Name: 【中英字幕】年度最佳執行長 蘇姿豐專訪 | 中美地緣政治鬥爭 半導體產業美國化 | 目前是ai產業成長曲線的初期？還是高原期？ (【中英字幕】年度最佳執行長 蘇姿丰專訪 | 中美地緣政治鬥爭 半導體產業美國化 | 目前是AI產業成長曲線的初期？還是高原期？)
Uploaded: 2025-04-28T07:50:41.000Z
Duration: 14 min 56 s

動名詞

Lisa, thank you so much for being here tonight with your husband.

麗莎，非常感謝你今晚和你丈夫一起來這裡。

to 不定詞

We're honored to have you here as Time's 2024 CEO of the Year.

我們很榮幸邀請到您擔任《時代》雜誌 2024 年度 CEO。

未來簡單式

President Trump takes office in a few weeks.

Will the new administration be good or bad for the chip industry?

Why don't we go back to the Kate and Clark-like numbers?

我們為什麼不回到凱特和克拉克那樣的數字上呢？

First of all, Sam, Jess, thank you so much.

首先，山姆、傑西，非常感謝你們。

This is such an honor to be here and such an honor to be amongst this company.

我很榮幸能來到這裡，也很榮幸能與大家共聚一堂。

The truth is we all think about what might happen, but the most important thing for our business and probably most businesses is just having certainty on what's going to happen.

事實上，我們都在考慮可能發生的事情，但對我們的企業，也許對大多數企業來說，最重要的是確定將要發生的事情。

Since the election, I think all of us in business have been thinking about what the next four years projects.

自大選以來，我想我們所有商界人士都在思考未來四年會發生什麼。

I think we are optimistic about business.

我認為我們對業務持樂觀態度。

We're optimistic about the opportunities.

Obviously, in the semiconductor world, for us and chips, we're a little bit of a sensitive topic.

顯然，在半導體領域，對於我們和芯片來說，我們是一個有點敏感的話題。

But overall, I think certainty is a good thing.

但總的來說，我認為確定性是件好事。

You have in the past called AI the most transformational technology you've seen in your career.

您過去曾稱人工智能是您職業生涯中見過的最具變革性的技術。

I'm curious, for this crowd, what do most people get wrong about AI?

我很好奇，對於這群人來說，大多數人對人工智能的理解錯在哪裡？

How many people in the audience use AI every day?

聽眾中有多少人每天都在使用人工智能？

That's why I believe AI is the most important technology that I've certainly seen in my career.

這就是為什麼我認為人工智能是我職業生涯中見過的最重要的技術。

Back to what people may not quite understand is two things.

說回人們可能不太理解的兩件事。

One is we're at the very, very, very beginning of AI.

其一，我們正處於人工智能的非常、非常、非常初期。

Whatever you think you're doing today that seems amazing, it's going to be 10 times more amazing even 12 months from now because we're at the very early part of the learning curve.

無論你今天做了什麼看起來了不起的事情，12 個月後都會比現在了不起十倍，因為我們還處在學習曲線的早期階段。

Because we're learning, it's not always going to be right.

因為我們在學習，所以並不總是正確的。

The fact that AI is not right today doesn't mean that it's not the most important technology ever.

今天，人工智能並不正確，但這並不意味著它不是有史以來最重要的技術。

Sarah is sitting right here at our table.

The street always wants the answer today or tomorrow.

街上的人總是希望今天或明天就得到答案。

It might take a little bit longer than that.

This is a five to 10 year cycle that we're in, and we're at the very beginning of the cycle.

這是一個 5 到 10 年的週期，而我們正處於週期的初期。

I'd love to get into some of the geopolitical issues that you and your company sit across.

我很想了解一下你和你的公司所面臨的一些地緣政治問題。

Today, AMD's most advanced chips are made outside the United States.

如今，AMD 最先進的芯片都是在美國以外製造的。

I would maybe even take a step back and say five years ago, nobody thought about where chips were made.

我甚至可以退一步說，五年前，沒有人考慮過芯片是在哪裡生產的。

Nobody thought about where do you get your next chip.

沒有人想過從哪裡獲得下一個芯片。

That is what has really changed for our industry.

Chips are now at the backbone of everything.

Everything you do, whether it's something in your business or something in your home or something in your community, goes through probably thousands of chips a day.

你所做的每一件事，無論是你的企業、你的家庭還是你的社區，每天都可能要經過成千上萬的芯片。

I think the turning point was actually during the pandemic, when people couldn't get enough chips.

我認為轉捩點其實是在大流行病期間，當時人們無法獲得足夠的薯片。

If you remember, people were wondering, why were the cars constrained because you didn't have enough chips?

如果你還記得的話，人們會問，為什麼汽車會因為沒有足夠的芯片而受到限制？

Why couldn't you get your computers when you needed it?

為什麼在你需要的時候得不到電腦？

That's when it became important as to where you can actually manufacture chips.

這時候，在哪裡生產芯片就變得非常重要了。

Yes, from a political standpoint, geopolitical standpoint, it wasn't that important five or 10 years ago.

是的，從政治和地緣政治的角度來看，這在五年或十年前並不那麼重要。

It wasn't something the United States focused on.

Since then, it's become super important with the Chips Act and everything else.

從那時起，隨著《芯片法》和其他一切的出臺，它變得超級重要。

Actually, what that has done is it's put so much more investment into this area over the last few years.

事實上，在過去的幾年裡，這已經為這一領域帶來了更多的投資。

I think it will take us probably the next five plus years to rebuild manufacturing in the United States, but it's going.

我認為我們可能需要五年多的時間來重建美國的製造業，但我們正在努力。

It's actually going faster than some might have thought.

實際上，它的發展速度比某些人想象的要快。

To go back to my question, will you be able to make your most advanced chips in the United States?

回到我的問題，你們能在美國生產最先進的芯片嗎？

I would say in the next three to five years, you'll start seeing the most advanced chips.

我認為，在未來三到五年內，你將開始看到最先進的芯片。

In Arizona right now, Arizona is the center of some of the most advanced chips in the country.

目前，亞利桑那州是全國最先進芯片的中心。

We're getting our first chips off the line, and they're looking quite good.

我們的第一批芯片已經下線，看起來相當不錯。

You talked about being at the beginning of this cycle.

你說過自己處於這個週期的起點。

There are some reports that AI is actually plateauing.

有一些報道稱，人工智能實際上已經趨於平穩。

這對 AMD 來說不是個壞消息嗎？

Because, again, this is the view of whenever we see technology cycles, they're actually arcs.

因為，這也是我們每次看到技術週期時的觀點，它們實際上是弧線。

You get a new innovation, and it takes you so far, and then you need the next new innovation, and it takes you the next five plus years, and then you see the next.

你有了一項新的創新，它帶你走了這麼遠，然後你需要下一項新的創新，它又帶你走了五年多，然後你又看到了下一項創新。

I think we're just at the initial waves of AI.

我認為，我們只是處於人工智能的最初階段。

Today, what people want is larger and larger computers.

如今，人們需要的是越來越大的電腦。

Every six months, they talk about they rank, actually, the fastest supercomputers.

每隔六個月，他們就會談論一次最快超級計算機的排名。

We just had a couple of supercomputers that were just built.

我們剛剛建造了幾臺超級計算機。

The innovation that happens when you have all of this engineering talent come together, there are lots of new ideas, lots of new algorithms out there.

當所有的工程人才聚集在一起時，就會產生創新，就會有很多新想法、新算法出現。

Probably what I find most exciting about AI is that you can think about AI solving a broad set of issues.

我認為人工智能最令人興奮的地方可能在於，你可以考慮讓人工智能解決一系列廣泛的問題。

You think about chat GPT today, you can ask it questions.

今天，你可以考慮聊一聊 GPT，你可以向它提問。

We're talking about some of the things that you might do with time.

我們正在討論一些你可以利用時間做的事情。

You can see the ability to transfer lots of general information.

您可以看到傳輸大量一般資訊的功能。

There's also a really interesting part of AI that how you can go really deep and solve some of the world's hardest problems, like this idea that you can accelerate the rate and pace of medical discovery.

人工智能還有一個非常有趣的部分，那就是如何深入研究並解決一些世界上最棘手的問題，比如你可以加快醫學發現的速度和步伐。

I'm really interested in how AI and healthcare come together because healthcare is so personal to all of us.

我對人工智能與醫療保健的結合非常感興趣，因為醫療保健對我們每個人來說都是如此私人。

We all have family, friends that have been impacted by various diseases.

我們都有家人、朋友受到各種疾病的影響。

If we can accelerate drug discovery, if we can accelerate finding some of these, the next wave, I believe you can do that with the next set of AI.

如果我們能加速藥物發現，如果我們能加速找到其中的一些，下一波，我相信你可以通過下一套人工智能做到這一點。

I don't think we're anywhere near plateauing.

I think you might need to do it a different way.

We've always had this notion as engineers that when you reach a roadblock, you find your next set of ideas to go forward.

作為工程師，我們一直有這樣的觀念：當你遇到障礙時，你就會找到下一套想法，繼續前進。

Speaking of doing it a different way, AI requires a massive amount of energy.

說到另闢蹊徑，人工智能需要大量能源。

它是否使我們的氣候變得更糟？

I think we are all in this place where power is one of the key things that we think about.

我認為，我們都處在這樣一個地方，權力是我們思考的關鍵問題之一。

How do we get enough energy for what we want to do?

我們如何獲得足夠的能量來做我們想做的事情？

You do need a lot of energy to run these massively powerful systems.

運行這些功能強大的系統確實需要大量能源。

I think AI can also help us conserve energy in the sense that it'll help us solve problems in a different way so that you won't have to necessarily take as long.

我認為人工智能還能幫助我們節約能源，因為它能幫助我們以不同的方式解決問題，這樣你就不一定需要花那麼長時間。

One of the most interesting parts of AI is it should be able to help us get to the answer.

人工智能最有趣的地方之一是，它應該能夠幫助我們找到答案。

Some problems that might have taken months or even years to simulate, like if you think about some of the latest drug discoveries and how long things take, you can imagine a time when that might be done in days or weeks.

有些問題可能需要數月甚至數年的時間才能模擬出來，比如你想想一些最新的藥物發現和所需的時間，你就能想象到在幾天或幾周內就能完成的時候。

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