife said, "Make sure you take a picture.
我的意思是,她是對的,我是錯的。
46:24
I don't think there's a brain up there, but I'd like to see it.
我的意思是,她是對的,我是錯的。
46:27
Prove there's something." Um, >> and what what did you find out?
46:30
>> We There was [laughter] There was nothing.
46:34
I mean, she was right and I was wrong.
46:37
Uh, we're we're coming to the end and and um you're in Washington.
嗯,我們即將結束,而且嗯,你在華盛頓。
46:44
You don't this isn't always a joyful experience to come to Washington but um share with us what
嗯,我們即將結束,而且嗯,你在華盛頓。
46:51
your you know you know your thoughts on how we should think about this remarkable uh revolution that's
來華盛頓不一定總是令人愉快的經歷,但嗯,分享一下你對我們應該如何看待這個在你國家出現的非凡
46:58
appearing in your world.
革命的想法。
47:01
We're going to experience it.
我們將會經歷它。
47:02
You're leading it.
你正在引領它。
47:05
We're probably going to try to regulate it.
我們可能試圖去規範它。
47:08
We don't know how to do that.
我們還不知道該怎麼做。
47:09
But uh tell us just a little bit how you think we should be anticipating this and thinking
但嗯,請告訴我們你認為我們應該如何預期這件事,以及思考
47:13
about our future.
我們的未來。
47:15
>> Um there are many of course that we we spoke about many different things that that uh Washington has been uh
嗯,當然有很多,我們談了很多不同的事情,華盛頓已經在塑造我們國家結果方面給予了
47:21
extraordinarily helpful in already shaping the outcome for our nation.
非凡的幫助。
47:29
Uh we spoke about industrial policies and and how in fact a heavyhanded
我們談到了產業政策,以及事實上,一種強硬的
47:32
approach was necessary and it was just in time.
做法是必要的,而且正趕上及時。
47:37
Uh it is the case that Washington DC is foreign to me and and um I I've had the benefit of coming here
華盛頓特區對我來說是陌生的,而且嗯,我從第一次見到你,我們的第一次
47:44
now since the first time I saw you uh our first our first night and um it's
會面開始,就有機會來這裡,而且這
47:51
unnatural to me uh however however what I I can tell you is uh we all want the same thing.
對我來說很不自然,然而,我可以告訴你的是,我們都想要同樣的東西。
48:00
We want America to win.
我們希望美國獲勝。
48:03
We want America to be the greatest nation in the world.
我們希望美國成為世界上最偉大的國家。
48:05
We have extraordinary capabilities.
我們擁有非凡的能力。
48:08
I'm you know it's hard not to be romantic about this country.
我知道很難對這個國家不抱持浪漫情懷。
48:13
My my my parents had the American dream.
我的我的父母實現了美國夢。
48:15
My father always want wanted us to grow up in the United States.
我父親一直希望我們在美國長大。
48:20
Sent us here when I was nine.
他們在我九歲的時候就把我們送來這裡。
48:21
And um I and they they had almost nothing uh uh to to start a life here.
而且嗯,我和他們他們幾乎一無所有,嗯嗯,要在這裡開始新的生活。
48:27
And uh somehow through that journey it worked out pretty good.
但不知怎麼的,經過這段旅程,一切都變得相當美好。
48:32
I'm I'm here uh with the privilege of leading one of the most consequential
我我現在身處一個特權地位,能夠領導人類歷史上最重要的
48:34
companies in the history of humanity.
公司之一。
48:36
>> Yeah.
>> 沒錯。
48:37
>> And and uh you just can't you can't write a better story than that.
>> 而且而且,你不可能寫出比這更棒的故事了。
48:40
>> Yeah.
>> 沒錯。
48:41
>> You can't not be romantic about this this country.
>> 你不可能對這個這個國家不抱持浪漫情懷。
48:44
>> I'm surrounded by extraordinary scientists.
>> 我被非凡的科學家們包圍。
48:47
I'm surrounded by extraordinary people.
我被非凡的人們包圍。
48:49
Um all of our technology partners, the ecosystem that we here we have here.
嗯,我們所有的技術合作夥伴,我們在這裡擁有的生態系統。
48:53
It's it is, you know, I don't want to be complacent, but it's it is a miracle that there's no
這是,你知道,我不想自滿,但這確實是一個奇蹟,毫無
48:58
question about it.
疑問。
49:00
And I' I have the benefit of working with every nation in the world.
而且我我有幸能與世界上每個國家合作。
49:03
And so so I I think it's we can say for for certain that we want the same we want the we want the same
所以所以,我想我們可以肯定地說,我們希望這個國家有相同的,我們希望相同的
49:10
outcome for this nation.
結果。
49:14
It is important however uh that I I come here so that I could at least explain what is AI.
但重要的是,呃,我來這裡,至少可以解釋一下什麼是人工智慧。
49:21
It's five layers.
它有五層。
49:22
I can explain what is impact, how is it going to evolve and how how certain policies although um on
我可以解釋一下影響是什麼,它將如何演變,以及某些政策,雖然表面上
49:30
appearance uh might achieve whatever objectives that the long-term consequences the
看起來似乎可以實現既定目標,但從長遠來看,其
49:37
unintended consequences could be quite dire for the United States.
意想不到的後果對美國來說可能會非常可怕。
49:42
And so so I have the benefit of at least explaining it from the perspective of technology
因此,我至少有從科技的角度來解釋它的優勢,
49:46
and um uh help advocate uh for for uh uh technology leadership so that we could secure our national security.
並以此來倡導科技領導地位,以便我們能確保國家安全。
49:56
And so I have that benefit and and I I'm deeply grateful uh that that uh uh the people I
我有這個優勢,而且我非常感激,華盛頓的各位
50:01
get to get to meet here in Washington DC has always had an open door.
一直對我敞開心扉。
50:07
And you know, although this is new for me and I'm clumsy at it, uh I can also say that
而且你知道,雖然這對我來說是新的,而且我還不太熟練,呃,我也可以說
50:11
I'm very grateful that that um Washington has been very open to me.
我非常感激華盛頓對我的開放態度。
50:15
>> I know the answer to this question, but I still want to ask it.
我知道這個問題的答案,但還是想問一下。
50:19
Are you optimistic about the future?
你對未來感到樂觀嗎?
50:20
>> Oh, absolutely.
哦,絕對樂觀。
50:23
A thousand%.
一千個百分點。
50:24
Uh the best of days are ahead of us.
我們的最佳時代還在前方。
50:25
A thousand%.
一千個百分點。
50:28
You know, it is the I don't have to work.
你知道,我不需要工作了。
50:31
I think I've done, you know, [laughter] I think that's true.
我想我已經完成了,你知道,[笑聲] 我想這確實是真的。
50:39
And and and and Ambassador Rudd, uh, you know, when when
還有,盧德大使,呃,你知道,當當...
50:46
he first met me, I had I my all my hair was black and and now, you know, if you if you were to take an image of my
他第一次見到我時,我整頭頭髮都是黑的,而現在,你知道,如果你拍一張我的大腦圖像,它可能跟你的顏色一模一樣。
50:54
brain, it could turn out to be the same color as yours.
他第一次見到我時,我整頭頭髮都是黑的,而現在,你知道,如果你拍一張我的大腦圖像,它可能跟你的顏色一模一樣。
51:00
and and so um but but nonetheless uh this is the one decade I will not miss.
我們將會為科學的進步做更多的事情。
51:06
>> Yeah.
我們將會為產業的進步做更多的事情。
51:06
>> I simply won't miss this decade.
我們在接下來的兩十年裡,將會為這個國家做的事情,可能比過去所有事情加起來還要多。
51:09
I don't want to miss this next two decades.
是的。
51:12
We are going to do more for the advancement of science.
所以我不想錯過那樣的時刻。
51:13
We're going to do more for the advancement of industry.
這是最好的時代。
51:18
We are going to do more for this nation in the next two decades than potentially all of
我完全同意。
51:21
it combined in the past.
我認為這將是人類歷史上最輝煌的時期,我們
51:22
>> Yeah.
期待著大家用掌聲表達感謝!
51:23
>> And so I don't want to miss that.
我們將會為科學的進步做更多的事情。
51:27
This is the best of times.
我們將會為產業的進步做更多的事情。
51:27
I totally share.
我們在接下來的兩十年裡,將會為這個國家做的事情,可能比過去所有事情加起來還要多。
51:29
I think this is going to be the most marvelous period in humanity and we're
是的。
51:32
looking forward to Would you all say thank you with your applause?
所以我不想錯過那樣的時刻。
51:36
[applause] Thank you.
這是最好的時代。
51:44
[applause] Thank you very much.
我完全同意。
51:47
Thank you.
我認為這將是人類歷史上最輝煌的時期,我們
51:47
Great to have you.
期待著大家用掌聲表達感謝!
51:49
[music]
[音樂]

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例句中文翻譯
💡 點擊按鈕切換顯示/隱藏中文翻譯
cyberspace /ˈsaɪ.bər.speɪs/ noun
發音比對結果
0%
the environment or 'world' created by computer networks
網絡空間;虛擬世界
📍 影片例句
"Welcome to all of you out in cyberspace."
→ 歡迎各位來到網絡空間。
💡 補充例句
"Hackers often operate in the shadows of cyberspace."
→ 駭客經常在網絡空間的陰影中活動。
humble /ˈhʌm.bəl/ adjective
發音比對結果
0%
having or showing a modest or low estimate of one's own importance
謙虛的;樸素的
📍 影片例句
"He started from fairly humble roots."
→ 他出身於相當貧苦的環境。
💡 補充例句
"Despite her success, she remained a humble person."
→ 儘管她很成功,但她仍然保持著謙虛的性格。
quintessential /ˌkwɪn.tɪˈsen.ʃəl/ adjective
發音比對結果
0%
representing the most perfect or typical example of a quality or class
最典型的;典型的
📍 影片例句
"It's the quintessential American story."
→ 這是最典型的美國故事。
💡 補充例句
"Paris is often considered the quintessential city of romance."
→ 巴黎通常被認為是浪漫的典型城市。
astounding /əˈstaʊn.dɪŋ/ adjective
發音比對結果
0%
extremely surprising or impressive; shocking.
令人驚訝的;驚人的
📍 影片例句
"an astounding success"
→ 驚人的成功
💡 補充例句
"The magician performed an astounding trick."
→ 魔術師表演了一個令人驚訝的技巧。
pure play /pjʊər pleɪ/ noun (compound)
發音比對結果
0%
a company that focuses exclusively on one business or industry
專注於單一業務或行業的公司
📍 影片例句
"Nvidia is the largest pure play technology company."
→ 英偉達是最大的專注於單一業務的科技公司。
💡 補充例句
"Netflix is considered a pure play streaming service."
→ 奈飛被認為是一家專注於流媒體服務的公司。
infrastructure /ˈɪn.frə.strʌk.tʃər/ noun
發音比對結果
0%
the basic physical and organizational structures and facilities needed for the operation of a society or enterprise
基礎設施;基本結構
📍 影片例句
"the third layer is basically infrastructure."
→ 基本上,第三層就是基礎設施。
💡 補充例句
"The government is investing heavily in transportation infrastructure."
→ 政府正在大力投資交通基礎設施。
enable /ɪˈneɪ.bəl/ verb
發音比對結果
0%
to make it possible for someone to do something
使能夠;促成
📍 影片例句
"we can't enable this new industry to thrive"
→ 我們無法使這個新產業蓬勃發展
💡 補充例句
"Education can enable people to achieve their full potential."
→ 教育可以使人們充分發揮潛力。
articulation /ˌɑːr.tɪk.jʊˈleɪ.ʃən/ noun
發音比對結果
0%
the way in which a sound is made or pronounced
清晰的表達;關節
📍 影片例句
"physical articulation, otherwise known as robotics"
→ 物理關節,也就是機器人技術
💡 補充例句
"Her clear articulation of the problem helped us find a solution."
→ 她對問題清晰的闡述幫助我們找到了解決方案。
longitudinally /ˌlɒn.dʒɪˈtjuː.dɪn.ə.li/ adverb
發音比對結果
0%
along its length
縱向地;沿長度方向
📍 影片例句
"AI that understand longitudinally across multiple modalities"
→ 人工智能能夠縱向理解多種模式
💡 補充例句
"The wood was cut longitudinally to create thin strips."
→ 木材被縱向切割以製作成薄片。
modalities /məˈdæl.ɪ.tiːz/ noun
發音比對結果
0%
particular forms or aspects of something.
形式;模式;方式
📍 影片例句
"AI that understand longitudinally across multiple modalities"
→ 人工智能能夠縱向理解多種模式
💡 補充例句
"The doctor explored different treatment modalities."
→ 醫生探索了不同的治療方式。
spawn /spɔːn/ verb
發音比對結果
0%
bring into being; produce
產生;滋生
📍 影片例句
"this industry spawn another industry altogether"
→ 這個產業產生了另一個產業
💡 補充例句
"The controversy spawned a national debate."
→ 這場爭議引發了全國性的辯論。
handicap /ˈhæn.dɪ.kæp/ verb
發音比對結果
0%
place someone at a disadvantage
使處於不利地位;評定
📍 影片例句
"let me just handicap it right now"
→ 現在讓我來評估一下
💡 補充例句
"The team was severely handicapped by injuries."
→ 球隊因傷病而嚴重受損。