FULL PANEL: Nvidia CEO Huang & Musk on Super Intelligence, America.gov, Energy,Orbital Compute |AI1E

0:00

尋找美國經濟實力的技術，毫無疑問，國家安全，還有，科學領導力。

Finding technologies of American economic strength, no doubt, national security, and yes, scientific leadership.

0:07

問題不在於它是否會塑造未來，而在於美國是否會在人工智慧方面引領未來。

The question is not whether it will shape the future, but whether America will lead the future with respect to AI.

0:15

所以在這次對話中，沒有人比這兩位更合適。請歡迎埃隆·馬斯克和黃仁勳，與加文·貝克進行對話。

So for this conversation, there is nobody better. Please welcome Elon Musk and Jensen Huang in conversation with Gavin Baker, please.

0:36

嘿，團隊。

Hey team.

0:42

哦，天啊。我們遲到了嗎？

Oh gee. Are we late?

0:48

各位。很高興來到這裡。美國，加油。美國，加油。美國團隊。確實如此。

Guys. Good to be here. Go America. Go America. Team America. Yes, indeed.

0:55

所以美國，萊特兄弟，第一個登上月球的人，互聯網。我們兩個，對吧，兄弟？

So America, Wright Brothers, first man on the moon, the internet. The two of us, right brothers?

1:01

我喜歡這個。確實如此。我們基本上引領了每一場重大的技術革命，這對美國有著巨大的好處，

I like that. Indeed. We've essentially led every major technological revolution, which has been to the enormous benefit of America,

1:11

普通美國人，我想我們現在稱之為超智能，我認為這實際上是個好品牌。

ordinary Americans, where I guess we're now calling this superintelligence, which I think is actually good branding.

1:18

那麼，讓我們談談美國如何贏得這場比賽，並使這場勝利對普通美國人有利。

And so let's talk about how America wins this, and we make that winning good for ordinary Americans.

1:25

那麼，對不起，健怡可樂。抱歉。

Well, excuse me, Diet Coke. Sorry.

1:32

首先，人工超智能是計算堆棧的完全重塑。

So, first of all, artificial super intelligence is a complete reinvention of the computing stack.

1:40

從處理器、晶片的設計方式開始，

Everything from the way the processors, the chips are designed

1:44

以及它們的運作方式到軟體現在的訓練和開發方式，以及應用程式能夠執行的方式和它們的表現。

and the way they operate to the way software is now trained and developed to the way that the applications are able to perform what they're able to do and how they perform.

1:55

計算堆棧的每一層都被重新發明了。

Every single layer of the computing stack has been reinvented.

1:59

這種計算方式，與以前的方式不同，

This way of doing computing, unlike previous

2:02

檢索資訊的方法，這是一種生成性的方法

ways of retrieving information, this is a generative approach

2:06

對於計算來說，因此，為了讓我們成功，首先我們需要的是能源，因為我們需要能量來運行計算，運行算法，這些算法

to computing, and therefore, in order for us to succeed, the first thing we need is energy, because we need the energies to run the compute, run the algorithms, the algorithms

2:18

然後供應應用程序。因此，在基礎層面上是能源，從這種能源我們建立土地電力和外殼，並承載基礎設施等等。

then feed the applications. And so at the foundational layer is energy, and from that energy we build the land power and shell and that host the infrastructure so on and so forth.

2:29

所以我們獲勝的方式，當然，我們在晶片設計方面是世界級的。我們在算法開發方面也是世界級的。

And so the way we win, of course, we are world class in chip design. We're world class in algorithm development.

2:37

因此，我們需要做的事情之一就是保持警惕，確保電力供應和發電能夠發生。

And so one of the things that we need to do is just be vigilant about enabling power delivery and power generation to happen.

2:46

特朗普總統在支持能源方面具有遠見。

And President Trump has been visionary in being pro-energy.

2:50

如果沒有特朗普總統的支持能源的願景，我們將無法在其上建立數據中心。

Without the pro-energy vision of President Trump, it would have been impossible for us to build the data centers on top of it.

2:56

現在，當然，這些數據中心正在如此迅速地上線。

Now, of course, these data centers are coming online so quickly.

3:01

我們進入了許多社區和許多鄰里。

We're coming into a lot of neighborhoods and a lot of communities.

3:05

我們必須更好地與社區合作，讓他們參與這次工業革命的繁榮與成功。

We have to do a better job in partnering with the communities and bring them along and make them part of the prosperity and the success of this industrial revolution.

3:16

但這就是我們獲勝的方式。我們必須打造世界上最好的晶片。

But that's how we win. We've got to build the world's best chips.

3:19

我們必須擁有大量的能源，創造出驚人的算法，

We have to have lots and lots of energy, create incredible algorithms,

3:24

最後，確保美國對這項技術充滿熱情

And then lastly, make sure that America is enthusiastic

3:27

以便我們將其推廣到各行各業，從製造業到醫療保健、太空探索等等。

about the technology so that we diffuse it into all of these various industries, from manufacturing to health care, space exploration, so on and so forth.

3:37

太棒了。Elon，我們怎麼贏？我們怎麼持續贏？

Awesome. Elon, how do we win? How do we keep winning?

3:42

好吧，我們需要大量的電力和能源生產。

Well, we need a lot of power, a lot of energy generation.

3:50

所以擴大能源規模，我認為是最重要的事情之一。

So scaling energy, I think, is one of the biggest things.

3:56

你必須擴大能源，擴大晶片生產。

You've got to scale energy, you've got to scale chip production.

4:00

我認為我們在軟體、任何智力或數位領域上都在獲勝。

And I think we're winning on software, on anything intellectual or digital.

4:06

但從長遠來看，我們需要能夠產生足夠的電力來與中國競爭，我認為中國是最大的競爭對手。

But in the long run, we need to be able to generate enough power to compete with, I think, essentially China is the biggest competitor.

4:18

中國的電力生產大約是美國的三倍。

And China has about three times the electricity production of the United States.

4:24

我認為我們會找出如何製造船隻。因此，真正的核心挑戰，我認為，從長期來看，將是如何產生足夠的電力

And I think we'll figure out how to make ships. So really the central challenge, I think, is long-term is going to be how do you generate enough power

4:35

以及如何確保我們在美國或安全地區擁有足夠的邏輯和記憶體製造能力。

and how do you ensure that we have enough logic and memory fabrication capacity in the United States or in a safe region.

4:42

我們需要萊特兄弟來工作。是的。好吧，結果是萊特兄弟正在工作。

We need the Wright brothers on the job. Yes. Well, it turns out the Wright brothers are on the job.

4:48

Elon，如果你能帶來10吉瓦的電力，這是SpaceX公開討論過的，

Elon, if you bring on 10 gigawatts, which SpaceX has discussed publicly,

4:54

那將是美國所有新增電力的約25%。

that'll be about 25% of all the power added in America.