黄仁勋访台：Grace Blackwell量产与AI算力经济逻辑
Visiting Taiwan w/ Jensen Huang | Lex Fridman
黄仁勋亲自确认Grace Blackwell量产及100%液冷细节，并重新定义AI算力经济性逻辑，对关注底层硬件与算力部署的工程团队极具参考价值。
- We're gonna hang out for a couple days. Oh, good. I'm gonna show him Taiwan. It blew my mind. - Look at that. - Ladies and gentlemen, Lex Fridman. Hello, everyone. This is the famous oyster pancake. - Amaze, amaze, amaze. - Beatles in the '60s. - Jensen, thank you. - Jensen loves the night market way too much not to do it. This smells delicious. Let's see what this is. Let's try this thing. Doesn't make any sense. Amazing.
- 我们要在这儿待上几天。哦，太好了。我要带他逛逛台湾。简直让我大开眼界。——快看那个。——女士们先生们，莱克斯·弗里德曼。大家好。这就是著名的蚵仔煎。——太惊艳了，太惊艳了。——披头士乐队在60年代。——詹森，谢谢你。——詹森太爱夜市了，根本停不下来。闻起来真香。看看这是什么。来尝尝这个。完全搞不懂是什么。太神奇了。
That's a wrap on one of the most incredible weeks of my life. I'm visiting Taiwan, first time for me in part to hang out with Jensen Huang, the CEO and founder of NVIDIA, which is the world's most valuable company, and also one of the most consequential companies in the history of human civilization. And I'm also here to attend Computex, which is this gigantic conference, just a sea of engineers at the heart of the land of engineers in Taipei.
这是我生命中最不可思议的一周之一，到此圆满结束。我来到台湾，第一次来这里，部分原因是为了和英伟达（NVIDIA）的CEO兼创始人黄仁勋一起聚聚。英伟达是全球最有价值的公司，也是人类文明史上最具有影响力的公司之一。同时，我也来参加 Computex 大会，这是一场规模宏大的会议，汇聚了工程师的海洋，地点就在台北——这座工程师之城的核心地带。
Now, Taiwan is this island that's two-thirds mountains, and this one island is responsible for more than 90% of the most advanced semiconductors in the world. Basically, every computer, every smartphone, every GPU, every AI data center would not exist without this one place. Virtually impossible to replicate anywhere in the world. You know, I often think about ancient history, human civilization, and places like Göbekli Tepe or the Egyptian pyramids, and there's a lot of mystery about how was it built.
台湾是一个三分之二的土地为山脉的岛屿，而这一座岛屿就生产了全球超过90%的最先进半导体。基本上，如果没有这个地方，就不会有今天的每一台电脑、每一部智能手机、每一块GPU、每一个AI数据中心。这在世界上几乎不可能被其他地方复制。你知道的，我经常思考古代历史、人类文明，以及像哥贝克力石阵或埃及金字塔这样的地方，关于它们是如何建成的，充满了神秘色彩。
And it's humbling to know that there's places on earth like those ancient constructions that we still don't quite understand how it's built. How is it that Taiwan comes to dominate so much of the semiconductor industry? And of course, there are answers. Some of it is culture. Some of it is the education system and how much engineering is prized within the education system. And of course, all of it has huge implications, technological and geopolitical, for the coming years, decades, centuries.
得知地球上还有像那些古代建筑一样的地方，而我们至今仍不太清楚它们是如何建造的，这让人感到谦卑。台湾是如何在半导体行业中占据如此主导地位的？当然，这里有答案。其中一些是文化因素，另一些是教育体系，以及工程学科在教育体系中所受重视的程度。当然，这一切对未来的几年、几十年甚至几个世纪都产生了巨大的技术和地缘政治影响。
I, of course, want us to compete but remain friends, and I think a big part of that is understanding each other, understanding each other's culture, each history, and respecting it, but also working together, and the interlinked economies, technologies, supply chains. But also humans, talking to each other, marrying each other, drinking beer together, eating together, all of that, and that's what I'm trying to do, and that's what I'm trying to do here, and it's a huge honor to be able to do that amongst so many incredible engineers that come from all across the world, and to also be able to do that with the one and only Jensen, a great human being, that after all of these years, he's able to maintain humility and to truly be able to listen and to recognize everybody around him as a human being, including me.
我当然希望我们既能竞争又能保持友谊，我认为这其中很大一部分在于相互理解，理解彼此的文化、各自的历史并予以尊重，同时也携手合作，包括互联的经济、技术和供应链。此外还有人与人之间的交流、通婚、一起喝啤酒、一起吃饭，所有这一切，而我正在努力做到的正是这些，我在这里也致力于此。能够与来自世界各地的众多杰出工程师以及独一无二的杰森（Jensen）——一位伟大的人，在历经多年后仍能保持谦逊，真正倾听他人，并将身边的每个人，包括我自己，都视为有血有肉的人——共同做这些事，是莫大的荣幸。
It's a huge honor. Plus, the guy's a foodie. There's no better person to be eating some great Taiwanese food than with Jensen. All right, let's go. - Hey. - Jensen. - Lex, how's it going? - Good to see you. - Welcome to Taiwan. Hey, guys. Do you know who this is? Yes. The great- Lex. Yes. I love you. - I love you, too. - You know, he's known worldwide as Lex, just like me, Jensen. - You know you made it when you're just one name. - You're just one name. - Beyoncé. - Jensen, Beyoncé.
这是莫大的荣幸。而且，这家伙还是个美食家。没有什么比和杰森一起吃美味的台湾菜更棒的了。好了，走吧。- 嘿。- 杰森。- 莱克斯，你好吗？- 见到你很高兴。- 欢迎来到台湾。嘿，大家好。你们知道他是谁吗？知道。伟大的- 莱克斯。对。我爱你。- 我也爱你。- 你知道，他像我和杰森一样，全世界都叫他莱克斯。- 当你只有一个名字时，你就成功了。- 你只有一个名字。- Beyoncé（碧昂丝）。- 杰森，Beyoncé。
How was China? - Incredible. - Incredible. - So much kindness. - Lex. - You're a rock star. - Hey, guys. Nice to see you guys. Hello. Hello, hello. Hello. Nice to see you guys. Nice to see you guys. Hello, everybody. - Okay, this legit is pretty insane. Jensen, I- - Mike, do you know the famous Lex Fridman? - Good to meet you. - Look at this guy. He went... He's just traveling through Asia. - Hey, guys. Good to- - Does everybody know the famous Lex Fridman? - Oh, stop it.
中国怎么样？- 太棒了。- 太棒了。- 那么多善意。- 莱克斯。- 你是摇滚明星。- 嘿，大家好。很高兴见到大家。你好。你好，你好。你好。很高兴见到大家。很高兴见到大家。大家好。- 好吧，这简直太疯狂了。杰森，我- - 迈克，你认识著名的莱克斯·弗里德曼吗？- 很高兴认识你。- 看看这个人。他……他只是穿越亚洲旅行。- 嘿，大家好。很高兴- - 大家都知道著名的莱克斯·弗里德曼吗？- 哦，别这样。
Stop it. - Whoo. - Jensen, I love you. - Look at this. Look at this. No cables. No cables. No hoses. Yes. 100% liquid cooled. Yes. Last generation, Grace Blackwell, was only 80% liquid cooled. Now, it's 100% liquid cooled. From two hours to assemble, it's now five minutes. Things that are easy to build- Yeah ... are also reliable. - Officially in full production, right? - Yeah. Yeah. Full production now. Incredible, right? - Yeah, it's incredible. - All this.
别这样。- 哇哦。- 杰森，我爱你。- 看看这个。看看这个。没有线缆。没有线缆。没有软管。是的。100%液冷。是的。上一代Grace Blackwell只有80%液冷。现在是100%液冷。组装时间从两小时缩短到五分钟。易于制造的东西- 嗯……也更可靠。- 正式全面投产，对吧？- 是的。是的。现在全面投产。太不可思议了，对吧？- 是的，太不可思议了。- 所有这些。
Everything. - And the Vera CPU, you're full in on the CPU. I saw the- - Yeah. Yeah. - ... 1.8x over x86. - Oh, it's incredible. x86 CPUs, the hyperscale CPUs were designed to be rented. - Mm-hmm. - And so you want as many CPU cores as possible- - Yes. - ... because the economics of CPUs in the last generation was how, what's the dollars per core? In this new world, no, AI doesn't rent cores. Yeah. AI generates tokens, and they sell tokens.
一切。——还有 Vera CPU，你完全投入在 CPU 上。我看到了——对，没错。——……比 x86 高出 1.8 倍。——哦，太不可思议了。x86 CPU、超大规模（hyperscale）CPU 的设计初衷是出租使用。——嗯哼。——所以你想要尽可能多的 CPU 核心——是的。——……因为上一代 CPU 的经济模型是怎样的？每核心的美元成本是多少？在新的世界里，不，AI 不租用核心。没错。AI 生成 token，然后出售 token。
Yeah. Yes. And so your per- Correct ... fundamental purpose is to go through that exchange- Yeah ... go through that loop as fast as you can- Yeah ... and generate tokens as fast as you can. - The more you buy, the more you make. You might be the best salesman in the world. That's a good line. - Well, Lex, it's easy. You know? It's not a complicated thing. - Yeah. - The technology is complicated- ... but the business model.
没错。是的。所以你的单位……正确……根本目的是完成这种交换——是的……尽可能快地完成这个循环——是的……并尽可能快地生成 token。——买得越多，赚得越多。你可能成为世界上最优秀的销售员。这句话很棒。——嗯，Lex，这很简单。你知道的。这并不复杂。——是的。——技术很复杂……但商业模式。
Amaze, amaze, amaze. Thank you. All right, Lex, you gotta sign here. Lex was here too. - All right. - The great Lex Fridman. Yes. Yeah. - The love I'm getting right here. - Awesome. - This is incredible. - He just happened to be here? No, he just didn't happen to be here. He flew out to hang out. We're gonna hang out for a couple days. Oh, good. I'm gonna show him Taiwan. Oh. Lex has got a awesome podcast. Very long ones. - Very, very long. - Then you learn a lot. - You learn a lot. - And learn a lot.
令人惊叹，令人惊叹，令人惊叹。谢谢。好了，Lex，你得在这里签字。Lex 也在这里。——好吧。——伟大的 Lex Fridman。是的。没错。——我此刻感受到的爱意。——太棒了。——这太不可思议了。——他只是碰巧在这里吗？不，他并非碰巧在此。他是特意飞过来一起聚会的。我们要待上几天。哦，太好了。我要带他看看台湾。哦。Lex 有一个很棒的播客。非常长的节目。——非常、非常长。——那你就能学到很多。——你能学到很多。——并且学到很多。
And learn a lot. - Thank you. - AI is a five-layer cake. I think I'll have that one. Lex, have a bite. - I think I'll have that, the green one. - Did you enjoy some good food? - Yeah. - Crazy? - Yeah, street food. - Crazy? - Insane. - Crazy? It's good. - Not bad. This is a conference cake. - Yes, let's do that. - Now let's welcome Jensen and all our Quanta QCT executives on the stage to take one last group photo. - Jensen legit is, like, the Beatles in the '60s. - Except the Beatles actually had talent. - Yeah, right.
并且学到很多。——谢谢。——AI 就像五层蛋糕。我想我会选那个。Lex，尝一口。——我想我会选那个，绿色的那个。——你享受了一些美食吗？——是的。——疯狂吗？——是的，街头小吃。——疯狂吗？——疯狂至极。——疯狂吗？味道不错。——还不错。这是会议蛋糕。——是的，我们拍个照吧。——现在让我们欢迎 Jensen 以及所有 Quanta QCT 的高管上台，拍最后一张大合照。——Jensen 简直就像 60 年代的披头士乐队一样受欢迎。——除了披头士确实有才华。——是啊，当然。
Well, I saw you dance on stage. It was all right. It was pretty good. - That wasn't quite John Travolta talent. - Remember that? - Oh my goodness. This is one of the best. - I have so many happy memories of that. - Oh, yeah. Ladies and gentlemen, welcome to SK Hynix. Trillion-dollar company. No wonder supply's so tight. Memory's so big. You want a sandwich? - SK Hynix, legendary high bandwidth memory company. - We invented this, LPDDR memory into data centers.
嗯，我看到你在舞台上跳舞了。还行吧。挺不错的。——那还差点 John Travolta 的才华。——还记得吗？——天哪。这是最棒的之一。——我对那段时光有太多快乐的回忆。——哦，是的。女士们先生们，欢迎来到 SK Hynix。一家万亿美元市值的公司。难怪供应如此紧张。内存容量如此巨大。你想吃三明治吗？——SK Hynix，传奇的高带宽内存公司。——我们发明了这项技术，将 LPDDR 内存引入数据中心。
Twice the bandwidth, half the power. Twice the bandwidth, half the power. - And now please make more. - Yeah, yeah. Please make more. Oh, look at that. That's beautiful. You know, when I was young, I would think that that's not good. But now, I love wabi-sabi. You know, beautiful things- - Yeah. - ... imperfect. - Yeah. - Yeah. I love that. - Imperfection is beauty. - Yeah, look at that. One of a kind. - That's my favorite part, is all the different GPUs that people are- - I know. - The old school- - Isn't that amazing? - The old school 1080- - Yeah, yeah - ... the Titan RTX. - This one.
带宽翻倍，功耗减半。带宽翻倍，功耗减半。——现在请多做点。——对，对，请多做点。哦，看看这个。太美了。你知道，年轻的时候我会觉得这不好。但现在，我喜爱侘寂之美。你知道，美丽的事物——对。——……不完美。——对。——对，我喜欢这个。——不完美即是美。——对，看看这个。独一无二。——我最喜欢的是人们那些不同的 GPU——我知道。——老派的——难道不惊人吗？——老派 1080——对，对——……泰坦 RTX。——就是这个。
Look at this one. - Nice. - This is the- - Titan. - ... 1080 generation Titan. You know, I've seen this on TV. Let me explain. - Anniversary. - We're brothers. - We're brothers. - Yeah, we're brothers. - Cheers. - There you go, man. - All right, thank you. It's pretty good. - It's nice to have just a... - I love this guy. - Hey. Oh, I love these people. - Oh, yeah. - Lex, try this. Lex. - Mechanical? - Oh, God. They're the best. - Oh, nice. - Look how delightful they feel.
看看这个。——不错。——这是——泰坦。……1080 代泰坦。你知道，我在电视上见过这个。让我解释一下。——周年纪念版。——我们是兄弟。——我们是兄弟。——对，我们是兄弟。——干杯。——给你，伙计。——好吧，谢谢。相当不错。——能拥有这样一个……真好。——我喜欢这家伙。——嘿。哦，我喜欢这些人。——哦，是的。——Lex，试试这个。Lex。——机械轴？——哦，天哪。它们是最好的。——哦，不错。——看看手感有多愉悦。
This is real joy. - I have bad news for you. - Oh. - In the future, it's mostly gonna be voice control. - I think so, yeah. I think better typing, don't you? - Yeah, yeah. - I have a hard time thinking when I'm just talking. - Speed is not everything. Sometimes you have to pause and think. Look at that. Back to the '80s. Look at this. Jensen, you need this for AI. This for you. This, this, this, this, this. T
这才是真正的快乐。——我有坏消息要告诉你。——哦。——未来，大部分都会是语音控制。——我也这么认为，对吧。我觉得打字体验会更好，不是吗？——对，对。——我只是说话时很难思考。——速度并非一切。有时候你必须停下来思考。看看这个。回到 80 年代。看看这个。Jensen，你需要这个用于 AI。这个给你。这个，这个，这个，这个，这个。T
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