**AI未来图景：黄仁勋访谈双语解析** **The AI Future: A Dual-Language Insight from Huang Renxun's Interview** --- **1. 从芯片到系统：英伟达的转型之路** **1. From Chips to Systems: NVIDIA's Evolutionary Path** 黄仁勋认为，AI产业的爆发需要从单一芯片转向通用平台。尽管谷歌、OpenAI等企业自研专用芯片，但英伟达坚持“极致协同设计”，通过CUDA生态和系统级编排工具Dynamo，构建可插拔的AI工厂平台。这种开放策略让CPX芯片、NV Fusion等技术成为应对自研潮的底气，证明通用平台在快速变化的AI生态中更具韧性。 Huang Renxun argues that the AI industry's explosion requires a shift from single-chip solutions to universal platforms. While companies like Google and OpenAI develop specialized chips, NVIDIA focuses on "extreme synergistic design," building a plug-and-play AI factory platform through CUDA ecosystems and system-level orchestration tools like Dynamo. This open strategy, exemplified by CPX chips and NV Fusion, proves that general-purpose platforms are more resilient in rapidly evolving AI ecosystems. --- **2. 主权AI：数据时代的国家基建** **2. Sovereign AI: National Infrastructure in the Data Era** 黄仁勋强调，各国需建立自主可控的AI系统，以承载语言、文化、法律等深层表达。他建议企业保留自有团队和算力工厂，将AI视为像交通、通信、电网一样的国家基础设施。这种“主权AI”模式将确保AI系统在决策中不被单一API主导，成为国家竞争力的核心。 Huang Renxun stresses that countries must establish self-controlled AI systems to carry language, culture, and legal expressions. He suggests enterprises retain their own teams and data centers, treating AI as national infrastructure akin to transportation, communication, and power grids. This "sovereign AI" model ensures AI systems don't dominate decisions through a single API, becoming a core component of national competitiveness. --- **3. 人才政策：美国梦的硬核竞争力** **3. Talent Policy: The Hard Core of the American Dream** 黄仁勋以自身经历为例，指出美国需通过更公平的STEM签证政策吸引全球人才。他建议直接向STEM毕业生发放绿卡，避免人才被文书和配额限制。这种政策将确保美国持续作为全球最优秀人才的聚集地，支撑其在AI时代的领先地位。 Huang Renxun cites his own journey as an example, highlighting the need for more equitable STEM visa policies to attract global talent. He advocates directly granting green cards to STEM graduates, preventing talent from being trapped by paperwork and quotas. This policy ensures the U.S. remains the world's premier talent hub, sustaining its leadership in the AI era. --- **4. 工作变革：AI创造新岗位而非取代** **4. Work Transformation: AI Creates New Jobs, Not Just Replaces** 黄仁勋指出，AI虽会取代重复性工作，但会释放更多探索性岗位。他观察到，英伟达团队在AI提升效率后并未裁员，反而承接更多项目，工程师数量随之增长。这种“人机协同”模式证明，AI是扩大人类能力的工具，而非简单替代者。 Huang Renxun notes that while AI replaces repetitive tasks, it creates more exploratory roles. He observes that NVIDIA teams expand projects and engineer numbers after AI boosts efficiency, proving AI as a tool to expand human capabilities rather than a simple replacement. --- **5. 2030年的AI：数字分身与智能体** **5. AI in 2030: Digital Avatars and Intelligent Bodies** 黄仁勋描绘了AI未来的愿景：每个人将拥有“自己的AI”作为数字分身，协助决策、管理生活。AI还将具象化为机器人，识别表情、听懂语气，成为生活中的智能助手。这种“AI身体”概念标志着AI从云端向实体世界的延伸。 Huang Renxun envisions a future where each person has a "personal AI" as a digital avatar, assisting decisions and managing life. AI will also materialize as robots, recognizing expressions and understanding tone, becoming intelligent assistants in daily life. This "AI body" concept marks AI's extension from the cloud to the physical world. --- **6. 先上车，再找方向：AI发展的黄金窗口** **6. Get On the Bus First: The Golden Window of AI Development** 黄仁勋呼吁行业参与者“别等，先上车”。在指数级增长的AI浪潮中，早期投入者将率先打开发展空间。这种策略贯穿英伟达的转型路径——从芯片销售到系统平台，再到AI经济的“建设银行”，证明主动参与是把握未来的关键。 Huang Renxun urges industry participants to "don't wait, get on the bus first." In the exponential growth of AI, early adopters will open development spaces. This strategy underpins NVIDIA's evolution from chip sales to system platforms, then to the "construction bank" of AI economics, proving active participation is key to future success. --- **参考资料：** **References:** https://www.valimart.net/ https://www.valimart.net/