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 |
|---|---|---|
| 0:00 | Oh, no. | 哦,没有。 |
| 0:04 | This is not planned, but we know who it is. | 这不是计划,但我们知道是谁。 |
| 0:06 | Oh, no. | 哦,没有。 |
| 0:08 | No. | 没有 |
| 0:11 | Mr. President. | 总统先生 |
| 0:13 | Oh, yes, sir. | 哦,是的,长官 |
| 0:15 | I got to tell you something. | 我得告诉你一件事。 |
| 0:18 | Ladies and gentlemen, GPU Jesus. | 女士们,先生们,GPU耶稣。 |
| 0:25 | They love you. | 他们爱你。 |
| 0:26 | Thank you. | 谢谢 |
展开字幕全文(1072 条)
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Oh, no. | 哦,没有。 |
| 2 | This is not planned, but we know who it is. | 这不是计划,但我们知道是谁。 |
| 3 | Oh, no. | 哦,没有。 |
| 4 | No. | 没有 |
| 5 | Mr. President. | 总统先生 |
| 6 | Oh, yes, sir. | 哦,是的,长官 |
| 7 | I got to tell you something. | 我得告诉你一件事。 |
| 8 | Ladies and gentlemen, GPU Jesus. | 女士们,先生们,GPU耶稣。 |
| 9 | They love you. | 他们爱你。 |
| 10 | Thank you. | 谢谢 |
| 11 | I love you back. | 我爱你 |
| 12 | Number one podcast in the world. | 世界上第一播客。 |
| 13 | Wow. | 珃 |
| 14 | We like the new jacket. | 我们喜欢新外套 |
| 15 | Well, you know, I just I felt you guys needed some energy. | 嗯,你知道,我只是觉得 你们需要一些能量。 |
| 16 | Yes. | 对 |
| 17 | This is I know we're talking about serious stuff here, but we need to talk about it with | и笵и弧璶 и惠璶酵酵 |
| 18 | energy. | 能源。 |
| 19 | Yes. | 对 |
| 20 | Let's let's start with this essay from this weekend. | 我们从这个周末开始说这篇文章吧 |
| 21 | Which one? | 哪一个? |
| 22 | Let'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. |
| 23 | Actually, did anybody run it through pan gram? | 实际上,有没有人运行它 通过泛克? |
| 24 | I don't even know how much of it was AI | 我甚至不知道这是AI的多少 |
| 25 | helped, but that was a pretty incredible thing. | 帮助,但这是一个相当不可思议的事情。 |
| 26 | And then I think what a lot of people were | 然后我想到什么是很多人 |
| 27 | surprised 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 | |
| 29 | what 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。 |
| 30 | And then we'll get into some details that were | 然后我们再谈一些细节 |
| 31 | inside 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。 |
| 32 | Well, first of all, | 嗯,首先,我们... |
| 33 | there were a lot of stuff in there. | 里面有很多东西 |
| 34 | Yeah. | 对 |
| 35 | And and the first there is a there's a part about | 而第一个是 关于 |
| 36 | safety, which we have to take very seriously. | 安全,我们必须认真对待 |
| 37 | Safety is paramount, obviously. | 显然,安全是最重要的。 |
| 38 | Safety and | 联合国 |
| 39 | leadership are not false. | 领导不是虚假的。 |
| 40 | They're false choices. | 他们是错误的选择。 |
| 41 | You're you're able to innovate quickly. | 你能够快速创新. |
| 42 | You're | 琌 |
| 43 | able to execute quickly. | 能够快速执行。 |
| 44 | And 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。 |
| 45 | I think those are | 我认为这些 |
| 46 | those are false choices. | 这些都是错误的选择。 |
| 47 | But safety is obviously important. | 但安全显然很重要。 |
| 48 | There's a matter of of internal | 有内事 |
| 49 | control that I think he was speaking to. | 控制,我认为他是说话。 |
| 50 | Obviously, the Coxson whistleblower is very | 显然,考森吹哨人非常 |
| 51 | serious matter. | 严重的事情。 |
| 52 | Whenever you have a whistleblower, you have to take it very seriously. | 每当有吹哨人的时候,都要认真对待. |
| 53 | I thought | 我以为 |
| 54 | Coxson 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 |
| 55 | And even then there | 即使那时 |
| 56 | were some issues that were kind of conflated within that. | 有一些问题 有点混为一谈 |
| 57 | I think the the whistleblowing is | 我认为吹口哨是 |
| 58 | fine. | 还好 |
| 59 | I 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 |
| 60 | on science, obviously. | 科学,显然。 |
| 61 | And 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 |
| 62 | science. | 科学。 |
| 63 | And so I take I take issue with that. | 所以我认为我不同意这一点。 |
| 64 | But obviously, the whistleblower part of it, | 但很明显,吹哨人的一部分, |
| 65 | you 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。 |
| 66 | Those are all the | 这些都是 |
| 67 | things 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 |
| 68 | If 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。 |
| 69 | But 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 |
| 70 | research 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 |
| 71 | engineering, extraordinary talent, extraordinary engineering. | 工程,非凡的人才,非凡的工程. |
| 72 | But obviously, engineering is | 但很明显,工程是 |
| 73 | different than research. | 不同于研究。 |
| 74 | Maybe that transition is clumsy. | 也许过渡很笨拙 |
| 75 | And you know, I don't we don't know what | 你知道,我不知道,我们不知道 |
| 76 | what he saw. | 他看见的 |
| 77 | And ultimately, only he knows. | 最后,只有他知道这一点。 |
| 78 | But if there was a matter of lack of control, | 但是,如果有一个问题 缺乏控制, |
| 79 | that's a different topic. | 这话题不同 |
| 80 | How should the government deal with it? | 政府应该如何处理? |
| 81 | Now all of a sudden, | 现在突然 |
| 82 | regulation, right? | 条例,对不对? |
| 83 | I 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。 |
| 84 | Can you just help us sort of unpack? | 你能帮我们收拾行李吗? |
| 85 | We play we tried to play this game actually this week | 我们本周玩过这个游戏 |
| 86 | on the pod. | 在舱。 |
| 87 | And 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, |
| 88 | she'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? |
| 89 | I don't know | 我不知道,你觉得呢? |
| 90 | how to explain it to her. | 如何向她解释。 |
| 91 | So 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, |
| 92 | and 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。 |
| 93 | They're like, | 他们就像, |
| 94 | what does that mean 10% of extinction? | 这是什么意思 10%的灭绝? |
| 95 | Nobody knows how to explain that to the average person | 没人知道怎么跟普通人解释 |
| 96 | how that's even possible. | 这怎么可能 |
| 97 | Well, first of all, we shouldn't. | 首先 我们不该这么做 |
| 98 | Because it's made up. | 因为它是编造的. |
| 99 | First of all, | 首先,我们... |
| 100 | I think that we shouldn't because it's made up. | 我认为我们不应该 因为它是编的。 |
| 101 | And these are these are well educated. | 这些是受过良好教育的。 |
| 102 | They're called researchers. | 他们被称为研究者. |
| 103 | Obviously, they're working a lab. | 显然,他们正在实验室工作。 |
| 104 | And so the confluence of these | 所以,这些交汇 |
| 105 | words, 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 |
| 106 | done. | 结束了。 |
| 107 | It's it's it's irresponsible. | 这是不负责任的。 |
| 108 | Now 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 |
| 109 | facts. | 事实 |
| 110 | The 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 |
| 111 | taken 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 |
| 112 | to be exactly the opposite. | 完全相反。 |
| 113 | We need more radiologists than ever in the world. | 我们需要的放射学家比世界上任何时候都多。 |
| 114 | However, | 不过, |
| 115 | AI 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. |
| 116 | There 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 |
| 117 | 12 months, 90% of code would already be generated by AI. | 12个月,90%的代码已经由AI生成. |
| 118 | That has turned out to be wrong. | 这证明是错误的。 |
| 119 | Within | 内部 |
| 120 | six 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。 |
| 121 | That has proven to be wrong. | 这已证明是错误的。 |
| 122 | Let's see what else what else has proven to be wrong. | 看看还有什么其他的证明是错的 |
| 123 | I mean, | 我是说... |
| 124 | all of these predictions have been wrong. | 所有这些预测都是错误的。 |
| 125 | Right. | 对 |
| 126 | And if you're a GPT two would be too unsafe to | 如果你是GPT 2,那会太不安全了 |
| 127 | release 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 |
| 128 | Yeah, we've heard the half of | 是的,我们听说了一半 |
| 129 | white collar jobs would be gone next year jobs apocalypse. | 白领工作明年就会消失, |
| 130 | Yeah, we have to take accountability. | 是的,我们必须承担责任。 |
| 131 | We have to take account for all of the stupid predictions that were made. | 我们必须考虑所有愚蠢的预测。 |
| 132 | Right. | 对 |
| 133 | Somebody has | 有人说过 |
| 134 | somebody has to take. | 得有人来接我 |
| 135 | And, and so we ought to just keep track of all that. | 所以,我们应该一直跟踪这一切。 |
| 136 | And of course, | 当然 |
| 137 | people 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 |
| 138 | America winning the AI race. | 美国赢得AI比赛. |
| 139 | The short form for that is some people are saying, you know, | 简而言之,有些人说,你知道, |
| 140 | they 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 |
| 141 | were 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 |
| 142 | of 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。 |
| 143 | And 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 |
| 144 | you 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 |
| 145 | And let's just | 让我们只是 |
| 146 | think more methodically. | 更有条理地思考 |
| 147 | Where is this coming from? | 这是从哪里来的? |
| 148 | Because it's coming from inside the places | 因为它是从里面来的 |
| 149 | that'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? |
| 150 | Or what is the real | 或者什么是真实的 |
| 151 | incentive? | 奖励? |
| 152 | Maybe it's a business incentive. | 也许这是商业刺激 |
| 153 | Maybe it's a political incentive. | 可能是一种政治刺激. |
| 154 | Can you just maybe | 你可以只是也许 |
| 155 | guess 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? |
| 156 | Well, first of all, I go | 好吧,首先,我会去 |
| 157 | to 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。 |
| 158 | Extraordinary engineers, | 特别工程师, |
| 159 | extraordinary researchers, really fantastic work. | 非凡的研究人员,真的很棒。 |
| 160 | On the one hand, I work very closely with them | 一方面,我与他们非常密切地合作 |
| 161 | as companies to companies. | 作为公司对公司。 |
| 162 | On the other hand, we have to have conversations like this in public. | 另一方面,我们必须在公众场合进行这样的对话. |
| 163 | And it's really unfortunate. | 这是非常不幸的。 |
| 164 | And I think that that these these companies really ought to be | 我认为这些公司真的应该 |
| 165 | built 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。 |
| 166 | Right. | 对 |
| 167 | You know, and | 你知道吗,和 |
| 168 | so 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 |
| 169 | especially 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 |
| 170 | your behalf and the organization's behalf. | 代表你 代表组织 |
| 171 | Because well, that's that's what they decided when they | 因为好,这就是他们决定 当他们 |
| 172 | came to work for us. | 来为我们工作。 |
| 173 | And 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 |
| 174 | company. | 连队。 |
| 175 | And 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 |
| 176 | the 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。 |
| 177 | Yeah, they like the fact that | 是啊,他们喜欢的事实 |
| 178 | the 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 |
| 179 | the 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 |
| 180 | work, 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。 |
| 181 | And we contribute to everybody else's success, | 我们为其他人的成功作出贡献, |
| 182 | which we're very proud of. | 我们为此感到骄傲。 |
| 183 | And so those kind of core values people are attracted to. | 所以这些核心价值被人们所吸引。 |
| 184 | But when you | 但当你 |
| 185 | come 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 |
| 186 | Like, | 喜欢, |
| 187 | for 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。 |
| 188 | Take it home. | 带回家去 |
| 189 | You guys | 你们 |
| 190 | talk about politics outside the company. | 谈论公司外的政治。 |
| 191 | We 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, |
| 192 | we're bipartisan, we want America to succeed. | 我们是两党, 我们希望美国成功。 |
| 193 | And, and we want we want to whatever government | 我们想要任何政府 |
| 194 | is 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。 |
| 195 | And so, so the discourse | 所以,这样的话 |
| 196 | about 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 |
| 197 | the company. | 这家公司。 |
| 198 | It's not not for us. | 这不是为我们。 |
| 199 | In terms of maybe AI regulation, then more narrowly, | 说不定是人工智能的管制 更狭义一点 |
| 200 | Satya was here this morning. | 萨特雅今早来过 |
| 201 | And 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 |
| 202 | could 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? |
| 203 | Why don't we get measurement, | 我们为什么不得到测量, |
| 204 | right? | 对吧? |
| 205 | Why don't we get standardization, right? | 我们为什么不实现标准化呢? |
| 206 | Right? | 对吧? |
| 207 | Where do you land on get engineering, | 你在哪里登陆的工程, |
| 208 | right? | 对吧? |
| 209 | Get the engineering right, right? | 把工程弄对了,对吧? |
| 210 | Translate the research in a more predictable way, so that | 以更可预测的方式翻译研究,以便 |
| 211 | we'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 |
| 212 | What do you think the | 你觉得呢? |
| 213 | responses, 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, |
| 214 | it'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, |
| 215 | where 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? |
| 216 | You know, regulation should solve actual problems. | 你知道,监管应该解决实际问题。 |
| 217 | And so the question is, what actual problems have | 所以问题是 到底有什么问题 |
| 218 | we enjoyed? | 我们喜欢吗? |
| 219 | Right. | 对 |
| 220 | And, 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 |
| 221 | so far have come from the labs. | 目前来自实验室 |
| 222 | And the reason for that, the reason for that, and just in their | 原因 原因 原因 和他们 |
| 223 | defense, the reason for that is because they have the most compute. | 理由是他们计算得最多 |
| 224 | Right. | 对 |
| 225 | And the reason for that | 还有原因 |
| 226 | is because they're trying to solve the frontier problems. | 因为他们想解决边界问题 |
| 227 | And so in their defense, and so it's | 因此,在他们的辩护, 所以它是 |
| 228 | sensible 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。 |
| 229 | It is unlikely | 这不可能 |
| 230 | that 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。 |
| 231 | Right. | 对 |
| 232 | And so it's unlikely that a startup will be the reason because they won't have enough compute. | 因此,启动不太可能是因为他们的计算不足的原因。 |
| 233 | In 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 |
| 234 | exception of the frontier labs. | 除了前沿实验室 |
| 235 | And so so now the question is, if you look at what actually happened, | 所以现在的问题是,如果你看看到底发生了什么, |
| 236 | and they're doing pioneering work, it's really very hard. | 他们正在做开拓性的工作, 这真的很困难。 |
| 237 | They're transitioning from research | 他们正在从研究中过渡 |
| 238 | to engineering. | 到工程学。 |
| 239 | I 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 |
| 240 | technology and companies in the world. | 科技和公司在世界上。 |
| 241 | They'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。 |
| 242 | culture, they're building the technology, they're building engineering, they're building products | 文化 科技 工程 产品 |
| 243 | all at the same time. | 都在同一时间。 |
| 244 | And so I can understand it's a little bit hair on fire. | 这样我才能明白 头发有点着火了 |
| 245 | But nonetheless, | 不过 |
| 246 | the 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 |
| 247 | the first thing that you have to do is just root cause the problem from an engineering perspective. | 首先,你必须做的只是从工程的角度来 引起问题的根源。 |
| 248 | What happened? | 发生了什么事? |
| 249 | What could we have done differently? | 我们该怎么办? |
| 250 | And what are we going to implement | 我们要执行什么 |
| 251 | and 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 |
| 252 | don't let it happen again? | 不要再发生这种事了? |
| 253 | Now, I would bet you money that in every single one of those cases | 现在,我敢打赌,你的钱 在所有这些情况下 |
| 254 | is within their control in the future to prevent it. | 将来他们可以控制它 |
| 255 | Because the alternative, if it's not in their | 因为另一种选择,如果不是在他们身上 |
| 256 | control, 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 |
| 257 | I'm | и琌 |
| 258 | sure they root caused it and fixed it. | 当然是根引起的 并修好了 |
| 259 | I'm sure they have now much better technology for | 我相信他们现在有更好的技术 |
| 260 | sandboxes and runtimes and monitors and continuous monitors. | 沙盒和运行时间 监视器和连续监视器 |
| 261 | And so I'm certain they | 所以我确定他们 |
| 262 | have much, much better technology now. | 现在有更好的技术了 |
| 263 | The alternative is also unlikely, which is for them | 选择也不太可能,对他们来说 |
| 264 | to say, look, we had these incidents. | 说,你看,我们有这些事件。 |
| 265 | After we're done analyzing it, we came to the conclusion we | 分析完后 我们得出结论 |
| 266 | don't know anything that happened. | 不知道发生了什么 |
| 267 | And we have no idea how to control it. | 我们不知道如何控制它。 |
| 268 | And we're asking society | 我们问社会 |
| 269 | for help. | 寻求帮助。 |
| 270 | Now, 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 |
| 271 | ought to send engineers in. | 应该派工程师来 |
| 272 | I mean, and we should advise them if we can. | 我的意思是,我们应该建议他们 如果我们可以。 |
| 273 | But I doubt it. | 但我怀疑这一点。 |
| 274 | I think | 我觉得 |
| 275 | they have extraordinary people. | 他们有非凡的人。 |
| 276 | They got this handle. | 他们得到了这个把手。 |
| 277 | But we're not operating in a | 但我们不是在一个 |
| 278 | David, last night, you informed me that there is a Chinese lab, the makers of GLM who are going to | David 昨晚你告诉我 有一个中国实验室 GLM的制造者 |
| 279 | put 3 billion towards a recursive self-improvement run. | 投入30亿进行循环自我改进 |
| 280 | So maybe you could tee that up for James. | 所以,也许你可以把它给詹姆斯。 |
| 281 | That's what was announced as Zipoo.com. | 即被宣布为Zipoo.com. (中文(简体) ). |
| 282 | The founder just raised 5 billion and said that one | 创始人刚筹到50亿,说 |
| 283 | of 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 |
| 284 | and 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。 |
| 285 | Yeah, I think that I mean, | 是的,我想我是说, |
| 286 | this is the new sexy phrase. | 这是新的性感短语。 |
| 287 | But as you guys know, RSI is a combination of a system of ideas. | 但你们知道 RSI是思想体系的组合 |
| 288 | It starts everything with in context stuff. | 从背景开始 |
| 289 | It starts with skills. | 以技能为始. |
| 290 | It starts with reflection. | 它从反射开始。 |
| 291 | It starts with, you know, reinforcement learning and synthetic data generation. | 它从强化学习和合成数据生成开始。 |
| 292 | And these are all | 这些都是 |
| 293 | very 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。 |
| 294 | And | 还有 |
| 295 | you could also have low rank. | 你也可以低级别。 |
| 296 | All of that stuff doesn't include the weights. | 所有的东西都不包括重量。 |
| 297 | You could actually | 你其实可以 |
| 298 | improve the weights and it's called LoRa. | 提高重量,它叫洛拉。 |
| 299 | LoRa could be improved in synthetic data generation, | LoRa可以在合成数据生成方面得到改进, |
| 300 | reinforcement 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. |
| 301 | And then over time, | 随着时间的推移, |
| 302 | you 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 |
| 303 | And so I think it's a sensible | 所以我觉得这很明智 |
| 304 | thing 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 |
| 305 | including building AI. | 包括建筑AI. |
| 306 | I think that's a very logical idea. | 我认为这是一个非常合乎逻辑的想法。 |
| 307 | And I'm certain that everybody | 我敢肯定,每个人都 |
| 308 | is using it in some degree. | 在某种程度上是用它。 |
| 309 | It'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 |
| 310 | some 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 |
| 311 | trying to give, but you don't believe that's real. | 试图付出,但你不相信 这是真实的。 |
| 312 | No, no, of course not. | 不,不,当然不是。 |
| 313 | And the reason for that is | 原因是 |
| 314 | because 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 |
| 315 | got to evaluate it, don't you? | 得评价一下,不是吗? |
| 316 | You have to test it again, don't you? | 你得再试一次,不是吗? |
| 317 | You have to make sure that | 你一定要保证 |
| 318 | there's no regression, right? | 没有倒退,对不对? |
| 319 | And 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, |
| 320 | as 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。 |
| 321 | And when they have | 当他们有 |
| 322 | much 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 |
| 323 | and 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, |
| 324 | it'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 |
| 325 | outside the company. | 在公司之外, |
| 326 | Let's talk about open source for a second. | 聊开源一时. |
| 327 | I mean, this hugging face, | 我的意思是,这个拥抱的脸, |
| 328 | we 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 |
| 329 | acquisitions. | 采购。 |
| 330 | I 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 |
| 331 | than that. | 更何况. |
| 332 | Give 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 |
| 333 | source 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。 |
| 334 | The world needs both closed models and open models. | 世界既需要封闭模型,也需要开放模型. |
| 335 | I use as much closed models as I can. | 我尽量使用封闭的模型 |
| 336 | This weekend, I used four of them. | 这个周末 我用了四个 |
| 337 | And they work terrifically. | 他们的工作非常出色。 |
| 338 | They're frontier. | 它们是边疆. |
| 339 | They're | 他们是 |
| 340 | great experience. | 伟大的经验。 |
| 341 | They work incredibly well. | 他们的工作非常出色。 |
| 342 | They're getting better all the time. | 他们越来越好。 |
| 343 | And 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。 |
| 344 | Water is free, | 水是免费的 |
| 345 | you guys. | 你们 |
| 346 | I 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 |
| 347 | I don't want to burst everybody's | 我不想把每个人的 |
| 348 | bubble, but water is free. | 但水是免费的 |
| 349 | And 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。 |
| 350 | And so you use the right water in the right places. | 所以用正确的水 在正确的地方。 |
| 351 | And this is no different than electricity. | 这和电力没什么不同 |
| 352 | This is no different than all kinds of commodities that we use in the world. | 这和我们在世界上使用的各种商品没有什么不同。 |
| 353 | You need both. | 两者都需要 |
| 354 | Now, | 现在, |
| 355 | in 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, |
| 356 | privacy reasons, proprietary technology reasons. | 隐私原因、专利技术原因。 |
| 357 | Look at the facts. | 看看事实 |
| 358 | The facts are in the last six | 事实在最后六个 |
| 359 | months, $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. |
| 360 | 80% of them use open models. | 其中80%使用开放型号. |
| 361 | If not for open models, how could they build their dream? | 如果没有公开的模型,他们怎么能建立自己的梦想呢? |
| 362 | Because their dream could be different. | 因为他们的梦想可能不同 |
| 363 | Obviously, 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。 |
| 364 | And America has so many | 美国有这么多 |
| 365 | different ways to innovate. | 不同的创新方式。 |
| 366 | That's one of our core strengths. | 这是我们的核心优势之一。 |
| 367 | Great ideas just coming out of the | 伟大的想法刚刚出来 |
| 368 | fountains. | 喷泉。 |
| 369 | And so open models enables that. | 所以开放的模型可以实现这一点。 |
| 370 | Open 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 |
| 371 | AI 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. |
| 372 | It's about every company in | 是关于每家公司的 |
| 373 | America. | 美国。 |
| 374 | Every 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, |
| 375 | every startup, everybody wins. | 每个开始,每个人都会赢。 |
| 376 | Some of them will use closed models. | 其中一些会使用封闭型号. |
| 377 | A lot of them will use open | 很多人会打开的 |
| 378 | models. | 模特儿们 |
| 379 | There's 10 million. | 有一千万亿. |
| 380 | Does 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? |
| 381 | Well, we're doing everything we can to make a contribution in open models. | 我们正在竭尽所能 在开放模式中做出贡献。 |
| 382 | However, | 不过, |
| 383 | the 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 |
| 384 | to open source today is coming from China. | 今天的开源是来自中国的 |
| 385 | They just have a lot more engineers. | 他们只是有更多的工程师。 |
| 386 | They produce | 他们生产 |
| 387 | everything in large scale because it's a larger country. | 因为它是一个更大的国家。 |
| 388 | And so they produce science and math | 因此,他们产生科学和数学 |
| 389 | students in volume. | 学生数量。 |
| 390 | That's one of our disadvantages. | 这是我们的缺点之一。 |
| 391 | They're manufacturing them through amazing | 他们正在制造出惊人的 |
| 392 | universities like Tsinghua University in high volume. | 清华大学等高校办学量. |
| 393 | Well, they contribute to open source | 嗯,他们贡献了开源 |
| 394 | today. | 今时. |
| 395 | 我们下载Linux。 | |
| 396 | 我们下载Kubernetes。 | |
| 397 | We download all the software. | 我们下载所有软件。 |
| 398 | A lot of it has been | 很多时候 |
| 399 | touched by Chinese. | 被中国人所感动 |
| 400 | And once you download it, it's yours. | 一旦你下载它,它是你的。 |
| 401 | We fork it. | 我们用叉子 |
| 402 | We improve it. | 我们改进它。 |
| 403 | We make it | 我们成功了 |
| 404 | ours. | 我们的 |
| 405 | And 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 |
| 406 | some 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。 |
| 407 | Whatever you want to do with it. | 随其所欲. |
| 408 | So what exactly is the race? | 比赛到底是什么? |
| 409 | The race? | 比赛? |
| 410 | Yeah. | 对 |
| 411 | I think that's a really good point. | 我觉得这是个好主意 |
| 412 | My point | 我的观点 |
| 413 | is 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。 |
| 414 | You know, the last industrial | 你知道,最后一个工业 |
| 415 | revolution, 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. |
| 416 | None of them were American. | 没有一个是美国人。 |
| 417 | They were right. | 他们是对的。 |
| 418 | The last industrial revolution came from Europe, but we exploited it. | 上一次工业革命来自欧洲,但我们利用了它。 |
| 419 | We took | 我们拿了 |
| 420 | advantage of it socially better than anybody else in the world. | 社会优势比世界上任何人都好 |
| 421 | And look how it turned out for us. | 看看结果如何 |
| 422 | I want to make sure that this next generation happens just like this. | 我想确保这下一代 就是这样发生的。 |
| 423 | Yeah. | 对 |
| 424 | So why are the communists getting their message out so successfully here right now? | 那么,为什么共产主义者 得到他们的信息 如此成功在这里现在? |
| 425 | You know, I think first of all, the narrative is much more practical. | 你知道,我认为首先, 叙述更实用。 |
| 426 | The narrative is much more practical. | 叙事更为实用. |
| 427 | Nobody'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 |
| 428 | of 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。 |
| 429 | They're much more pragmatic about it. | 他们对此更加务实. |
| 430 | They 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 |
| 431 | economy, advance your society. | 经济,推进你的社会。 |
| 432 | And 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 |
| 433 | to end civilization. | 结束文明。 |
| 434 | And we're making it up. | 我们正在编造它。 |
| 435 | The part that is frustrating is if it was true, | 令人沮丧的是,如果这是真的, |
| 436 | then 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。 |
| 437 | Even if it's true, | 即使是真的,我还是觉得 |
| 438 | we 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 |
| 439 | anything about it. | 任何关于它。 |
| 440 | It's our job to build it right. | 我们的工作就是把它建好 |
| 441 | Has there ever been a point in history | 历史上有过一点 |
| 442 | where 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? |
| 443 | And they're measurably, they're actually demonstrably untrue. | 并且可以衡量,它们其实是不真实的。 |
| 444 | And it actually makes | 它实际上使 |
| 445 | sense it's untrue. | 感觉这不是真的 |
| 446 | It's not based on science. | 不以科学为本. |
| 447 | It's not based on research. | 并非基于研究. |
| 448 | Everything that's | 所有的东西 |
| 449 | based on science and research proves otherwise. | 基于科学和研究的证明并非如此。 |
| 450 | Is it a fear of the frontier? | 这是对边境的恐惧吗? |
| 451 | Humans have never | 人类从来没有 |
| 452 | been there. | 去过那里。 |
| 453 | We've never seen it. | 我们从来没有见过它。 |
| 454 | Therefore, we're scared of it. | 因此,我们害怕它。 |
| 455 | And therefore, it's easy | 因此,这很容易 |
| 456 | to tell everyone to be scared of it. | 告诉大家害怕它 |
| 457 | And I think it could be life experience as well, David. | 我认为这也可能是生活经验,大卫。 |
| 458 | So let me give you an example. | 让我举个例子。 |
| 459 | When I first graduated from school, I was an engineer, | 当我刚从学校毕业时, 我是个工程师, |
| 460 | and I didn't do that much typing. | 我没有做那么多打字。 |
| 461 | And the reason for that is because I was the first generation | 这是因为我是第一代 |
| 462 | before software became popular. | 在软件流行之前 |
| 463 | We 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。 |
| 464 | Could 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 |
| 465 | you spend all your time typing. | 你花所有的时间打字。 |
| 466 | Literally, that's what you do. | 从字面上来说,这就是你的工作。 |
| 467 | When you get a job, | 当你找到工作, |
| 468 | they 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 |
| 469 | You type all day long. | 你打字一整天。 |
| 470 | You 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。 |
| 471 | And 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 |
| 472 | where most of it is not typing anymore? | 大部分都不再打字了吗? |
| 473 | Sure. | 当然 |
| 474 | We had busy engineers before typing. | 在打字前我们有很多工程师 |
| 475 | I think we're | 我认为我们 |
| 476 | when I say typing, I mean coding. | 当我说打字时,我的意思是编码。 |
| 477 | So 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, |
| 478 | I tell them, you're just typing. | 我告诉他们 你只是在打字 |
| 479 | I've been saying that forever, but obviously for fun. | 我一直这么说 但显然是为了好玩 |
| 480 | And I tell | 我告诉 |
| 481 | them my favorite key is backspace. | 我最喜欢的钥匙是后空格 |
| 482 | And the reason for that is because the best software is the | 原因是最好的软件是 |
| 483 | smallest software. | 最小软件。 |
| 484 | So 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 | |
| 486 | Let's do a little teardown of NVIDIA. | 让我们做一点 撕裂NVIDIA。 |
| 487 | Teardown meaning just explain the pieces because there's | 拆掉意味着只是解释 片段因为有 |
| 488 | a lot of strategy at play. | 有很多策略在发挥。 |
| 489 | Let's start at the absolute bottom. | 从绝对的底部开始 |
| 490 | Oh, no. | 哦,没有。 |
| 491 | This is not planned, | 这是没有计划的, |
| 492 | but we know who it is. | 但我们知道是谁 |
| 493 | Oh, no. | 哦,没有。 |
| 494 | No. | 没有 |
| 495 | Mr. President? | 总统先生? |
| 496 | Oh, yes, sir. | 哦,是的,长官 |
| 497 | I got to tell you something. | 我得告诉你一件事。 |
| 498 | If 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. |
| 499 | I'm on stage with the besties. | 我在舞台上与最爱。 |
| 500 | I'm on stage with Sachs. | 我在舞台上与萨克斯。 |
| 501 | Yeah. | 对 |
| 502 | You know, the whole group. | 你知道,整个团体。 |
| 503 | Yeah. | 对 |
| 504 | Jason's here. | 杰森来了 |
| 505 | Chamath's here. | 查玛斯来了 |
| 506 | Dave and David is here. | 戴夫和大卫来了 |
| 507 | Yeah. | 对 |
| 508 | I'm sitting in front of | иГ玡 |
| 509 | a few thousand people. | 数千人。 |
| 510 | And 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。 |
| 511 | Good job, sir. | 干得漂亮 长官 |
| 512 | Good job. | 干得不错 |
| 513 | The 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 |
| 514 | complexity 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。 |
| 515 | And we're all just really | 我们都只是真的 |
| 516 | grateful. | 谢谢 |
| 517 | Tell him I said hi. | 告诉他我打过招呼 |
| 518 | Do you want to say hi to the crowd? | 你想跟观众打个招呼吗? |
| 519 | Jason would like to put you on | 杰森想让你听 |
| 520 | the mic. | 麦克风。 |
| 521 | Even Jason. | 乃至贾森. |
| 522 | Put him on speaker mode. | 把他放在扬声器上 |
| 523 | How do we put on POTUS? | 我们怎么把总统? |
| 524 | Put him on speaker? | 让他开扬声器? |
| 525 | Speaker. | 扬声器 |
| 526 | Yeah. | 对 |
| 527 | Right into the microphone. | 右进入麦克风。 |
| 528 | Hang on a second. | 等一会 |
| 529 | Hold on, sir. | 等一下,长官 |
| 530 | We're getting a | 我们得到一个 |
| 531 | microphone. | 麦克风 |
| 532 | Mr. President? | 总统先生? |
| 533 | Yes. | 对 |
| 534 | You're now talking to the planet. | 你现在在和地球说话 |
| 535 | You 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 |
| 536 | computer 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 |
| 537 | me on speaker. | 我在扬声器上。 |
| 538 | We have to remember this one. | 我们必须记住这个。 |
| 539 | So it's almost this conspiracy. | 所以几乎就是这个阴谋 |
| 540 | And the happiest | 还有最快乐的 |
| 541 | group is China. | 集团是中国。 |
| 542 | And China is very happy. | 而中华极乐. |
| 543 | And 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 |
| 544 | are 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 |
| 545 | want to be there. | 想要在场 |
| 546 | But now all of a sudden you see they're building in Finland. | 但现在你突然看到他们在芬兰建造。 |
| 547 | They want to build | 他们想要建造 |
| 548 | one. | 一个 |
| 549 | Google wants to build a big one in Finland, which I'm not happy about because they weren't | Google想在芬兰建造一个大型的, 我对此不满意,因为他们不是 |
| 550 | able to get permitting. | 可以得到许可。 |
| 551 | And I'm telling you, it's all a hoax. | 我告诉你,这都是个骗局。 |
| 552 | The data centers are great | 数据中心很棒 |
| 553 | and they make people wealthy and they make states wealthy. | 他们使人民富裕,他们使国家富裕。 |
| 554 | And it's the oil of the next 20, 25 years | 这是未来20,25年的石油 |
| 555 | is 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 |
| 556 | And they're just playing right into | 他们只是玩 |
| 557 | the 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。 |
| 558 | And that could be political people | 这可能是政治人物 |
| 559 | that could also be China. | 那也可能是中国。 |
| 560 | And we're not going to let that happen. | 我们不会让这种事发生的 |
| 561 | It's a, it's a hoax. | 这是一个,这是一个骗局。 |
| 562 | And | 还有 |
| 563 | you're right. | 你说得对。 |
| 564 | We're not going to let that happen, sir. | 我们不会让这发生,先生。 |
| 565 | No, we're not going to let it happen. | 不,我们不会让它发生的。 |
| 566 | Robots are not going to be taking over the world. | 机器人不会占领世界的 |
| 567 | And that's not going to happen. | 然则不可得也. |
| 568 | You know, my uncle | 你知道吗,我叔叔 |
| 569 | was 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 |
| 570 | years and known as being one of the most brilliant men. | 多年,并被称为 最辉煌的人之一。 |
| 571 | And he was, he was there for 41 years as | 他在那里呆了41年,因为... |
| 572 | the top. | 顶部。 |
| 573 | He 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。 |
| 574 | Jensen knows all about | 詹森知道这一切 |
| 575 | it, but did many things. | 但它做了很多事情。 |
| 576 | So 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 |
| 577 | resource theory, but I do. | 资源理论, 但我有。 |
| 578 | I have genetics. | 我有遗传学 |
| 579 | That explains why you know so much about AI. | 难怪你这么了解AI |
| 580 | Well, I know about AI. | 嗯,我知道关于AI。 |
| 581 | I know. | 我知道,我记得 |
| 582 | I also have common sense about AI. | 我也对AI有常识. |
| 583 | The robots will not be taking over. | 机器人不会接手 |
| 584 | The AI will not be taking over the rest of the world. | AI不会接管世界其他地方. |
| 585 | The whole thing is a hoax. | 整件事都是骗局 |
| 586 | Now with that, | 现在有了这个 |
| 587 | we have to be a little bit careful. | 我们一定要小心一点 |
| 588 | We 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 |
| 589 | have 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 |
| 590 | as we work on the next 10 years about how to destroy it. | 未来10年我们如何摧毁它 |
| 591 | So I'm with you all the way. | 故与诸人俱. |
| 592 | I didn't | 我没有 |
| 593 | even know how you felt about it. | 甚至知道你对这件事的感受 |
| 594 | I assumed you felt the same way as me. | 我猜你跟我的感觉一样 |
| 595 | And we're going to lead. | 而将领之. |
| 596 | And I have an expression. | 我有话要说 |
| 597 | It's whoever wins, AI wins. | 谁赢谁赢,AI赢谁赢 |
| 598 | That's how big it is. | 何等为大. |
| 599 | It's bigger than the | 它比那个大 |
| 600 | internet. | 互联网。 |
| 601 | And whoever wins, AI wins. | 不管谁赢了 AI赢了 |
| 602 | And we can't let this kind of stuff happen. | 我们不能让这种事发生 |
| 603 | And that includes, | 包括, |
| 604 | very much includes data centers. | 非常包括数据中心。 |
| 605 | There are communities that were dying that have data | 有些社区正在死亡 有数据 |
| 606 | centers 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。 |
| 607 | We'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. |
| 608 | everybody 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. |
| 609 | Good. | 不错 |
| 610 | Well, 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。 |
| 611 | We're | 我们是 |
| 612 | not going to let that stuff happen. | 不会让这种事发生的 |
| 613 | So I have no idea who's at the meeting. | 所以我不知道是谁在开会 |
| 614 | I have no idea who the | 我不知道是谁 |
| 615 | I'm talking to, but I'll see. | 我说话,但我会看到。 |
| 616 | Did you, did you hear that? | 你听到了吗? |
| 617 | Did you hear that? | 你听到了吗? |
| 618 | Thousands of people | 数千人 |
| 619 | are clapping for you, sir. | 在为你鼓掌,先生。 |
| 620 | But 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 |
| 621 | good luck to everybody. | 祝大家好运 |
| 622 | And we're going to stay with the future. | 则与未来相续. |
| 623 | The country has never done better. | 国家从未如此出色。 |
| 624 | We have $20 trillion of investment coming into the country. | 我国有20万亿投资进入我国. |
| 625 | And that's as opposed to much less | 这比不上少得多 |
| 626 | than one trillion under sleepy Joe Biden. | 超过一万亿 困在乔拜登。 |
| 627 | And that was for four years. | 那已经四年了 |
| 628 | This is in one year. | 这是一年之内。 |
| 629 | So, 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 |
| 630 | and we're going to keep it going. | 我们会继续前进的 |
| 631 | And so thank you all very much. | 所以,非常感谢大家。 |
| 632 | Thank you, Mr. President. | 谢谢你,总统先生。 |
| 633 | I'll call you back later. | 晚点再打给你 |
| 634 | Thank you, Mr. President. | 谢谢你,总统先生。 |
| 635 | Thank you. | 谢谢 |
| 636 | I thought that was unique. | 我认为这是独特的。 |
| 637 | I thought it was a bit. | 我以为是有点 |
| 638 | Did you know that was happening? | 你知道吗? |
| 639 | I thought it was a bit. | 我以为是有点 |
| 640 | Yeah, that was like, no, it's real. | 是啊,那是像,不,这是真实的。 |
| 641 | I thought it was a bit at first. | 初以为有一点. |
| 642 | And I was like, put up on speakerphone. | 我当时想,用扬声器 |
| 643 | Wow. | 珃 |
| 644 | And he calls you. | 他打电话给你 |
| 645 | Well, how do you, how do you | 你怎么样,你怎么样 |
| 646 | cause you any hour of the night? | 让你在晚上有时间吗? |
| 647 | Right? | 对吧? |
| 648 | Well, 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 |
| 649 | that time when he called you. | 当他打电话给你的时候 |
| 650 | I was sleeping. | 我在睡觉。 |
| 651 | Oh, you're asleep. | 哦,你睡着了。 |
| 652 | And he like said, wake him up. | 他喜欢说,叫醒他。 |
| 653 | I 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。 |
| 654 | He's | 琌 |
| 655 | like, well, what about Jensen? | 詹森怎么办? |
| 656 | I 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 |
| 657 | vacation for five years. | 休假5年. |
| 658 | And he's like, get him on the phone. | 他就像,让他打电话。 |
| 659 | But why do you think he sees | 但你认为他为什么看到 |
| 660 | through the hoax? | - 通过骗局? |
| 661 | It's, it's, this is the thing. | 这是,这是,这是事情。 |
| 662 | It was quite an extraordinary thing. | 这是相当不寻常的事情。 |
| 663 | It was, | 这是, |
| 664 | it's polling minus 80. | 这是投票减80。 |
| 665 | So 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 |
| 666 | what's popular. | 何为流行. |
| 667 | You're representing the people. | 你代表着人民 |
| 668 | This is what everyone wants. | 这是每个人都想要的。 |
| 669 | They want to shut | 他们想关门 |
| 670 | down the data centers and AI. | 在数据中心和AI。 |
| 671 | It 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 |
| 672 | sure. | 当然 |
| 673 | And the reason for that is because a lot of people are falling for it. | 之所以如此,是因为很多人都爱上它。 |
| 674 | And so the fact of | 所以事实上 |
| 675 | matters, it's complicated. | 事情很复杂 |
| 676 | You 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 |
| 677 | the stories, it's all anchored on two things. | 故事,这一切都建立在两件事上。 |
| 678 | The first thing that it was anchored on was national | 第一件事是国家 |
| 679 | security. | 警卫。 |
| 680 | And recently that was all blown, blown to bits. | 最近一切都被炸成碎片 |
| 681 | Right. | 对 |
| 682 | And so no, no, that story is no | 所以,不,不,那个故事是没有 |
| 683 | longer anchored on national security. | 以国家安全为基础。 |
| 684 | Now it's anchored on safety. | 现在它锚定在安全上。 |
| 685 | Now, if you want AI to be | 现在,如果你想AI是 |
| 686 | safe, 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。 |
| 687 | They're good tests for them. | 对他们来说是很好的测试 |
| 688 | If 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 |
| 689 | party 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. |
| 690 | control. | 控制系统 |
| 691 | You 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 |
| 692 | as 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。 |
| 693 | And I think I | 我觉得我 |
| 694 | heard 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 |
| 695 | multiple. | 多个 |
| 696 | I agree with that too. | 我也同意这一点。 |
| 697 | Just as there's multiple evaluated and auditors, it makes sure | 就像有多个评估 和审计员,它确保 |
| 698 | that 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。 |
| 699 | And so | 这样 |
| 700 | you, 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。 |
| 701 | And so I think the | 所以我认为 |
| 702 | number one thing is let's build the technology safely. | 第一,让我们安全地建造这个技术。 |
| 703 | Let's make sure that the testing of it | 让我们确保测试它 |
| 704 | is safe. | 这是安全的。 |
| 705 | And 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。 |
| 706 | But these are | 但是这些是 |
| 707 | extraordinary 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 |
| 708 | And they want to | 他们想要 |
| 709 | be, and they want to be. | 和他们想要。 |
| 710 | I wanted to go back to open source for a second. | 我想回开源 一会儿。 |
| 711 | A year ago, we weren't | 一年前,我们不是 |
| 712 | taking it very seriously. | 认真对待 |
| 713 | It was two years, 18 months behind. | 是两年,18个月后。 |
| 714 | The one thing that, you know, one | 只有一件事,你知道,一个 |
| 715 | of 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 |
| 716 | hard to say something. | 很难说些什么。 |
| 717 | I'm going to get in trouble for that. | 我会惹上麻烦的 |
| 718 | I'm sure he's going to call me up on | 我相信他会打电话给我 |
| 719 | that. | 那个 |
| 720 | But 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 |
| 721 | number of jobs. | 工作数量。 |
| 722 | The 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, |
| 723 | and 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 |
| 724 | He wants to re-industrialize the United States. | 他想让美国重新工业化. |
| 725 | He wants to make sure that the United States has | 他想确保美国 |
| 726 | the energy to support the next industrial revolution. | 支持下一个工业革命的能量 |
| 727 | Without energy, there's no industrial | 没有能源就没有工业 |
| 728 | growth. | 增长。 |
| 729 | And 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 |
| 730 | that we're re-industrializing the supply chain. | 我们正把供应链重新工业化 |
| 731 | Look at everything that we're doing right now. | 看看我们现在所做的一切 |
| 732 | All of it is happening right now as we speak. | 所有这一切正在我们发言的时候发生。 |
| 733 | We're creating more jobs than ever. | 我们创造的就业机会比以往任何时候都多。 |
| 734 | We're creating | 我们正在创造 |
| 735 | software jobs. | 软件工作。 |
| 736 | We 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 |
| 737 | went into the AI industry just recently. | 最近才进入AI行业 |
| 738 | Six months. | 六个月。 |
| 739 | Well, that's created a ton of jobs. | 这创造了很多工作 |
| 740 | That's created a ton of jobs. | 这创造了很多工作 |
| 741 | It's created, obviously, enormous amount of demand for compute, | 很明显,它创造了大量的计算需求, |
| 742 | which 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。 |
| 743 | And we have | 我们有 |
| 744 | to talk about that. | 谈谈这个。 |
| 745 | I 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 |
| 746 | to 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 |
| 747 | centers 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。 |
| 748 | Let's actually talk about that for a | 我们来谈谈吧 |
| 749 | second. | 再来 |
| 750 | What's incredible about NVIDIA, if you break down the component parts, is you've | NVIDIA的不可思议之处是 如果你打破了组件,你是 |
| 751 | effectively 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。 |
| 752 | And you've had to do it at | 你不得不这么做 |
| 753 | all the levels. | 所有级别。 |
| 754 | You 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。 |
| 755 | You 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 |
| 756 | financing capability. | 筹资能力。 |
| 757 | Walk us through your capital allocation strategy. | 告诉我们你的资本分配策略 |
| 758 | What has to happen | 发生什么 |
| 759 | to 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? |
| 760 | As 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。 |
| 761 | This new industry requires manufacturing. | 这一新产业需要制造业。 |
| 762 | Just as the electricity, internet, and now AI, | 就像电,互联网, 现在AI, |
| 763 | we power anything. | 我们把任何东西都给力 |
| 764 | We can find anything. | 我们可以找到任何东西。 |
| 765 | Now with AI, we can ask and know anything. | 现在用人工智能,我们可以问和知道任何事情。 |
| 766 | Isn't that right? | 是吗? |
| 767 | And so that's our future. | 这就是我们的未来 |
| 768 | We 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 |
| 769 | we want, and it could explain it to us. | 我们想要, 它可以解释给我们听。 |
| 770 | Now, 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 |
| 771 | the intelligence. | 情报 |
| 772 | And 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 |
| 773 | has to get built. | 一定要盖起来 |
| 774 | But 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, |
| 775 | what about all of the other layers across the United States? | 那全美国其他的层层呢? |
| 776 | This industry isn't just about | 这个行业不仅仅是 |
| 777 | the model. | 那个模特儿 |
| 778 | It's not just about the chips. | 不只是筹码 |
| 779 | It's mostly about the applications on top. | 主要是关于上面的应用. |
| 780 | It's mostly | 主要是这样 |
| 781 | about 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, |
| 782 | the electricity, the power generation. | 电力,发电。 |
| 783 | All of that is involved. | 所有这一切都涉及其中。 |
| 784 | And so I look across the entire | 所以,我看着整个 |
| 785 | ecosystem and look for bottlenecks. | 生态系统和寻找瓶颈。 |
| 786 | And if there are places where extraordinary companies are | 如果有的地方 非凡的公司 |
| 787 | being built. | 正在建设中。 |
| 788 | Constraints. | 制约因素。 |
| 789 | Extraordinary companies being built. | 特别公司正在建设中。 |
| 790 | Maybe it's a | 也许它是一个 |
| 791 | supply 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 |
| 792 | be ready for us, land, power, shell. | 准备好我们,土地,权力,炮弹。 |
| 793 | And so this is no different than looking at the supply chain | 所以这跟看供应链没什么区别 |
| 794 | upstream. | 上游地区。 |
| 795 | I 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 |
| 796 | is really large. | 实在是很大。 |
| 797 | And in order for us to succeed, a whole bunch of companies has to support me. | 为了我们成功 一大堆公司必须支持我 |
| 798 | Wendell Corning has to support me. | 温德尔·康宁必须支持我 |
| 799 | Lu. | |
| 800 | 当然是TSMC | |
| 801 | And memory companies. | 还有记忆公司 |
| 802 | And so | 这样 |
| 803 | we 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 |
| 804 | so that the growth could happen. | 从而实现增长。 |
| 805 | Now I'm doing it downstream. | 现在我在下游做 |
| 806 | Cycle 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, |
| 807 | tends 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 |
| 808 | over-earn for larger periods of time. | 过度学习的时间更长。 |
| 809 | I mean, you bought Hugging Face. | 我的意思是,你买了哈金斯脸。 |
| 810 | Now you're sort of in the, | 现在,你有点在, |
| 811 | actively in the serving business. | 积极从事服务行业. |
| 812 | I 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 |
| 813 | Router make a lot of sense. | 路由器很有意义 |
| 814 | It seems pretty obvious that there are better versions of ways | 很明显,有更好的方法 |
| 815 | to build things like Bedrock. | 像贝德洛克那样的建筑 |
| 816 | I'm sure you think about it. | 我相信你会考虑的 |
| 817 | What's the natural conclusion? | 自然结论是什么? |
| 818 | Because | 因为 |
| 819 | it 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 |
| 820 | sheet, 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 |
| 821 | the product and get it out. | 把产品拿出来 |
| 822 | So 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 |
| 823 | that? | 那个? |
| 824 | The 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. |
| 825 | Last year, | 去年,我们... |
| 826 | about 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 |
| 827 | And now look at amazing models | 现在看看惊人的模型 |
| 828 | are available. | 备有。 |
| 829 | The Metamuse is available. | 梅塔缪斯号可以使用. |
| 830 | 你让Grok有空 | |
| 831 | Grokbot是不可思议的。 | |
| 832 | We 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。 |
| 833 | Since a year and a half ago, | 从一年半前开始 |
| 834 | you 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。 |
| 835 | So the number of models | 所以模型的数量 |
| 836 | that 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 |
| 837 | Frontier models as well. | 边疆模式也是。 |
| 838 | And the number of AI labs are growing. | 而AI实验室的数量也在增长. |
| 839 | The ineffables, the reflections, | 无能者,反射者, |
| 840 | the list goes on, the physical intelligence, the list goes on. | 名单继续 身体情报 名单继续 |
| 841 | And so all of these labs are building | 所以这些实验室都在建设 |
| 842 | 关于NVIDIA。 | |
| 843 | And 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 |
| 844 | succeed instead of taking a slice out. | 成功而不是取出一块。 |
| 845 | And so we would go up as far as we need to, | 这样我们就可以越走越远了 |
| 846 | but as low as possible. | 但尽可能低。 |
| 847 | Our strategy is go up as far as we need to and as low as possible. | 我们的战略是尽可能提高,尽可能降低。 |
| 848 | And 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, |
| 849 | all of the frameworks wouldn't exist. | 所有的框架都不存在。 |
| 850 | If 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 |
| 851 | scale training wouldn't have happened. | 规模训练不会发生。 |
| 852 | So 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 |
| 853 | as we need to. | 因为我们需要。 |
| 854 | And then we let a thousand flowers bloom. | 然后我们让千花开花 |
| 855 | And so that posture allows us to be, | 这样姿势就能让我们 |
| 856 | quite 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 |
| 857 | The pushback would be that | 后退是那样的 |
| 858 | it 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 |
| 859 | And 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。 |
| 860 | There are some, and by the way, | 有些,顺便说一句, |
| 861 | I think you introduced me to NVIDIA is superb. | 我认为你把我介绍给NVIDIA很棒 |
| 862 | Great. | 不错 |
| 863 | Everything. | 一切众生. |
| 864 | They're amazing, | 他们是惊人的, |
| 865 | but we need like 50 of these guys. | 但我们需要50个这样的人 |
| 866 | We need a hundred of them. | 我们需要一百个 |
| 867 | We need a thousand of them. | 我们需要一千个 |
| 868 | And it just may take some. | 它只是可能需要一些。 |
| 869 | Yeah. | 对 |
| 870 | You know, it's just, I'm surprisingly uncompetitive. | 你知道,这只是, 我惊讶地没有竞争力。 |
| 871 | Really? | 真的吗? |
| 872 | Yeah. | 对 |
| 873 | That's not my thing. | 这不是我的事。 |
| 874 | You know, my thing is kind of like, for example, | 你知道,我的事情有点像,例如, |
| 875 | I'd be more than happy with five hyperscalers. | 我更喜欢5个超标器 |
| 876 | However, the reason I noticed the early customers | 然而,我注意到早期顾客的原因 |
| 877 | of 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。 |
| 878 | Exactly. | 没错 |
| 879 | And the reason for that is because the hyperscalers plan once a year, | 原因是超标器每年计划一次 |
| 880 | but 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。 |
| 881 | And so with all | ┮Τㄆ薄 |
| 882 | these 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。 |
| 883 | They 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 |
| 884 | country. | 国家。 |
| 885 | They know their region. | 他们知道自己的地区。 |
| 886 | They'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。 |
| 887 | That's hard for | 这很难 |
| 888 | somebody 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。 |
| 889 | And so we now have | 所以我们现在有了 |
| 890 | basically 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, |
| 891 | power, shell for us. | 电力,贝壳给我们。 |
| 892 | And now countries realize it's strategic. | 现在各国意识到这是战略性的。 |
| 893 | So many countries are saying, | 这么多国家说, |
| 894 | I'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. |
| 895 | Well, Nvidia is in that country | 恩维迪亚在那个国家 |
| 896 | as 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 |
| 897 | And so whether it's, whether it's | 所以,无论它是,是否 |
| 898 | Firmus 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 |
| 899 | Southeast 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. |
| 900 | And so we're building a gigawatts. | 所以我们正在建造千兆瓦。 |
| 901 | So 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。 |
| 902 | I just want to get this one thing in. | 我只想把这个东西弄进去 |
| 903 | It's pretty clear that you're going pretty high up and getting | 很明显,你上台了 |
| 904 | very focused on open source. | 非常专注于开源。 |
| 905 | Obviously you have your nemotrons doing exceptionally well. | 很明显,你的坏蛋们做得特别好 |
| 906 | I use | 我用这个 |
| 907 | them 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, |
| 908 | hiring, whatever it is. | 雇佣,无论是什么。 |
| 909 | And 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。 |
| 910 | So we are the frontier model in five domains. | 所以我们是五个领域的前沿模式。 |
| 911 | Yeah. | 对 |
| 912 | And so you don't seem to build | 所以你似乎没有建设 |
| 913 | products to get the silver medal. | 获得银牌的产品。 |
| 914 | You seem to go for the gold. | 你似乎去的黄金。 |
| 915 | So are you going for the gold and | 所以,你要去的黄金和 |
| 916 | will you have the best hands down open source model? | 你会有最好的手 下开源模型? |
| 917 | And then part B to that is can open source | B部分可以打开源头 |
| 918 | catch up to frontier models and are you the person to do it? | 追上边疆模特儿,你做得到吗? |
| 919 | So the logic, the logic Jason is that | 所以逻辑,逻辑杰森是 |
| 920 | that 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 |
| 921 | us to do it. | 我们这样做。 |
| 922 | Right. | 对 |
| 923 | So for example, Alpamayo is the world's first thinking self-driving car. | 例如,阿尔帕马约是世界上第一个思考自我驾驶的汽车. |
| 924 | And 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 |
| 925 | on 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 |
| 926 | Oh, I've seen this before. | 哦,我见过这个。 |
| 927 | It's not exactly the same, but it's largely the same as that. | 虽然不完全相同,但大致相同. |
| 928 | Okay. | 摆 |
| 929 | And so, so Alpamayo, why is it necessary? | 那么,阿尔帕马约,为什么有必要呢? |
| 930 | Well, there's a whole bunch of car companies. | 有很多汽车公司 |
| 931 | Every 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 |
| 932 | every 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。 |
| 933 | So I'll build an extraordinary stack for them. | 所以我会为他们建造一个非常的堆栈。 |
| 934 | They do last mile adapting for their application. | 他们做最后一英里适应他们的应用。 |
| 935 | Now, everything that moves in the future could be autonomous. | 现在,未来一切动静都可以自主. |
| 936 | If not for us building some of the, | 如果不为我们建造一些, |
| 937 | some of the biology models, the world wouldn't have it. | 一些生物学模型, 世界不会有它。 |
| 938 | The, the ESM two protein found language | 两种蛋白质找到语言 |
| 939 | model. | 型号。 |
| 940 | We 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 |
| 941 | variant. | 变种. |
| 942 | All of that stuff, technology wouldn't have existed if we didn't build it. | 所有这些东西, 如果我们不建造它,科技就不会存在。 |
| 943 | One 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 |
| 944 | and it's binding. | 它的束缚。 |
| 945 | It's groundbreaking stuff. | 这是突破性的东西。 |
| 946 | We built that. | 我们造的 |
| 947 | And so we'll build that because | 所以我们要建立它,因为 |
| 948 | Lily 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 |
| 949 | capability to do it or they they're not yet there. | 要不然他们还没到那里 |
| 950 | And so we can make it a real contribution. | 这样我们才能做出真正的贡献。 |
| 951 | So I | 所以说 |
| 952 | do everything out of need. | 做一切无所求故. |
| 953 | I'm not trying to disrupt. | 我不是想打搅你 |
| 954 | I mean, we don't wake up in the morning, | 我的意思是,我们不会早上醒来, |
| 955 | try 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。 |
| 956 | Jensen, 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? |
| 957 | business? | 生意吗? |
| 958 | Can you just comment? | 你能发表评论吗? |
| 959 | We're just so nice. | 我们很好 |
| 960 | Yes. | 对 |
| 961 | Well, 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, |
| 962 | let's just call it a take. | 就当是一桩吧 |
| 963 | What'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 |
| 964 | Elon's announced. | 伊隆公布. |
| 965 | And if anybody could do it, he can. | 如果任何人都能做到这一点,他可以。 |
| 966 | And the two of us were on a flight together | 我们俩一起搭飞机 |
| 967 | to a country and. | 去一个国家,然后。 |
| 968 | With a person who sometimes calls you on the phone. | 和一个有时打电话的人在一起 |
| 969 | It was a nice plane. | 飞机不错 |
| 970 | And, 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 |
| 971 | these things. | 这些东西。 |
| 972 | And, and so we spent a lot of time talking about it. | 所以,我们花了很多时间谈论它。 |
| 973 | Is that anybody could do it? | 有人能做到吗? |
| 974 | He 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。 |
| 975 | Could your chest be fab there? | 你胸口会痛吗? |
| 976 | Or is it? | 是吗? |
| 977 | Well, we know, we, we know a lot about | 我们知道,我们知道很多 |
| 978 | process 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。 |
| 979 | And, you know, | 还有,你知道, |
| 980 | because 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 |
| 981 | with the world's best 30s company. | 与世界最佳30强公司. |
| 982 | You know, we got lots of amazing. | 你知道,我们有很多惊人的。 |
| 983 | So your take is you've | 所以,你的选择是 你已经 |
| 984 | talked a lot about it. | 谈了很多关于它。 |
| 985 | So we could just, yeah, we could talk about it. | 所以我们可以,是的,我们可以谈论它。 |
| 986 | And, and you can't discourage | 而且,你无法抑制 |
| 987 | Elon 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. |
| 988 | And once you decide to go | 一旦你决定离开 |
| 989 | do something, it's hard to stop them. | 做点什么 很难阻止他们 |
| 990 | And 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 |
| 991 | with advanced lithography systems? | 高级的石刻系统? |
| 992 | Um, 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。 |
| 993 | Yeah. | 对 |
| 994 | And 2030 is just around the corner. | 2030年就在拐角处。 |
| 995 | Yeah. | 对 |
| 996 | Also that's sorry, how long will all be dead at | 还有,对不起,你们要死多久? |
| 997 | that time? | 那个时候? |
| 998 | So, 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 |
| 999 | going to go into, um, uh, mainland fabs almost immediately? | 马上就要进入大陆了? |
| 1000 | You know, the way to think about | 你知道, 思考的方式 |
| 1001 | China is really good at high volume production. | 中国的产量确实很高。 |
| 1002 | And this is just matter of time. | 而这只是时间问题。 |
| 1003 | Yeah. | 对 |
| 1004 | And I, | 还有我 |
| 1005 | you 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, |
| 1006 | you 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。 |
| 1007 | So two or three years, it's just a click. | 因此,两三年,这只是一个点击。 |
| 1008 | It's nothing. | 没什么 |
| 1009 | And so as far as they're concerned, | 至于他们, |
| 1010 | they're already there. | 他们已经到了 |
| 1011 | They're already there. | 他们已经在那里。 |
| 1012 | Yep. | 对 |
| 1013 | That's an Elon and Gwen. | 这是伊隆和格温的作品 |
| 1014 | We've got to run | 我们得走了 |
| 1015 | America. | 美国。 |
| 1016 | We got to run. | 我们得走了。 |
| 1017 | Yeah. | 对 |
| 1018 | Speed run. | 速度运行。 |
| 1019 | So we got a speed run. | 所以我们得到了一个速度运行。 |
| 1020 | Well, slowing down is definitely | 慢下来肯定 |
| 1021 | the wrong strategy. | 错误的策略 |
| 1022 | Well, 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 |
| 1023 | that 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 |
| 1024 | human. | 人类 |
| 1025 | I think we're already there. | 我想我们已经到了 |
| 1026 | We're there. | 我们到了 |
| 1027 | Right. | 对 |
| 1028 | And so then superintelligence is the next | 接下来是超级情报 |
| 1029 | waypoint 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 |
| 1030 | And Jason, | 还有杰森 |
| 1031 | I think we're there too. | 我想我们也到了 |
| 1032 | You think we're at superintelligence. | 你以为我们在超情报机构吗? |
| 1033 | Yeah. | 对 |
| 1034 | When you, | 当你 |
| 1035 | when 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, |
| 1036 | I don't want you to make me an omelet. | 我不想你给我做煎蛋卷 |
| 1037 | I just want you to drive the car. | 我只是想让你开车。 |
| 1038 | Right. | 对 |
| 1039 | That is super | 好厉害 |
| 1040 | intelligent. | 聪明 |
| 1041 | It's better than a human. | 比人类强. |
| 1042 | Yeah. | 对 |
| 1043 | Like one 10th of the accident, right? | 就像事故的第10个 对吧? |
| 1044 | Exactly. | 没错 |
| 1045 | Yeah. | 对 |
| 1046 | Synthesizing proteins, you know, doing virtual screening of proteins. | 合成蛋白质,你知道,对蛋白质进行虚拟筛选。 |
| 1047 | We're already | 已经是了 |
| 1048 | there. | 这里 |
| 1049 | Yeah. | 对 |
| 1050 | Are you having fun being on the frontier of humanity? | 你在人类的前沿玩得开心吗? |
| 1051 | I like it. | 我喜欢 |
| 1052 | Yeah. | 对 |
| 1053 | Ladies and gentlemen, I like it. | 女士们先生们 我喜欢 |
| 1054 | I like it. | 我喜欢 |
| 1055 | And then guys, guys, it's, it's, | 然后伙计们,伙计们,这是,这是, |
| 1056 | it's great there. | 这是伟大的。 |
| 1057 | The future is great and we want to get there. | 未来是伟大的,我们想到达那里。 |
| 1058 | Listen, a lot of us don't have to | 听着,我们很多人不用这样 |
| 1059 | work, 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。 |
| 1060 | Right. | 对 |
| 1061 | And so, so I want every we, | 所以,所以我要我们每一个人, |
| 1062 | I want to be there. | 我想去那边 |
| 1063 | I want all of you guys there with me. | 我要你们都跟我走 |
| 1064 | We're all going to be there. | 我们都会去的 |
| 1065 | We're going to be enormously successful together as a humanity. | 作为人类,我们将会取得巨大的成功。 |
| 1066 | And, and in the meantime, we got | 在此期间,我们得到了 |
| 1067 | to encourage them, urge them on. | 鼓励他们,敦促他们继续。 |
| 1068 | They'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, |
| 1069 | and I want them to succeed. | 我希望他们成功。 |
| 1070 | I 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, |
| 1071 | and most importantly, we need all of America to come with us. | 最重要的是,我们需要所有的美国 与我们一起。 |
| 1072 | That's how we make it. | 我们就是这样做到的 |
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