Megan.

梅根

Hey, Scott, that's exactly right.

嘿，斯科特，你說得太對了。

So we've been here just outside the White House all morning because there was a meeting this morning between the Biden administration and top tech leaders on AI.

整個上午我們都在白宮外面，因為今天上午拜登政府和頂級科技領袖就人工智能問題舉行了一次會議。

We saw Sam Altman of OpenAI.

我們見到了 OpenAI 的 Sam Altman。

We expected Ruth Porat of Google, Dario Amadei of Anthropic, Brad Smith of Microsoft were all here.

我們期待谷歌的露絲-波拉特（Ruth Porat）、Anthropic 的達里奧-阿馬代（Dario Amadei）、微軟的布拉德-史密斯（Brad Smith）都來了。

And then we caught up with Jensen Huang of NVIDIA.

隨後，我們採訪了英偉達公司的黃仁勳。

As you mentioned, we got to talk with him for a few minutes about the 2024 election, about that meeting, about AI and his thoughts on all of it.

正如你提到的，我們和他聊了幾分鐘，談到了 2024 年的選舉、那次會議、人工智能以及他對這一切的看法。

We have the tape here for you.

我們為您準備了錄像帶。

Let's listen in.

讓我們一起來聆聽。

What can you tell us about the meeting today?

關於今天的會議，您有什麼要說的嗎？

Well, we're talking about energy, about this new industry called AI factories and artificial intelligence.

我們正在談論能源，談論這個叫做人工智能工廠和人工智能的新產業。

And obviously we're at the beginning of a new industrial revolution and this industry is going to be producing intelligence.

顯然，我們正處於新工業革命的開端，而這一產業將生產智能產品。

And what it takes is energy and of course a lot of great computer science and large computing systems that NVIDIA makes.

它需要的是能量，當然還有大量優秀的計算機科學和英偉達™（NVIDIA®）公司製造的大型計算系統。

And so we've got to make sure that everybody understands the needs coming, the opportunities of it, the challenges of it and do it in the most efficient and scalable way we can.

是以，我們必須確保每個人都瞭解即將到來的需求、機遇和挑戰，並以最有效和可擴展的方式完成這項工作。

Absolutely.

當然可以。

Do you see the need for a federal role here in terms of federal investment in combination with private investment?

在聯邦投資與私人投資的結合方面，您認為聯邦是否有必要在這裡發揮作用？

Well, there's probably going to have to be public-private collaboration in this area because the rate of growth is really quite high.

這個領域可能需要公私合作，因為增長率確實很高。

Although artificial intelligence consumes a lot of energy to train, it also saves a lot of energy when you consume it because ultimately it's not about training the model, it's about using the model.

雖然人工智能在訓練時會消耗大量能源，但在使用時也會節省大量能源，因為最終不是訓練模型，而是使用模型。

And whether it's in healthcare or climate technology or just running the power grid, artificial intelligence has the opportunity to really save a ton of energy.

無論是醫療保健、氣候技術還是電網運行，人工智能都有機會真正節省大量能源。

And so I think people are grappling with the scale of the opportunity ahead and of course the scale of the challenges ahead.

是以，我認為人們正在努力應對未來機遇的規模，當然還有未來挑戰的規模。

And so it's going to require public and private collaboration.

是以，這需要公共和私營部門的合作。

Do you think the U.S. is doing enough at this point to be competitive with China and other countries?

您認為美國目前所做的足以與中國和其他國家競爭嗎？

Well, this administration is determined to do the most and do it the fastest.

本屆政府決心以最快的速度做最多的事情。

And that's really, that speaks volumes about the reason why we have this meeting today.

這就充分說明了我們今天召開這次會議的原因。

So it's really great.

所以這真的很棒。

Is there enough money behind it at this point?

目前是否有足夠的資金支持？

Well, you know, if this country doesn't have the money, I don't see anybody else in the world that can possibly take advantage of this incredible new industry.

你知道，如果這個國家沒有錢，我看不到世界上還有誰能利用這個令人難以置信的新產業。

And so, you know, I think people are starting to realize that AI is not just a new computer science, it's a new way of doing software.

是以，我認為人們開始意識到，人工智能不僅是一門新的計算機科學，更是一種新的軟件開發方式。

It's going to, of course, revolutionize the computer industry, but it's going to create a whole new industry that sits on top of it, that produces intelligent skills and produces knowledge.

當然，它將徹底改變計算機行業，但它也將創造一個全新的行業，在此基礎上生產智能技能和知識。

And this industry is going to be quite large.

而這個行業將相當龐大。

It's going to be the, you know, hopefully the most exciting of the new industries that the world's ever seen.

你知道，這將是世界上有史以來最令人興奮的新興產業。

Can I ask you a quick question about export controls?

我能問你一個關於出口管制的簡單問題嗎？

Is there any policy, U.S. policy, that you would like to see change in order to make sure that you're able to make sales overseas?

為了確保你們能夠在海外銷售，你們希望美國改變什麼政策嗎？

Well, export control and national security, industrial resilience, supply chain resilience, all of those matters are really complicated.

出口管制和國家安全、工業復原力、供應鏈復原力，所有這些問題都非常複雜。

And this administration understands the nuance of it.

本屆政府深諳其中的細微差別。

And so we would like to see, of course, the U.S. industries be as vibrant as possible to export American standards all over the world and to have the rest of the world be built on American standards.

是以，我們當然希望看到美國的工業儘可能充滿活力，將美國的標準出口到世界各地，並讓世界其他國家以美國的標準為基礎。

Of course, national security, incredibly important.

當然，國家安全無比重要。

And we have to safeguard all of that at the same time.

我們必須同時保護這一切。

And so this is why policymakers have such a difficult job.

是以，這就是為什麼決策者的工作如此艱難。

They have to balance all of these various requirements and make sure that we have a great policy that somehow balances and keeps all of this up in the air and thriving.

他們必須平衡所有這些不同的要求，並確保我們有一個偉大的政策，以某種方式平衡並保持所有這些在空中和蓬勃發展。

And so I think the most important thing for us is just make sure that we inform the administration on what we know about the technology and the industries that we're cultivating.

是以，我認為對我們來說，最重要的是確保向政府通報我們對技術和我們正在培育的產業的瞭解。

And 100%, make sure we comply with the policies.

而且 100% 確保我們遵守政策。

Can I ask you one more question on tariffs?

我能再問一個關於關稅的問題嗎？

With this election, there's a lot of talk about potentially across-the-board tariffs of 10 to 20% and up to 60% on China.

隨著這次大選的舉行，很多人都在談論可能對中國徵收 10% 至 20% 甚至高達 60% 的全面關稅。

Do you have concerns about how that would impact NVIDIA's business or concerns about the policy in general?

您是否擔心這會對英偉達的業務產生影響，或者對該政策的總體情況感到擔憂？

Well, I'm not very informed in most of that stuff.

好吧，我對大多數事情都不是很瞭解。

I think our company, of course, serves industries globally.

當然，我認為我們公司為全球各行業提供服務。

And we're one of the few companies in the world that serves every single AI company in the world.

我們是世界上為全球所有人工智能公司提供服務的少數幾家公司之一。

And we're in healthcare and logistics and transportation and retail and retail.

我們的業務涉及醫療保健、物流、運輸、零售和零售業。

I mean, the number of industries that we serve is really quite large.

我的意思是，我們服務的行業數量確實相當龐大。

And so, obviously, all of these matters are complicated and requires nuanced thinking from the administration.

是以，所有這些問題顯然都很複雜，需要政府進行細緻入微的思考。

So I trust that they're going to make great decisions.

所以我相信他們會做出偉大的決定。

Yeah, absolutely.

是的，當然。

The number one thing we tend to hear from business leaders is on stability, especially when it comes to this election.

我們從商界領袖那裡聽到的第一件事就是穩定，尤其是在這次選舉中。

Do you have thoughts on supporting one candidate over the other, especially when it comes to keeping a calm, stable business environment?

您對支持一位候選人而非另一位候選人有什麼看法，尤其是在保持平靜、穩定的商業環境方面？

Well, you know, one of the things that's really important is, and this affects us in export control, is just to have a stable policy.

嗯，你知道，真正重要的事情之一是，這影響到我們的出口管制，就是要有一個穩定的政策。

Of course, policies have to be, has to adapt to the changing environment.

當然，政策必須適應不斷變化的環境。

And in our world, the changing environment is literally real time.

在我們的世界裡，環境的變化是實時的。

And so I appreciate the challenges it has on the administration.

是以，我很理解這對政府的挑戰。

And meanwhile, we have to simultaneously seek and strive for American technologies to be the safest choice, to be the best choice.

與此同時，我們必須同時尋求並努力使美國技術成為最安全的選擇、最佳的選擇。

And we want the rest of the world's industries to be built on top of our industry.

我們希望世界上其他國家的工業都建立在我們的工業之上。

And so stability matters.

是以，穩定性很重要。

And of course, we have to continue to be the best, which American companies know how to do.

當然，我們還必須繼續做到最好，而這正是美國公司所擅長的。

To the extent that we have stability, I think it's going to be great.

只要我們能保持穩定，我認為這將是一件好事。

What about on taxes?

稅收方面呢？

There's obviously very different stances between these two candidates on either raising the corporate tax rate to 28% or cutting it to as low as 15% on the other side.

在將企業稅率提高到 28% 或將稅率降至 15% 的問題上，兩位候選人的立場顯然大相徑庭。

Any preferences there or any thoughts on sort of how that would impact NVIDIA?

您對此有何偏好，或者您認為這將對英偉達產生怎樣的影響？

Well, you know, whatever the tax rates are, we'll support it.

不管稅率是多少，我們都會支持。

It's as simple as that.

就這麼簡單。

I think this company was built in America.

我認為這家公司是在美國建立的。

It benefited from all of the infrastructure and the support and the amazing intellectual capital that's in this country.

它得益於這個國家所有的基礎設施、支持和驚人的智力資本。

And so to the extent that we can pay back through taxes, we're delighted to do it.

是以，只要我們能通過稅收來償還，我們就很樂意這樣做。

Absolutely.

當然可以。

So no endorsements at this time?

所以，現在還沒有背書？

We're focused on building our company, building our technology and supporting whatever administration is here.

我們專注於建設我們的公司，發展我們的技術，併為這裡的任何管理部門提供支持。

Absolutely.

當然可以。

Anything you can tell us about what's next for NVIDIA?

關於 NVIDIA 的下一步發展，您有什麼想說的嗎？

Well, you know, we're in the process of starting the production of our new generation called Blackwell.

嗯，你知道，我們正在開始生產新一代的 "布萊克威爾"。

Every single generation, we try to increase the performance tremendously.

每一代產品，我們都在努力大幅提高性能。

And when we introduce new generations and the performance is three, four times higher, we're essentially reducing the cost of computing and reducing costs of artificial intelligence by the same factor.

而當我們推出新一代產品，並將性能提高三到四倍時，我們實質上是在以相同的係數降低計算成本和人工智能成本。

And so each generation reduces energy consumption, increases performance, reduces cost.

是以，每一代產品都能降低能耗、提高性能、降低成本。

And so we're in a hurry to get to Blackwell.

所以我們急著去布萊克韋爾。

We're in full volume production of Blackwell and every company in the world is chomping at the bit for us to ship it to them.

我們正在全面批量生產布萊克韋爾，世界上每家公司都在爭先恐後地要求我們向他們發貨。

Hey, Scott.

嘿，斯科特

So you heard it all there.

你都聽到了吧。

A lot of details to sift through on policy.

政策方面有很多細節需要篩選。

He spoke about the need for a public-private cooperation when it comes to building out AI.

他談到，在建設人工智能方面，需要公私合作。

Didn't want to make commitments when it comes to the 2024 election, but said they would support whatever corporate tax policy was out there.

不想在 2024 年大選時做出承諾，但表示他們會支持任何企業稅收政策。

He spoke about the need for stability, especially when it comes to export controls, wanting to see stability with whatever administration comes next.

他談到了穩定的必要性，尤其是在出口管制方面，他希望下一屆政府能夠保持穩定。

So I'll let you guys sift through it, but a lot there from Jensen Huang.

所以我讓你們自己去看，但黃仁勳在裡面講了很多。