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实战练英文|再不停,人类要灭亡了?!黄仁勋痛批 AI 末世论

字幕摘录

时间英文中文
0:00Oh, no.哦,没有。
0:04This is not planned, but we know who it is.这不是计划,但我们知道是谁。
0:06Oh, no.哦,没有。
0:08No.没有
0:11Mr. President.总统先生
0:13Oh, yes, sir.哦,是的,长官
0:15I got to tell you something.我得告诉你一件事。
0:18Ladies and gentlemen, GPU Jesus.女士们,先生们,GPU耶稣。
0:25They love you.他们爱你。
0:26Thank you.谢谢
展开字幕全文(1072 条)
序号英文中文
1Oh, no.哦,没有。
2This is not planned, but we know who it is.这不是计划,但我们知道是谁。
3Oh, no.哦,没有。
4No.没有
5Mr. President.总统先生
6Oh, yes, sir.哦,是的,长官
7I got to tell you something.我得告诉你一件事。
8Ladies and gentlemen, GPU Jesus.女士们,先生们,GPU耶稣。
9They love you.他们爱你。
10Thank you.谢谢
11I love you back.我爱你
12Number one podcast in the world.世界上第一播客。
13Wow.
14We like the new jacket.我们喜欢新外套
15Well, you know, I just I felt you guys needed some energy.嗯,你知道,我只是觉得 你们需要一些能量。
16Yes.
17This is I know we're talking about serious stuff here, but we need to talk about it withи笵и弧璶 и惠璶酵酵
18energy.能源。
19Yes.
20Let's let's start with this essay from this weekend.我们从这个周末开始说这篇文章吧
21Which one?哪一个?
22Let's start with Dario's essay because Hemingway involved.先从达里奥的散文开始,因为海明威参与其中.
23Actually, did anybody run it through pan gram?实际上,有没有人运行它 通过泛克?
24I don't even know how much of it was AI我甚至不知道这是AI的多少
25helped, but that was a pretty incredible thing.帮助,但这是一个相当不可思议的事情。
26And then I think what a lot of people were然后我想到什么是很多人
27surprised by was the coalescing of the frontier labs around the essay itself.令人惊讶的是 边疆实验室 围绕论文本身。
28就Jensen, 收拾行李
29what happened, how you read it, how you interpreted it.发生了什么事,你是如何读到的,你是如何解释的。
30And then we'll get into some details that were然后我们再谈一些细节
31inside of it, but maybe just the high level thoughts to kick it off.里面,但也许只是高层次的想法 来启动它。
32Well, first of all,嗯,首先,我们...
33there were a lot of stuff in there.里面有很多东西
34Yeah.
35And and the first there is a there's a part about而第一个是 关于
36safety, which we have to take very seriously.安全,我们必须认真对待
37Safety is paramount, obviously.显然,安全是最重要的。
38Safety and联合国
39leadership are not false.领导不是虚假的。
40They're false choices.他们是错误的选择。
41You're you're able to innovate quickly.你能够快速创新.
42You're琌
43able to execute quickly.能够快速执行。
44And and America is able to lead and to do it safely.而美国能够领导并安全地做到这一点。
45I think those are我认为这些
46those are false choices.这些都是错误的选择。
47But safety is obviously important.但安全显然很重要。
48There's a matter of of internal有内事
49control that I think he was speaking to.控制,我认为他是说话。
50Obviously, the Coxson whistleblower is very显然,考森吹哨人非常
51serious matter.严重的事情。
52Whenever you have a whistleblower, you have to take it very seriously.每当有吹哨人的时候,都要认真对待.
53I thought我以为
54Coxson had great courage to put out put out what his concerns were.考克森有极大的勇气 将他所关心的问题说出来
55And even then there即使那时
56were some issues that were kind of conflated within that.有一些问题 有点混为一谈
57I think the the whistleblowing is我认为吹口哨是
58fine.还好
59I think the the scientific prediction about the future is less fine because it's not grounded我觉得未来的科学预测并不那么完美,因为它没有被禁足
60on science, obviously.科学,显然。
61And it was expressed by a scientist, but it was obviously not grounded on科学家表达了这一点,但显然并非基于
62science.科学。
63And so I take I take issue with that.所以我认为我不同意这一点。
64But obviously, the whistleblower part of it,但很明显,吹哨人的一部分,
65you know, I think there's just a whole bunch of stuff pausing, pacing.你知道,我想只是一整堆的东西 穷困,步调。
66Those are all the这些都是
67things that they could do if they feel that their company is out of control.如果他们觉得自己的公司失控了 他们可以做的
68If Coxson saw something, you know, obviously, we didn't we don't know what Coxson saw.如果考克森看到什么,你知道, 显然,我们不知道 考克森看到什么。
69But if he saw that the company was out of control, and maybe it's a transition from但是如果他看到公司失控了 也许这是从
70research to engineering, as you know, these labs are research are transitioning from research to研究到工程,你知道,这些实验室的研究 正在从研究转向
71engineering, extraordinary talent, extraordinary engineering.工程,非凡的人才,非凡的工程.
72But obviously, engineering is但很明显,工程是
73different than research.不同于研究。
74Maybe that transition is clumsy.也许过渡很笨拙
75And you know, I don't we don't know what你知道,我不知道,我们不知道
76what he saw.他看见的
77And ultimately, only he knows.最后,只有他知道这一点。
78But if there was a matter of lack of control,但是,如果有一个问题 缺乏控制,
79that's a different topic.这话题不同
80How should the government deal with it?政府应该如何处理?
81Now all of a sudden,现在突然
82regulation, right?条例,对不对?
83I mean, it just covers everything in one block.我的意思是,它只是覆盖 所有在一个街区。
84Can you just help us sort of unpack?你能帮我们收拾行李吗?
85We play we tried to play this game actually this week我们本周玩过这个游戏
86on the pod.在舱。
87And it was difficult, which is, how do you describe like, you know, my mom calls me,这很困难,这就是,你怎么形容, 比如,你知道,我妈妈打电话给我,
88she's like, Jamoth, what is this whole civilizational death thing?她喜欢,贾莫特, 这整个文明死亡的事情是什么?
89I don't know我不知道,你觉得呢?
90how to explain it to her.如何向她解释。
91So when you have very smart people like that, quantize it,所以,当你有非常聪明的人 这样,量化它,
92and quantify it, I think that's probably what's perturbing to some people.并量化它, 我认为这可能是 困扰一些人。
93They're like,他们就像,
94what does that mean 10% of extinction?这是什么意思 10%的灭绝?
95Nobody knows how to explain that to the average person没人知道怎么跟普通人解释
96how that's even possible.这怎么可能
97Well, first of all, we shouldn't.首先 我们不该这么做
98Because it's made up.因为它是编造的.
99First of all,首先,我们...
100I think that we shouldn't because it's made up.我认为我们不应该 因为它是编的。
101And these are these are well educated.这些是受过良好教育的。
102They're called researchers.他们被称为研究者.
103Obviously, they're working a lab.显然,他们正在实验室工作。
104And so the confluence of these所以,这些交汇
105words, and then and then and then the prediction is alarming and troubling, and it shouldn't be预言令人惊恐和烦恼 不应该
106done.结束了。
107It's it's it's irresponsible.这是不负责任的。
108Now the fact of the matter is, let's go back and look at the现在事情的真相是 让我们回去看看
109facts.事实
110The facts are there was a prediction that in five years time, radiology will be completely事实已经预测 五年后 放射学将完全
111taken over by artificial intelligence, and there'll be no radiologists in the world that has proven由人工智能接管 世界上没有放射科医生
112to be exactly the opposite.完全相反。
113We need more radiologists than ever in the world.我们需要的放射学家比世界上任何时候都多。
114However,不过,
115AI has taken over radiology completely, which is great is automated scan reading, which is great.AI已经完全接管了放射学,这是伟大的是自动化扫描读取,这是伟大的.
116There was a prediction that within six to 12 months, wasn't it just last year within six to有人预测在6到12个月内, 是不是去年在6到12个月内
11712 months, 90% of code would already be generated by AI.12个月,90%的代码已经由AI生成.
118That has turned out to be wrong.这证明是错误的。
119Within内部
120six to nine months, that was predicted last year, 50% of entry jobs will be wiped out.6到9个月,这是去年的预测, 50%的入职工作将被淘汰。
121That has proven to be wrong.这已证明是错误的。
122Let's see what else what else has proven to be wrong.看看还有什么其他的证明是错的
123I mean,我是说...
124all of these predictions have been wrong.所有这些预测都是错误的。
125Right.
126And if you're a GPT two would be too unsafe to如果你是GPT 2,那会太不安全了
127release that llama three would be too unsafe to release one.释放这只蜥蜴3会太不安全 无法释放一只
128Yeah, we've heard the half of是的,我们听说了一半
129white collar jobs would be gone next year jobs apocalypse.白领工作明年就会消失,
130Yeah, we have to take accountability.是的,我们必须承担责任。
131We have to take account for all of the stupid predictions that were made.我们必须考虑所有愚蠢的预测。
132Right.
133Somebody has有人说过
134somebody has to take.得有人来接我
135And, and so we ought to just keep track of all that.所以,我们应该一直跟踪这一切。
136And of course,当然
137people do and remind us that those those predictions are inconsistent with ultimately人们这样做并提醒我们,这些预测与最终的
138America winning the AI race.美国赢得AI比赛.
139The short form for that is some people are saying, you know,简而言之,有些人说,你知道,
140they say trust the experts and they use the analog of COVID, which again started with people that他们说相信专家,他们使用COVID的模拟, 它再次从人们开始
141were researchers educated people that had an asymmetric awareness of the thing that the rest研究者受过教育的人 对其余的事物有不对称的认识
142of us did not saying things that ultimately turned out, we find out in facts, not to be true.我们没有说那些最终结果的东西, 我们发现事实,不是事实。
143And so there's this war that's happening right now between the trust the experts movement and the,专家运动和... 信任之间的战争正在发生
144you know, well, let's just look at the actual history of these predictions.我们看看这些预测的实际历史
145And let's just让我们只是
146think more methodically.更有条理地思考
147Where is this coming from?这是从哪里来的?
148Because it's coming from inside the places因为它是从里面来的
149that's actually making it like what do you think is the psychological makeup?其实你觉得心理化妆是什么?
150Or what is the real或者什么是真实的
151incentive?奖励?
152Maybe it's a business incentive.也许这是商业刺激
153Maybe it's a political incentive.可能是一种政治刺激.
154Can you just maybe你可以只是也许
155guess or how do you how do you think about what's why they're doing this?你猜怎么看 他们为什么这么做?
156Well, first of all, I go好吧,首先,我会去
157to these are some of the most consequential companies in history.这些公司是历史上最有影响的公司。
158Extraordinary engineers,特别工程师,
159extraordinary researchers, really fantastic work.非凡的研究人员,真的很棒。
160On the one hand, I work very closely with them一方面,我与他们非常密切地合作
161as companies to companies.作为公司对公司。
162On the other hand, we have to have conversations like this in public.另一方面,我们必须在公众场合进行这样的对话.
163And it's really unfortunate.这是非常不幸的。
164And I think that that these these companies really ought to be我认为这些公司真的应该
165built the way that we used to build companies, which is in silence.建造了我们以前建造公司的方式,这在沉默中。
166Right.
167You know, and你知道吗,和
168so Jensen, you don't allow anybody in your organization to speak for the entire organization,Jensen 你不允许你的组织里有人代表整个组织发言
169especially when they're having like a bad weekend or they rage quit, they're not allowed to tweet on特别是当他们有一个糟糕的周末 或者他们愤怒退出, 他们不允许在推特上
170your behalf and the organization's behalf.代表你 代表组织
171Because well, that's that's what they decided when they因为好,这就是他们决定 当他们
172came to work for us.来为我们工作。
173And we told them these are this is the way you behave when you work in our我们告诉他们,这是你的行为 当你在我们工作
174company.连队。
175And and if you would like if you like the culture of our company, which, as you know,如果你喜欢我们公司的文化 如你所知
176the Nvidia culture and the Nvidia employee base, incredibly happy.恩维迪亚文化 和恩维迪亚员工基地,令人难以置信的快乐。
177Yeah, they like the fact that是啊,他们喜欢的事实
178the company is consistent, that we're stable, that our core values are consistent with taking care of公司是一贯的,我们是稳定的, 我们的核心价值与照顾
179the families and creating the conditions by which they can do their life's work, that we do meaningful家庭,并创造他们可以从事其生活工作的条件,我们做有意义的
180work, we do it, we do it as quietly as we can.工作,我们做它, 我们做它,尽可能安静。
181And we contribute to everybody else's success,我们为其他人的成功作出贡献,
182which we're very proud of.我们为此感到骄傲。
183And so those kind of core values people are attracted to.所以这些核心价值被人们所吸引。
184But when you但当你
185come and work in our company, there are also some things that we don't appreciate that you do.来我们公司工作 有些事情我们不欣赏你做的
186Like,喜欢,
187for example, we don't welcome political discourse in our insider company.举例来说,我们不欢迎我们内部公司的政治言论。
188Take it home.带回家去
189You guys你们
190talk about politics outside the company.谈论公司外的政治。
191We we are the company is an apolitical company, you know,我们公司是一个非政治性公司,你知道,
192we're bipartisan, we want America to succeed.我们是两党, 我们希望美国成功。
193And, and we want we want to whatever government我们想要任何政府
194is in place, we'll do everything in our power to help America succeed.已经就位,我们将竭尽全力 帮助美国成功。
195And so, so the discourse所以,这样的话
196about about about race and religion and politics and all of that stuff, we tell people do it outside关于种族、宗教、政治 和所有的东西,我们告诉人们在外边做
197the company.这家公司。
198It's not not for us.这不是为我们。
199In terms of maybe AI regulation, then more narrowly,说不定是人工智能的管制 更狭义一点
200Satya was here this morning.萨特雅今早来过
201And what he said is, you know, before we talk about regulation that他说的,你知道, 在我们讨论监管之前
202could really stymie things, why don't we just get some basics, right?可能真的有问题,我们为什么不 只是得到一些基本,对不对?
203Why don't we get measurement,我们为什么不得到测量,
204right?对吧?
205Why don't we get standardization, right?我们为什么不实现标准化呢?
206Right?对吧?
207Where do you land on get engineering,你在哪里登陆的工程,
208right?对吧?
209Get the engineering right, right?把工程弄对了,对吧?
210Translate the research in a more predictable way, so that以更可预测的方式翻译研究,以便
211we're not fear mongering, keep it inside until we're ready to expose it.我们不害怕闷闷不乐 直到我们准备好曝光为止
212What do you think the你觉得呢?
213responses, you know, demos had a proposal, which was sort of this more Finra like organization,反应,你知道, 演示有一个提议, 这有点像这个Finra像组织,
214it's not clear what Daria wants this transnational mutated thing that has some sort of control,并不清楚Daria想要什么 跨国变异的东西 有某种控制,
215where do you land on this, the sort of perspective of what what do we need right now?你在哪里降落, 那种视角 我们现在需要什么?
216You know, regulation should solve actual problems.你知道,监管应该解决实际问题。
217And so the question is, what actual problems have所以问题是 到底有什么问题
218we enjoyed?我们喜欢吗?
219Right.
220And, and if you look at look at the actual problems, all of the actual problems而且,如果你看看 实际问题,所有的实际问题
221so far have come from the labs.目前来自实验室
222And the reason for that, the reason for that, and just in their原因 原因 原因 和他们
223defense, the reason for that is because they have the most compute.理由是他们计算得最多
224Right.
225And the reason for that还有原因
226is because they're trying to solve the frontier problems.因为他们想解决边界问题
227And so in their defense, and so it's因此,在他们的辩护, 所以它是
228sensible that that the labs, the frontier labs will be where the most danger come from.明智的是,实验室,前沿实验室 将是最危险的来源。
229It is unlikely这不可能
230that a high school student did something because they just simply won't have enough compute.一个高中生做了一些事情 因为他们只是没有足够计算。
231Right.
232And so it's unlikely that a startup will be the reason because they won't have enough compute.因此,启动不太可能是因为他们的计算不足的原因。
233In fact, you can look across the planet and everybody won't have enough compute with the事实上,你可以环顾整个地球 每个人的计算都不够
234exception of the frontier labs.除了前沿实验室
235And so so now the question is, if you look at what actually happened,所以现在的问题是,如果你看看到底发生了什么,
236and they're doing pioneering work, it's really very hard.他们正在做开拓性的工作, 这真的很困难。
237They're transitioning from research他们正在从研究中过渡
238to engineering.到工程学。
239I could imagine and they're obviously building some of the most consequential我可以想象,他们显然正在建造一些 最导致
240technology and companies in the world.科技和公司在世界上。
241They're building their company, they're building their他们正在建设他们的公司,他们正在建设他们的公司。
242culture, they're building the technology, they're building engineering, they're building products文化 科技 工程 产品
243all at the same time.都在同一时间。
244And so I can understand it's a little bit hair on fire.这样我才能明白 头发有点着火了
245But nonetheless,不过
246the four incidents from one lab, the one giant incident from the other lab,一个实验室的四起事件 另一个实验室的一起巨大事件
247the first thing that you have to do is just root cause the problem from an engineering perspective.首先,你必须做的只是从工程的角度来 引起问题的根源。
248What happened?发生了什么事?
249What could we have done differently?我们该怎么办?
250And what are we going to implement我们要执行什么
251and institutionalize, whether it's technology or methods or processes, and make sure that we并制度化,无论是技术还是方法或过程,并确保我们
252don't let it happen again?不要再发生这种事了?
253Now, I would bet you money that in every single one of those cases现在,我敢打赌,你的钱 在所有这些情况下
254is within their control in the future to prevent it.将来他们可以控制它
255Because the alternative, if it's not in their因为另一种选择,如果不是在他们身上
256control, and I'm sure that they are, I'm sure those four incidents won't happen again.我确信这四起事件不会再发生
257I'mи琌
258sure they root caused it and fixed it.当然是根引起的 并修好了
259I'm sure they have now much better technology for我相信他们现在有更好的技术
260sandboxes and runtimes and monitors and continuous monitors.沙盒和运行时间 监视器和连续监视器
261And so I'm certain they所以我确定他们
262have much, much better technology now.现在有更好的技术了
263The alternative is also unlikely, which is for them选择也不太可能,对他们来说
264to say, look, we had these incidents.说,你看,我们有这些事件。
265After we're done analyzing it, we came to the conclusion we分析完后 我们得出结论
266don't know anything that happened.不知道发生了什么
267And we have no idea how to control it.我们不知道如何控制它。
268And we're asking society我们问社会
269for help.寻求帮助。
270Now, if that's the case, then we ought to, you know, a bunch of companies with engineers现在,如果是这样的话,那么我们应该,你知道, 一堆公司与工程师
271ought to send engineers in.应该派工程师来
272I mean, and we should advise them if we can.我的意思是,我们应该建议他们 如果我们可以。
273But I doubt it.但我怀疑这一点。
274I think我觉得
275they have extraordinary people.他们有非凡的人。
276They got this handle.他们得到了这个把手。
277But we're not operating in a但我们不是在一个
278David, last night, you informed me that there is a Chinese lab, the makers of GLM who are going toDavid 昨晚你告诉我 有一个中国实验室 GLM的制造者
279put 3 billion towards a recursive self-improvement run.投入30亿进行循环自我改进
280So maybe you could tee that up for James.所以,也许你可以把它给詹姆斯。
281That's what was announced as Zipoo.com.即被宣布为Zipoo.com. (中文(简体) ).
282The founder just raised 5 billion and said that one创始人刚筹到50亿,说
283of their priorities is going to be trying to get to recursive, you know, AI that trains the next AI他们的当务之急是努力让 训练下一个AI的AI重现
284and to try and automate as much of that as possible.并尝试和自动化 尽可能多的这一点。
285Yeah, I think that I mean,是的,我想我是说,
286this is the new sexy phrase.这是新的性感短语。
287But as you guys know, RSI is a combination of a system of ideas.但你们知道 RSI是思想体系的组合
288It starts everything with in context stuff.从背景开始
289It starts with skills.以技能为始.
290It starts with reflection.它从反射开始。
291It starts with, you know, reinforcement learning and synthetic data generation.它从强化学习和合成数据生成开始。
292And these are all这些都是
293very sensible ideas that causes AI to get better at solving a problem, you know, over time.非常明智的想法, 使得AI得到更好的 解决一个问题,你知道, 随着时间的推移。
294And还有
295you could also have low rank.你也可以低级别。
296All of that stuff doesn't include the weights.所有的东西都不包括重量。
297You could actually你其实可以
298improve the weights and it's called LoRa.提高重量,它叫洛拉。
299LoRa could be improved in synthetic data generation,LoRa可以在合成数据生成方面得到改进,
300reinforcement learning, enhance it without training the base model itself.强化学习,在不训练基地模型本身的情况下增强它.
301And then over time,随着时间的推移,
302you could train the base model again with all of that experience.你可以再用这些经验训练基地模型
303And so I think it's a sensible所以我觉得这很明智
304thing that you're going to use the technology to enhance productivity of all kinds of tasks,你要利用技术来提高各种任务的生产率
305including building AI.包括建筑AI.
306I think that's a very logical idea.我认为这是一个非常合乎逻辑的想法。
307And I'm certain that everybody我敢肯定,每个人都
308is using it in some degree.在某种程度上是用它。
309It's just this phrase is now being used to weaponize the technology in只是这个短语现在被用来 将技术武器化
310some way and maybe to turn the- As if it's going to spiral out of control is the impression they're某种方式,也许可以让... 好像要失控了 他们的印象是
311trying to give, but you don't believe that's real.试图付出,但你不相信 这是真实的。
312No, no, of course not.不,不,当然不是。
313And the reason for that is原因是
314because you could RSI all day long inside your company, but when you release a product, you've因为你可以整天在公司里做RSI 但当你发布产品时
315got to evaluate it, don't you?得评价一下,不是吗?
316You have to test it again, don't you?你得再试一次,不是吗?
317You have to make sure that你一定要保证
318there's no regression, right?没有倒退,对不对?
319And so the basic process of control, these labs are going to,所以控制的基本过程, 这些实验室会,
320as they move from labs to engineering, they will have much, much better control.当他们从实验室转移到工程, 他们将拥有很多,更好的控制。
321And when they have当他们有
322much better control, and control comes from methods and knowledge and practice and tools更好的控制,控制来自方法、知识和做法及工具
323and technology, all of those things that lead to better control, verification, any of else,以及技术,所有那些导致更好的控制, 核查,任何其他,
324it's going to enable RSI to be done inside the company and for good products to be released它将使RSI在公司内部完成 并释放好产品
325outside the company.在公司之外,
326Let's talk about open source for a second.聊开源一时.
327I mean, this hugging face,我的意思是,这个拥抱的脸,
328we were communicating about this and I said it's going to be one of the most consequential我们正沟通这个,我说这将是 最大的后果之一
329acquisitions.采购。
330I don't even want to call it a transaction because I think it's more important我甚至不想称之为交易,因为我觉得这更重要
331than that.更何况.
332Give us your first principles explanation of open source versus closed给我们你关于开源与关闭的第一个原则解释
333source versus open weights and how the ecosystem should fit together over time.源与开放式权重,以及生态系统应如何随时间而融合。
334The world needs both closed models and open models.世界既需要封闭模型,也需要开放模型.
335I use as much closed models as I can.我尽量使用封闭的模型
336This weekend, I used four of them.这个周末 我用了四个
337And they work terrifically.他们的工作非常出色。
338They're frontier.它们是边疆.
339They're他们是
340great experience.伟大的经验。
341They work incredibly well.他们的工作非常出色。
342They're getting better all the time.他们越来越好。
343And the way I think about closed models is kind of like bottled water.我对封闭模型的看法就像瓶装水一样。
344Water is free,水是免费的
345you guys.你们
346I don't know if I've told you guys, but water is free.我不知道我有没有告诉你们 但水是免费的
347I don't want to burst everybody's我不想把每个人的
348bubble, but water is free.但水是免费的
349And this morning, I used a lot of free water taking a shower.今天早上,我用了很多免费水洗澡。
350And so you use the right water in the right places.所以用正确的水 在正确的地方。
351And this is no different than electricity.这和电力没什么不同
352This is no different than all kinds of commodities that we use in the world.这和我们在世界上使用的各种商品没有什么不同。
353You need both.两者都需要
354Now,现在,
355in the case of open, the reason why you need it is because it could be for sovereignty reasons,在开放的情况下,你之所以需要它,是因为可能是出于主权原因,
356privacy reasons, proprietary technology reasons.隐私原因、专利技术原因。
357Look at the facts.看看事实
358The facts are in the last six事实在最后六个
359months, $400 billion of venture funding went into AI native companies.几个月后,4000亿美元的风险投资投入了AI本土公司.
36080% of them use open models.其中80%使用开放型号.
361If not for open models, how could they build their dream?如果没有公开的模型,他们怎么能建立自己的梦想呢?
362Because their dream could be different.因为他们的梦想可能不同
363Obviously, it would be different than the labs, the frontier labs dreams.显然,它会不同 实验室,前沿实验室梦想。
364And America has so many美国有这么多
365different ways to innovate.不同的创新方式。
366That's one of our core strengths.这是我们的核心优势之一。
367Great ideas just coming out of the伟大的想法刚刚出来
368fountains.喷泉。
369And so open models enables that.所以开放的模型可以实现这一点。
370Open models enables every single, if we want to win the开放的模型可以让每一个,如果我们想要赢得
371AI race, it's not about a few technology companies winning the AI race.AI种族,与少数科技公司赢得AI种族无关.
372It's about every company in是关于每家公司的
373America.美国。
374Every company, every industry, every researcher, every teacher, every student,每个公司,每个行业,每个研究员,每个老师,每个学生,
375every startup, everybody wins.每个开始,每个人都会赢。
376Some of them will use closed models.其中一些会使用封闭型号.
377A lot of them will use open很多人会打开的
378models.模特儿们
379There's 10 million.有一千万亿.
380Does it matter if the open models come from China or the US?开放型号是来自中国还是来自美国?
381Well, we're doing everything we can to make a contribution in open models.我们正在竭尽所能 在开放模式中做出贡献。
382However,不过,
383the moment you download, for example, probably the vast majority of the world's contribution例如,你下载的瞬间, 很可能是世界绝大多数的贡献
384to open source today is coming from China.今天的开源是来自中国的
385They just have a lot more engineers.他们只是有更多的工程师。
386They produce他们生产
387everything in large scale because it's a larger country.因为它是一个更大的国家。
388And so they produce science and math因此,他们产生科学和数学
389students in volume.学生数量。
390That's one of our disadvantages.这是我们的缺点之一。
391They're manufacturing them through amazing他们正在制造出惊人的
392universities like Tsinghua University in high volume.清华大学等高校办学量.
393Well, they contribute to open source嗯,他们贡献了开源
394today.今时.
395我们下载Linux。
396我们下载Kubernetes。
397We download all the software.我们下载所有软件。
398A lot of it has been很多时候
399touched by Chinese.被中国人所感动
400And once you download it, it's yours.一旦你下载它,它是你的。
401We fork it.我们用叉子
402We improve it.我们改进它。
403We make it我们成功了
404ours.我们的
405And so when you download one of these Chinese models, it just happens to be made by所以当你下载这些中国模型时 它恰好是由
406some really great researchers in China, but it's now yours.中国的一些优秀研究者, 但它现在是你的。
407Whatever you want to do with it.随其所欲.
408So what exactly is the race?比赛到底是什么?
409The race?比赛?
410Yeah.
411I think that's a really good point.我觉得这是个好主意
412My point我的观点
413is the race is really about who exploits the technology best.比赛是真正关于谁 利用最好的技术。
414You know, the last industrial你知道,最后一个工业
415revolution, all of the inventors were Maxwell, Volta, Ampere.革命,所有发明家都是马克斯韦尔,沃尔塔,安佩尔.
416None of them were American.没有一个是美国人。
417They were right.他们是对的。
418The last industrial revolution came from Europe, but we exploited it.上一次工业革命来自欧洲,但我们利用了它。
419We took我们拿了
420advantage of it socially better than anybody else in the world.社会优势比世界上任何人都好
421And look how it turned out for us.看看结果如何
422I want to make sure that this next generation happens just like this.我想确保这下一代 就是这样发生的。
423Yeah.
424So why are the communists getting their message out so successfully here right now?那么,为什么共产主义者 得到他们的信息 如此成功在这里现在?
425You know, I think first of all, the narrative is much more practical.你知道,我认为首先, 叙述更实用。
426The narrative is much more practical.叙事更为实用.
427Nobody's in China is saying that there's end of this and在中国没有人会说 事情会结束的
428of that and, you know, cataclysmic this and, you know, do more than that.并且,你知道, 催化这个,你知道, 做更多。
429They're much more pragmatic about it.他们对此更加务实.
430They see AI as a technology that's going to advance their他们认为AI是一种技术 将推进他们的
431economy, advance your society.经济,推进你的社会。
432And they don't have these groups who are basically saying it's going他们没有这些团体 基本上说它去
433to end civilization.结束文明。
434And we're making it up.我们正在编造它。
435The part that is frustrating is if it was true,令人沮丧的是,如果这是真的,
436then we ought to talk about it and go do something about it.然后我们应该谈谈 并做一些事情。
437Even if it's true,即使是真的,我还是觉得
438we ought to spend more time doing something about it than worrying a bunch of people who can't do我们应该花更多的时间做一些事情 比担心一群人 谁不能做
439anything about it.任何关于它。
440It's our job to build it right.我们的工作就是把它建好
441Has there ever been a point in history历史上有过一点
442where so many people have so vehemently said something that is so untrue?有这么多人如此强烈地说出 如此不真实的话吗?
443And they're measurably, they're actually demonstrably untrue.并且可以衡量,它们其实是不真实的。
444And it actually makes它实际上使
445sense it's untrue.感觉这不是真的
446It's not based on science.不以科学为本.
447It's not based on research.并非基于研究.
448Everything that's所有的东西
449based on science and research proves otherwise.基于科学和研究的证明并非如此。
450Is it a fear of the frontier?这是对边境的恐惧吗?
451Humans have never人类从来没有
452been there.去过那里。
453We've never seen it.我们从来没有见过它。
454Therefore, we're scared of it.因此,我们害怕它。
455And therefore, it's easy因此,这很容易
456to tell everyone to be scared of it.告诉大家害怕它
457And I think it could be life experience as well, David.我认为这也可能是生活经验,大卫。
458So let me give you an example.让我举个例子。
459When I first graduated from school, I was an engineer,当我刚从学校毕业时, 我是个工程师,
460and I didn't do that much typing.我没有做那么多打字。
461And the reason for that is because I was the first generation这是因为我是第一代
462before software became popular.在软件流行之前
463We had to go build the computers to make software possible.我们不得不去制造计算机 使软件成为可能。
464Could you imagine in this generation, every single engineer who came into the world of engineering,你能想象这代人 每一个进入工程界的工程师
465you spend all your time typing.你花所有的时间打字。
466Literally, that's what you do.从字面上来说,这就是你的工作。
467When you get a job,当你找到工作,
468they give you a laptop, they give you a chair, and you start typing.他们给你一台笔记本电脑 他们给你一把椅子 然后你开始打字
469You type all day long.你打字一整天。
470You type from the moment you wake up to the... Well, there was engineering before typing.你打字从你醒来到... 嗯,有工程 在打字之前。
471And so, can you imagine that the world has a mountain of engineering work to do所以,你能想象这个世界 有一山的工程工作要做
472where most of it is not typing anymore?大部分都不再打字了吗?
473Sure.当然
474We had busy engineers before typing.在打字前我们有很多工程师
475I think we're我认为我们
476when I say typing, I mean coding.当我说打字时,我的意思是编码。
477So even at NVIDIA, when software engineers talk to me,因此,即使在NVIDIA, 当软件工程师跟我说话,
478I tell them, you're just typing.我告诉他们 你只是在打字
479I've been saying that forever, but obviously for fun.我一直这么说 但显然是为了好玩
480And I tell我告诉
481them my favorite key is backspace.我最喜欢的钥匙是后空格
482And the reason for that is because the best software is the原因是最好的软件是
483smallest software.最小软件。
484So I want you to use backspace as often.所以我希望你经常使用后座空间。
485我们来谈谈NVIDIA
486Let's do a little teardown of NVIDIA.让我们做一点 撕裂NVIDIA。
487Teardown meaning just explain the pieces because there's拆掉意味着只是解释 片段因为有
488a lot of strategy at play.有很多策略在发挥。
489Let's start at the absolute bottom.从绝对的底部开始
490Oh, no.哦,没有。
491This is not planned,这是没有计划的,
492but we know who it is.但我们知道是谁
493Oh, no.哦,没有。
494No.没有
495Mr. President?总统先生?
496Oh, yes, sir.哦,是的,长官
497I got to tell you something.我得告诉你一件事。
498If it wasn't because of you calling, I'm on stage with the besties.如果不是因为你打来电话, 我和最美的女生上台了.
499I'm on stage with the besties.我在舞台上与最爱。
500I'm on stage with Sachs.我在舞台上与萨克斯。
501Yeah.
502You know, the whole group.你知道,整个团体。
503Yeah.
504Jason's here.杰森来了
505Chamath's here.查玛斯来了
506Dave and David is here.戴夫和大卫来了
507Yeah.
508I'm sitting in front ofиГ玡
509a few thousand people.数千人。
510And we're talking, as it turns out, we were talking about you.我们正在谈论, 事实证明,我们是在谈论你。
511Good job, sir.干得漂亮 长官
512Good job.干得不错
513The fact that you saw through all of that, I mean, there's a lot of你所看到的这些, 我的意思是,有很多
514complexity and the fact that a matter you just saw through all of that.复杂和事实,一个你刚刚看到的事物 通过这一切。
515And we're all just really我们都只是真的
516grateful.谢谢
517Tell him I said hi.告诉他我打过招呼
518Do you want to say hi to the crowd?你想跟观众打个招呼吗?
519Jason would like to put you on杰森想让你听
520the mic.麦克风。
521Even Jason.乃至贾森.
522Put him on speaker mode.把他放在扬声器上
523How do we put on POTUS?我们怎么把总统?
524Put him on speaker?让他开扬声器?
525Speaker.扬声器
526Yeah.
527Right into the microphone.右进入麦克风。
528Hang on a second.等一会
529Hold on, sir.等一下,长官
530We're getting a我们得到一个
531microphone.麦克风
532Mr. President?总统先生?
533Yes.
534You're now talking to the planet.你现在在和地球说话
535You see, the great thing about life is that Jensen can develop the most complex生命的伟大之处在于 Jensen能发展出最复杂的
536computer chip in the world that nobody can copy for 10 years, but he can't figure out how to put世界上没人能复制10年的电脑芯片 但他却想不出怎么放
537me on speaker.我在扬声器上。
538We have to remember this one.我们必须记住这个。
539So it's almost this conspiracy.所以几乎就是这个阴谋
540And the happiest还有最快乐的
541group is China.集团是中国。
542And China is very happy.而中华极乐.
543And I could even say in the country, a lot of states我甚至可以说,在这个国家, 很多州
544are happy that weren't going to get anything because they're being inundated by people that很高兴没得到任何东西 因为他们被别人淹没
545want to be there.想要在场
546But now all of a sudden you see they're building in Finland.但现在你突然看到他们在芬兰建造。
547They want to build他们想要建造
548one.一个
549Google wants to build a big one in Finland, which I'm not happy about because they weren'tGoogle想在芬兰建造一个大型的, 我对此不满意,因为他们不是
550able to get permitting.可以得到许可。
551And I'm telling you, it's all a hoax.我告诉你,这都是个骗局。
552The data centers are great数据中心很棒
553and they make people wealthy and they make states wealthy.他们使人民富裕,他们使国家富裕。
554And it's the oil of the next 20, 25 years这是未来20,25年的石油
555is bigger than the internet and the AI, you know, much more so.比互联网和人工智能还要大得多
556And they're just playing right into他们只是玩
557the hands of a lot of people that don't want to see it happen.很多人的手 不想看到它发生。
558And that could be political people这可能是政治人物
559that could also be China.那也可能是中国。
560And we're not going to let that happen.我们不会让这种事发生的
561It's a, it's a hoax.这是一个,这是一个骗局。
562And还有
563you're right.你说得对。
564We're not going to let that happen, sir.我们不会让这发生,先生。
565No, we're not going to let it happen.不,我们不会让它发生的。
566Robots are not going to be taking over the world.机器人不会占领世界的
567And that's not going to happen.然则不可得也.
568You know, my uncle你知道吗,我叔叔
569was a, the top, probably maybe the best of all time, frankly, but professors at MIT for 41, 42但麻省理工的教授41 42人
570years and known as being one of the most brilliant men.多年,并被称为 最辉煌的人之一。
571And he was, he was there for 41 years as他在那里呆了41年,因为...
572the top.顶部。
573He was like at the top, top of the ladder, top of, did many things.他像在顶端,顶端 梯子,顶端,做了很多事情。
574Jensen knows all about詹森知道这一切
575it, but did many things.但它做了很多事情。
576So I have a little genetic, a little genetic strength if you believe in所以我有一点遗传力,一点遗传力 如果你相信
577resource theory, but I do.资源理论, 但我有。
578I have genetics.我有遗传学
579That explains why you know so much about AI.难怪你这么了解AI
580Well, I know about AI.嗯,我知道关于AI。
581I know.我知道,我记得
582I also have common sense about AI.我也对AI有常识.
583The robots will not be taking over.机器人不会接手
584The AI will not be taking over the rest of the world.AI不会接管世界其他地方.
585The whole thing is a hoax.整件事都是骗局
586Now with that,现在有了这个
587we have to be a little bit careful.我们一定要小心一点
588We have to very be, you know, we have to do things and we我们必须非常,你知道, 我们必须做一些事情,我们
589have to do them prudently, but that doesn't mean we're going to stop an industry because, you know,但这并不表示我们要阻止一个行业 因为 你知道
590as we work on the next 10 years about how to destroy it.未来10年我们如何摧毁它
591So I'm with you all the way.故与诸人俱.
592I didn't我没有
593even know how you felt about it.甚至知道你对这件事的感受
594I assumed you felt the same way as me.我猜你跟我的感觉一样
595And we're going to lead.而将领之.
596And I have an expression.我有话要说
597It's whoever wins, AI wins.谁赢谁赢,AI赢谁赢
598That's how big it is.何等为大.
599It's bigger than the它比那个大
600internet.互联网。
601And whoever wins, AI wins.不管谁赢了 AI赢了
602And we can't let this kind of stuff happen.我们不能让这种事发生
603And that includes,包括,
604very much includes data centers.非常包括数据中心。
605There are communities that were dying that have data有些社区正在死亡 有数据
606centers right now, and now they're wealthy communities, really wealthy communities.现在的中心,现在它们都是富裕的社区, 非常富裕的社区。
607We're going to make sure that we're going to make sure that everybody, we're going to make sure that令诸众生.
608everybody wins in the AI race in America, every industry, every company, every state, every people.每个人在美国的AI比赛中都获胜, 每一个行业,每一个公司,每一个州,每个民族.
609Good.不错
610Well, I feel strongly about it and I have the position that can do something about it.好吧,我对此有强烈的感受 我的立场可以有所作为。
611We're我们是
612not going to let that stuff happen.不会让这种事发生的
613So I have no idea who's at the meeting.所以我不知道是谁在开会
614I have no idea who the我不知道是谁
615I'm talking to, but I'll see.我说话,但我会看到。
616Did you, did you hear that?你听到了吗?
617Did you hear that?你听到了吗?
618Thousands of people数千人
619are clapping for you, sir.在为你鼓掌,先生。
620But he's done an amazing job and David has done an amazing job and但他做了一个惊人的工作 大卫做了一个惊人的工作
621good luck to everybody.祝大家好运
622And we're going to stay with the future.则与未来相续.
623The country has never done better.国家从未如此出色。
624We have $20 trillion of investment coming into the country.我国有20万亿投资进入我国.
625And that's as opposed to much less这比不上少得多
626than one trillion under sleepy Joe Biden.超过一万亿 困在乔拜登。
627And that was for four years.那已经四年了
628This is in one year.这是一年之内。
629So, you know, it's really the country is there's never the country has never seen anything like it所以,你知道,这是真的 国家是从来没有 国家从来没有见过这样的东西
630and we're going to keep it going.我们会继续前进的
631And so thank you all very much.所以,非常感谢大家。
632Thank you, Mr. President.谢谢你,总统先生。
633I'll call you back later.晚点再打给你
634Thank you, Mr. President.谢谢你,总统先生。
635Thank you.谢谢
636I thought that was unique.我认为这是独特的。
637I thought it was a bit.我以为是有点
638Did you know that was happening?你知道吗?
639I thought it was a bit.我以为是有点
640Yeah, that was like, no, it's real.是啊,那是像,不,这是真实的。
641I thought it was a bit at first.初以为有一点.
642And I was like, put up on speakerphone.我当时想,用扬声器
643Wow.
644And he calls you.他打电话给你
645Well, how do you, how do you你怎么样,你怎么样
646cause you any hour of the night?让你在晚上有时间吗?
647Right?对吧?
648Well, we were, we were in the, we were in the oval嗯,我们是在,我们是在, 我们在椭圆形
649that time when he called you.当他打电话给你的时候
650I was sleeping.我在睡觉。
651Oh, you're asleep.哦,你睡着了。
652And he like said, wake him up.他喜欢说,叫醒他。
653I felt so bad because he's like, who's coming to this dinner and we go through the list.我觉得很糟,因为他喜欢, 谁来参加这个晚餐,我们走过名单。
654He's琌
655like, well, what about Jensen?詹森怎么办?
656I said, no, sir, we I he's on vacation because he had to postpone我说,不,先生,我们是在度假 因为他不得不推迟
657vacation for five years.休假5年.
658And he's like, get him on the phone.他就像,让他打电话。
659But why do you think he sees但你认为他为什么看到
660through the hoax?- 通过骗局?
661It's, it's, this is the thing.这是,这是,这是事情。
662It was quite an extraordinary thing.这是相当不寻常的事情。
663It was,这是,
664it's polling minus 80.这是投票减80。
665So for anyone else that's sitting in the oval office, you're going to do所以,对于任何其他坐在椭圆形办公室的人, 你会做
666what's popular.何为流行.
667You're representing the people.你代表着人民
668This is what everyone wants.这是每个人都想要的。
669They want to shut他们想关门
670down the data centers and AI.在数据中心和AI。
671It seems to be the popular thing in the moment, but he says it's a这似乎是现在流行的东西, 但他说这是一个
672sure.当然
673And the reason for that is because a lot of people are falling for it.之所以如此,是因为很多人都爱上它。
674And so the fact of所以事实上
675matters, it's complicated.事情很复杂
676You know, at first, I mean, if you look at the story, if you look at你知道,一开始,我的意思是, 如果你看的故事,如果你看
677the stories, it's all anchored on two things.故事,这一切都建立在两件事上。
678The first thing that it was anchored on was national第一件事是国家
679security.警卫。
680And recently that was all blown, blown to bits.最近一切都被炸成碎片
681Right.
682And so no, no, that story is no所以,不,不,那个故事是没有
683longer anchored on national security.以国家安全为基础。
684Now it's anchored on safety.现在它锚定在安全上。
685Now, if you want AI to be现在,如果你想AI是
686safe, the first thing is we need to make sure that the labs that are building it are in control.安全,第一件事是 我们需要确保 建造它的实验室是控制。
687They're good tests for them.对他们来说是很好的测试
688If we would like to have third parties to make sure that a third如果我们想让第三方 确保第三个
689party evaluator, third party evaluators are available, that's no different than financial当事人评估师,第三方评估师都有,这与财务没有区别.
690control.控制系统
691You guys know we have auditors and the auditors are quite, quite, they don't have to be你们知道我们有审计师 审计师相当,相当, 他们不必是
692as expert as we are in our business, but they just have to ask the right questions.作为我们的专家,我们的工作, 但他们只需要问正确的问题。
693And I think I我觉得我
694heard somebody say that it's good to have independent auditors or evaluators, but they just have to have听到有人说有独立审计员或评估员是好的,但他们只需要
695multiple.多个
696I agree with that too.我也同意这一点。
697Just as there's multiple evaluated and auditors, it makes sure就像有多个评估 和审计员,它确保
698that one company doesn't become, you know, pilled or somehow influenced for whatever reason.一个公司不会,你知道的, 被麻醉或不知何故的影响。
699And so这样
700you, you know, there's a lot of different ways that you could solve this.你,你知道,有很多不同的方式 你可以解决这个问题。
701And so I think the所以我认为
702number one thing is let's build the technology safely.第一,让我们安全地建造这个技术。
703Let's make sure that the testing of it让我们确保测试它
704is safe.这是安全的。
705And I recognize completely that what is being built is extraordinary.我完全认识到,正在建设的东西是非凡的。
706But these are但是这些是
707extraordinary companies and we ought to hold them to, to extraordinary standards.超凡公司,我们应该让他们达到超凡标准
708And they want to他们想要
709be, and they want to be.和他们想要。
710I wanted to go back to open source for a second.我想回开源 一会儿。
711A year ago, we weren't一年前,我们不是
712taking it very seriously.认真对待
713It was two years, 18 months behind.是两年,18个月后。
714The one thing that, you know, one只有一件事,你知道,一个
715of the, as you guys know, one of the challenges when you're on the call with President Trump is你们知道,当你们和特朗普总统通话时 遇到的挑战之一是
716hard to say something.很难说些什么。
717I'm going to get in trouble for that.我会惹上麻烦的
718I'm sure he's going to call me up on我相信他会打电话给我
719that.那个
720But anyhow, what I was going to tell him and all of you is that AI is creating an enormous但无论如何,我打算告诉他 和你们所有人 是AI正在创造一个巨大的
721number of jobs.工作数量。
722The thing that he wanted more than anything at the beginning of the administration,他最想要的东西 在行政之初,
723and my first phone call with him, my first time I met him, is that he wants to create jobs in America.我和他的第一个电话 我第一次见到他 是想在美国创造就业机会
724He wants to re-industrialize the United States.他想让美国重新工业化.
725He wants to make sure that the United States has他想确保美国
726the energy to support the next industrial revolution.支持下一个工业革命的能量
727Without energy, there's no industrial没有能源就没有工业
728growth.增长。
729And so he wants to make sure that there's energy growth, that there's job growth,所以他希望确保能源增长,就业增长
730that we're re-industrializing the supply chain.我们正把供应链重新工业化
731Look at everything that we're doing right now.看看我们现在所做的一切
732All of it is happening right now as we speak.所有这一切正在我们发言的时候发生。
733We're creating more jobs than ever.我们创造的就业机会比以往任何时候都多。
734We're creating我们正在创造
735software jobs.软件工作。
736We were just talking about earlier, $400 billion of venture financing我们刚刚谈的是4000亿美元的风险融资
737went into the AI industry just recently.最近才进入AI行业
738Six months.六个月。
739Well, that's created a ton of jobs.这创造了很多工作
740That's created a ton of jobs.这创造了很多工作
741It's created, obviously, enormous amount of demand for compute,很明显,它创造了大量的计算需求,
742which I'm happy about, which is also creating a lot of demand for data centers.我很高兴,这也 造成了对数据中心的大量需求。
743And we have我们有
744to talk about that.谈谈这个。
745I think I was talking to Governor Abbott of Texas, and he wants to appeal我想我在跟德州州长阿博特说话 他想上诉
746to the industry to make sure that we are empathetic to the small communities as we're building data给工业,以确保我们爱 小型社区,因为我们正在建立数据
747centers all across America, just to be better listeners.整个美国的中心, 只是为了成为更好的听众。
748Let's actually talk about that for a我们来谈谈吧
749second.再来
750What's incredible about NVIDIA, if you break down the component parts, is you'veNVIDIA的不可思议之处是 如果你打破了组件,你是
751effectively had to become the bank of AI to get the ecosystem going.为了让生态系统得以发展,实际上必须成为大赦国际的银行。
752And you've had to do it at你不得不这么做
753all the levels.所有级别。
754You just did this thing with Cloverleaf where you're doing land power shell.你刚和Cloverleaf做了这件事 你正在做土地动力壳。
755You did this great thing with BlackRock and Goldman and all these folks to essentially create你和BlackRock和Goldman一起做了一件伟大的事情 和所有这些人一起创作
756financing capability.筹资能力。
757Walk us through your capital allocation strategy.告诉我们你的资本分配策略
758What has to happen发生什么
759to get a broader ecosystem of folks to be able to come in and underwrite this next phase?让人们拥有一个更广泛的生态系统 来承担下一个阶段?
760As you guys know, this is a new industrial revolution, and every aspect of it is true.正如你们所知,这是一场新的工业革命, 它的每一个方面都是真实的。
761This new industry requires manufacturing.这一新产业需要制造业。
762Just as the electricity, internet, and now AI,就像电,互联网, 现在AI,
763we power anything.我们把任何东西都给力
764We can find anything.我们可以找到任何东西。
765Now with AI, we can ask and know anything.现在用人工智能,我们可以问和知道任何事情。
766Isn't that right?是吗?
767And so that's our future.这就是我们的未来
768We tap into the ether, and we can ask it of anything我们钻进乙醚 我们可以问它什么
769we want, and it could explain it to us.我们想要, 它可以解释给我们听。
770Now, in order for that to happen, it's got to produce现在,为了做到这一点,它必须生产
771the intelligence.情报
772And so that's a production process, which is the reason why this infrastructure因此,这是一个生产过程, 这就是为什么这个基础设施
773has to get built.一定要盖起来
774But once you get the infrastructure built, the question is,但一旦你得到了基础设施建设, 问题是,
775what about all of the other layers across the United States?那全美国其他的层层呢?
776This industry isn't just about这个行业不仅仅是
777the model.那个模特儿
778It's not just about the chips.不只是筹码
779It's mostly about the applications on top.主要是关于上面的应用.
780It's mostly主要是这样
781about the infrastructure layer, the data centers, and all the infrastructure, the construction,关于基础设施层,数据中心, 以及所有基础设施,建筑,
782the electricity, the power generation.电力,发电。
783All of that is involved.所有这一切都涉及其中。
784And so I look across the entire所以,我看着整个
785ecosystem and look for bottlenecks.生态系统和寻找瓶颈。
786And if there are places where extraordinary companies are如果有的地方 非凡的公司
787being built.正在建设中。
788Constraints.制约因素。
789Extraordinary companies being built.特别公司正在建设中。
790Maybe it's a也许它是一个
791supply chain that has to get scaled up so that when we're ready to deploy compute, that they'll供应链必须扩大,这样,当我们准备好部署计算,他们会
792be ready for us, land, power, shell.准备好我们,土地,权力,炮弹。
793And so this is no different than looking at the supply chain所以这跟看供应链没什么区别
794upstream.上游地区。
795I probably think about the long-term supply chain more than most because our company我可能比多数人更关心长期供应链 因为我们的公司
796is really large.实在是很大。
797And in order for us to succeed, a whole bunch of companies has to support me.为了我们成功 一大堆公司必须支持我
798Wendell Corning has to support me.温德尔·康宁必须支持我
799Lu.
800当然是TSMC
801And memory companies.还有记忆公司
802And so这样
803we started working with all of these companies long before the revolution, the growth came,我们很早就开始和这些公司合作了 在革命开始前 增长就来了
804so that the growth could happen.从而实现增长。
805Now I'm doing it downstream.现在我在下游做
806Cycle tends to be that the earnings over time, over long stretches of time,周期往往是,收入随着时间推移, 长时间,
807tends to move up the stack right towards the application layer where you can倾向于将堆栈向上移动,向上移动到应用程序层
808over-earn for larger periods of time.过度学习的时间更长。
809I mean, you bought Hugging Face.我的意思是,你买了哈金斯脸。
810Now you're sort of in the,现在,你有点在,
811actively in the serving business.积极从事服务行业.
812I mean, it seems pretty natural that products like Open我的意思是,这是很自然的,像开放这样的产品
813Router make a lot of sense.路由器很有意义
814It seems pretty obvious that there are better versions of ways很明显,有更好的方法
815to build things like Bedrock.像贝德洛克那样的建筑
816I'm sure you think about it.我相信你会考虑的
817What's the natural conclusion?自然结论是什么?
818Because因为
819it seems like the folks up here have no issue trying to move down and you have the best balance看来这里的人没有问题 想搬下来 而你有最好的平衡
820sheet, these incredible engineers, and you have the proven experience to make it right and engineer床单,这些不可思议的工程师, 而你有证明的经验 使它正确和工程师
821the product and get it out.把产品拿出来
822So how do you think about looking up and saying, I could probably do所以,你觉得怎么样 抬头说,我可能做
823that?那个?
824The reason why NVIDIA runs every single model in the world, it's incredible.NVIDIA在世界上运行每一个模型的原因,令人难以置信.
825Last year,去年,我们...
826about a year and a half ago, the only thing we ran was OpenAI.大约一年半前 我们唯一跑的是OpenAI
827And now look at amazing models现在看看惊人的模型
828are available.备有。
829The Metamuse is available.梅塔缪斯号可以使用.
830你让Grok有空
831Grokbot是不可思议的。
832We now run Gemini and Anthropic is scaling up on our platform as well.我们现在运行双子座和安特罗皮克 在我们的平台上也正在扩大。
833Since a year and a half ago,从一年半前开始
834you got all these Frontier AI models that are now open that are available.你得到了所有这些边疆AI模型 现在开放,是可用的。
835So the number of models所以模型的数量
836that are growing, there's a whole bunch of companies that I won't mention that are building有一大堆公司,我不会说正在建设
837Frontier models as well.边疆模式也是。
838And the number of AI labs are growing.而AI实验室的数量也在增长.
839The ineffables, the reflections,无能者,反射者,
840the list goes on, the physical intelligence, the list goes on.名单继续 身体情报 名单继续
841And so all of these labs are building所以这些实验室都在建设
842关于NVIDIA。
843And the reason for that is because as a company, I'd rather for us to help everybody原因是作为一个公司,我宁愿帮助每个人
844succeed instead of taking a slice out.成功而不是取出一块。
845And so we would go up as far as we need to,这样我们就可以越走越远了
846but as low as possible.但尽可能低。
847Our strategy is go up as far as we need to and as low as possible.我们的战略是尽可能提高,尽可能降低。
848And the reason for that is because if I do that, if I solved it, if not for NVIDIA creating KooDNN,原因是,如果我这样做, 如果我解决了它, 如果不是NVIDIA创建KoodNNN,
849all of the frameworks wouldn't exist.所有的框架都不存在。
850If not for us creating Megatron core, then all of the如果不是我们创造了威震天核心 那么所有的
851scale training wouldn't have happened.规模训练不会发生。
852So we go and we invent all the technology necessary as far所以我们去发明所有必要的技术
853as we need to.因为我们需要。
854And then we let a thousand flowers bloom.然后我们让千花开花
855And so that posture allows us to be,这样姿势就能让我们
856quite frankly, the only- Let's be honest, I agree with you.坦白说,唯一的... 老实说 我同意你的看法
857The pushback would be that后退是那样的
858it really would be great to have more competition at the hyperscale layer.在超尺度层进行更多的竞争会很好
859And I think you've done a great job supporting the Neo clouds.我认为你已经做了一个伟大的工作 支持尼欧云。
860There are some, and by the way,有些,顺便说一句,
861I think you introduced me to NVIDIA is superb.我认为你把我介绍给NVIDIA很棒
862Great.不错
863Everything.一切众生.
864They're amazing,他们是惊人的,
865but we need like 50 of these guys.但我们需要50个这样的人
866We need a hundred of them.我们需要一百个
867We need a thousand of them.我们需要一千个
868And it just may take some.它只是可能需要一些。
869Yeah.
870You know, it's just, I'm surprisingly uncompetitive.你知道,这只是, 我惊讶地没有竞争力。
871Really?真的吗?
872Yeah.
873That's not my thing.这不是我的事。
874You know, my thing is kind of like, for example,你知道,我的事情有点像,例如,
875I'd be more than happy with five hyperscalers.我更喜欢5个超标器
876However, the reason I noticed the early customers然而,我注意到早期顾客的原因
877of all the Neo clouds, all the, what we call NCPs, all the early customers were the hyperscalers.所有新云,所有,我们称之为NCP, 所有早期的客户都是超规模的。
878Exactly.没错
879And the reason for that is because the hyperscalers plan once a year,原因是超标器每年计划一次
880but the market dynamics is so volatile right now that they're always almost wrong.但是现在的市场动态非常动荡, 以至于它们总是几乎是错误的。
881And so with all┮Τㄆ薄
882these regional clouds who are agile, they can move fast.这些区域云是敏捷的, 它们可以快速移动。
883They know their state or they know their他们知道自己的状态或他们知道自己的状态
884country.国家。
885They know their region.他们知道自己的地区。
886They're securing land, power and shell in a way.他们从某种意义上保证了土地、电力和炮弹的安全。
887That's hard for这很难
888somebody who sits in Seattle or sits in Palo Alto to be able to see the planet.有人坐在西雅图 或者坐在帕洛阿尔托 能看到地球。
889And so we now have所以我们现在有了
890basically a large scale distributed network of companies that are building securing land,基本上是一个大规模的分布式网络 公司正在建设保障土地,
891power, shell for us.电力,贝壳给我们。
892And now countries realize it's strategic.现在各国意识到这是战略性的。
893So many countries are saying,这么多国家说,
894I'm going to take my power and only give it to my own companies.我要夺权,只给自己的公司.
895Well, Nvidia is in that country恩维迪亚在那个国家
896as well, and we could help the Neo clouds in that country grow.也可以帮助这个国家的尼欧云层生长
897And so whether it's, whether it's所以,无论它是,是否
898Firmus in Australia, we just did a whole bunch of stuff in Australia, brought on two more gigabytes,在澳大利亚的Firmus 我们刚在澳大利亚做了一堆事情 带来了两个千兆字节
899Southeast Asia, of course, IOH and others bring on a few gigabytes.东南亚,当然,IOH等带来了几千兆字节.
900And so we're building a gigawatts.所以我们正在建造千兆瓦。
901So we're building, you know, we're scaling up, you know, it's pretty clear though.所以,我们正在建设,你知道, 我们正在扩大,你知道, 这是相当清楚的。
902I just want to get this one thing in.我只想把这个东西弄进去
903It's pretty clear that you're going pretty high up and getting很明显,你上台了
904very focused on open source.非常专注于开源。
905Obviously you have your nemotrons doing exceptionally well.很明显,你的坏蛋们做得特别好
906I use我用这个
907them often hugging face poolside and Laguna, very, very solid product that you're now aqua hiring,他们经常拥抱脸池边和拉古纳, 非常,非常扎实的产品,你现在正在雇用,
908hiring, whatever it is.雇佣,无论是什么。
909And then you have your open source stack for self-driving also very disruptive.然后,你有了开源堆栈 用于自我驾驶 也非常干扰。
910So we are the frontier model in five domains.所以我们是五个领域的前沿模式。
911Yeah.
912And so you don't seem to build所以你似乎没有建设
913products to get the silver medal.获得银牌的产品。
914You seem to go for the gold.你似乎去的黄金。
915So are you going for the gold and所以,你要去的黄金和
916will you have the best hands down open source model?你会有最好的手 下开源模型?
917And then part B to that is can open sourceB部分可以打开源头
918catch up to frontier models and are you the person to do it?追上边疆模特儿,你做得到吗?
919So the logic, the logic Jason is that所以逻辑,逻辑杰森是
920that we will build it because one we can, we have the skills to do it and because our customers need我们将建造它,因为一个我们能够, 我们有做它的技能 和因为我们的客户需要
921us to do it.我们这样做。
922Right.
923So for example, Alpamayo is the world's first thinking self-driving car.例如,阿尔帕马约是世界上第一个思考自我驾驶的汽车.
924And by thinking, by reasoning, you don't need as much data as, you know, you don't have to train而且通过思考,通过推理, 你不需要像,你知道, 你不需要训练
925on a few billion hours of road data because you could reason about it, break down the problem into,在几亿小时的公路数据上 因为你可以解释这个问题 把问题分解为
926Oh, I've seen this before.哦,我见过这个。
927It's not exactly the same, but it's largely the same as that.虽然不完全相同,但大致相同.
928Okay.摆
929And so, so Alpamayo, why is it necessary?那么,阿尔帕马约,为什么有必要呢?
930Well, there's a whole bunch of car companies.有很多汽车公司
931Every car in the world is going to be autonomous, but beyond that, every ag tech, every truck,世界上的每辆车都会是自主的 但除此之外 每台高科技 每辆卡车
932every van, and most of them aren't big enough in scale to be able to build that whole stack.每辆面包车, 并且大部分都不够大 规模足以建造整个堆。
933So I'll build an extraordinary stack for them.所以我会为他们建造一个非常的堆栈。
934They do last mile adapting for their application.他们做最后一英里适应他们的应用。
935Now, everything that moves in the future could be autonomous.现在,未来一切动静都可以自主.
936If not for us building some of the,如果不为我们建造一些,
937some of the biology models, the world wouldn't have it.一些生物学模型, 世界不会有它。
938The, the ESM two protein found language两种蛋白质找到语言
939model.型号。
940We created that ESM fold, open fold, alpha fold two, all the stuff with, with coup我们创建了ESM折叠, 打开折叠, α折叠2, 所有的东西与, 政变
941variant.变种.
942All of that stuff, technology wouldn't have existed if we didn't build it.所有这些东西, 如果我们不建造它,科技就不会存在。
943One of my favorites, protein, a complexa is, you know, synthesizing next generation proteins我最喜欢的蛋白质,一个复合体 就是合成下一代蛋白质
944and it's binding.它的束缚。
945It's groundbreaking stuff.这是突破性的东西。
946We built that.我们造的
947And so we'll build that because所以我们要建立它,因为
948Lily needs it and, and, you know, Mark needs it and others need it and they don't have the莉莉需要它,而且,你知道, 马克需要它,其他人需要它 他们没有
949capability to do it or they they're not yet there.要不然他们还没到那里
950And so we can make it a real contribution.这样我们才能做出真正的贡献。
951So I所以说
952do everything out of need.做一切无所求故.
953I'm not trying to disrupt.我不是想打搅你
954I mean, we don't wake up in the morning,我的意思是,我们不会早上醒来,
955try to disrupt anybody, or just wake up in the morning, try to help everybody.试图破坏任何人, 或者只是早上醒来, 试图帮助每个人。
956Jensen, what about, what about competitive threats that might be emerging to your core詹森,那又怎样,你的核心可能 出现的竞争威胁呢?
957business?生意吗?
958Can you just comment?你能发表评论吗?
959We're just so nice.我们很好
960Yes.
961Well, I know this is, well, I actually want to, I want to just get your,嗯,我知道这是,嗯, 其实我想,我想只是得到你的,
962let's just call it a take.就当是一桩吧
963What's your take on Tarafab, a hundred million square foot facility你对塔拉法布有什么看法? 一亿平方英尺的设施
964Elon's announced.伊隆公布.
965And if anybody could do it, he can.如果任何人都能做到这一点,他可以。
966And the two of us were on a flight together我们俩一起搭飞机
967to a country and.去一个国家,然后。
968With a person who sometimes calls you on the phone.和一个有时打电话的人在一起
969It was a nice plane.飞机不错
970And, and, and we had like, you know, and, you know, Elon likes to talk about而且,而且,我们喜欢,你知道, 而且,你知道,埃隆喜欢谈论
971these things.这些东西。
972And, and so we spent a lot of time talking about it.所以,我们花了很多时间谈论它。
973Is that anybody could do it?有人能做到吗?
974He could do it because I mean, you could, you design chips, you don't fab them.他可以这样做,因为我的意思是,你可以, 你设计芯片,你不喜欢它们。
975Could your chest be fab there?你胸口会痛吗?
976Or is it?是吗?
977Well, we know, we, we know a lot about我们知道,我们知道很多
978process technology because we're pushing the limits of everything.工艺技术,因为我们在推动一切的极限。
979And, you know,还有,你知道,
980because we scale at such large scale, we have incredible memory technology inside the company因为我们的规模如此之大 我们公司内部有惊人的记忆技术
981with the world's best 30s company.与世界最佳30强公司.
982You know, we got lots of amazing.你知道,我们有很多惊人的。
983So your take is you've所以,你的选择是 你已经
984talked a lot about it.谈了很多关于它。
985So we could just, yeah, we could talk about it.所以我们可以,是的,我们可以谈论它。
986And, and you can't discourage而且,你无法抑制
987Elon from doing it, which is one of his incredible, that's his superpower.伊隆从做到这一点,这是他不可思议的之一,这就是他的超能力.
988And once you decide to go一旦你决定离开
989do something, it's hard to stop them.做点什么 很难阻止他们
990And so I can, can you give us your take on where China is所以,我可以,你可以给我们 你承担中国在哪里
991with advanced lithography systems?高级的石刻系统?
992Um, native grown, they're going to get there by 2030 by 2030.嗯,土生土长, 他们将在2030年之前到达那里。
993Yeah.
994And 2030 is just around the corner.2030年就在拐角处。
995Yeah.
996Also that's sorry, how long will all be dead at还有,对不起,你们要死多久?
997that time?那个时候?
998So, and does, and for China, does that mean the switch is flipped and then that's all所以,确实,而且对于中国来说, 这是否意味着开关被翻了,然后就这样
999going to go into, um, uh, mainland fabs almost immediately?马上就要进入大陆了?
1000You know, the way to think about你知道, 思考的方式
1001China is really good at high volume production.中国的产量确实很高。
1002And this is just matter of time.而这只是时间问题。
1003Yeah.
1004And I,还有我
1005you know, I, I think in, I, I think in decades as well, you know, I've been around a long time and,你知道,我,我想, 我,我想 在几十年的时间里,你知道,我一直 周围的时间和,
1006you know, for Nvidia, I've got to think about what happens next decade, decade after that.你知道,对恩维迪亚, 我必须思考 接下来的十年,十年之后会发生什么。
1007So two or three years, it's just a click.因此,两三年,这只是一个点击。
1008It's nothing.没什么
1009And so as far as they're concerned,至于他们,
1010they're already there.他们已经到了
1011They're already there.他们已经在那里。
1012Yep.
1013That's an Elon and Gwen.这是伊隆和格温的作品
1014We've got to run我们得走了
1015America.美国。
1016We got to run.我们得走了。
1017Yeah.
1018Speed run.速度运行。
1019So we got a speed run.所以我们得到了一个速度运行。
1020Well, slowing down is definitely慢下来肯定
1021the wrong strategy.错误的策略
1022Well, I mean, it, it feels apparent, I think to most of us in the industry嗯,我的意思是,它,感觉很明显, 我想我们大多数的行业
1023that we're kind of in the AGI moment and it's a definition, obviously as smart as any other我们处于AGI的时刻,它是一个定义,显然和任何其他人一样聪明
1024human.人类
1025I think we're already there.我想我们已经到了
1026We're there.我们到了
1027Right.
1028And so then superintelligence is the next接下来是超级情报
1029waypoint based on what you see based on your customer base, based on your history.根据你的客户基础,根据你的历史,看路标
1030And Jason,还有杰森
1031I think we're there too.我想我们也到了
1032You think we're at superintelligence.你以为我们在超情报机构吗?
1033Yeah.
1034When you,当你
1035when you, when you take a narrow segment, a narrow segment, I mean, my, my self-driving car,当你,当你走一个窄段,一个窄段, 我的意思是,我的,我的自驾车,
1036I don't want you to make me an omelet.我不想你给我做煎蛋卷
1037I just want you to drive the car.我只是想让你开车。
1038Right.
1039That is super好厉害
1040intelligent.聪明
1041It's better than a human.比人类强.
1042Yeah.
1043Like one 10th of the accident, right?就像事故的第10个 对吧?
1044Exactly.没错
1045Yeah.
1046Synthesizing proteins, you know, doing virtual screening of proteins.合成蛋白质,你知道,对蛋白质进行虚拟筛选。
1047We're already已经是了
1048there.这里
1049Yeah.
1050Are you having fun being on the frontier of humanity?你在人类的前沿玩得开心吗?
1051I like it.我喜欢
1052Yeah.
1053Ladies and gentlemen, I like it.女士们先生们 我喜欢
1054I like it.我喜欢
1055And then guys, guys, it's, it's,然后伙计们,伙计们,这是,这是,
1056it's great there.这是伟大的。
1057The future is great and we want to get there.未来是伟大的,我们想到达那里。
1058Listen, a lot of us don't have to听着,我们很多人不用这样
1059work, but I got to tell you, it's too good not to be so fun.工作,但我得告诉你, 这是太好 不这么好玩。
1060Right.
1061And so, so I want every we,所以,所以我要我们每一个人,
1062I want to be there.我想去那边
1063I want all of you guys there with me.我要你们都跟我走
1064We're all going to be there.我们都会去的
1065We're going to be enormously successful together as a humanity.作为人类,我们将会取得巨大的成功。
1066And, and in the meantime, we got在此期间,我们得到了
1067to encourage them, urge them on.鼓励他们,敦促他们继续。
1068They're doing really, really important work, as you guys know,他们正在做真正,真的很重要的工作, 你们知道,
1069and I want them to succeed.我希望他们成功。
1070I also would love for us to tone down the, the, the drama and make,我也很想让我们低调 戏剧和制作,
1071and most importantly, we need all of America to come with us.最重要的是,我们需要所有的美国 与我们一起。
1072That's how we make it.我们就是这样做到的
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