老黄自曝刚报废50亿美元显卡！亲自审查4.2万名员工薪酬，100%都加薪

Core Insights - Huang Renxun emphasizes the importance of AI as the greatest "technological equalizer," suggesting that in the future, everyone will be a programmer, artist, or writer [21][22][23] - The allocation of the scarce H100 chips is based on a simple principle: first come, first served, with a smooth process for partners to plan ahead [28][25] - Huang Renxun takes pride in personally reviewing employee compensation and claims to have created more billionaires among executives than any other CEO [6][8][45] Group 1 - Huang Renxun revealed that NVIDIA has scrapped $50 billion worth of graphics cards, indicating the high demand for chips from tech giants like Zuckerberg and Musk [4][26] - The company is fully embracing AI across all levels, with employees being liberated from mundane tasks to pursue greater creativity, ultimately leading to growth and job creation [20][18] - Huang Renxun believes that the future will require AI as a co-pilot for programmers, making traditional coding methods obsolete [24][21] Group 2 - The H100 chip's value remains high, with a residual value of 75-80% after one year, thanks to the open CUDA platform that enhances performance [33][34] - Huang Renxun agrees with Musk's insight that the future will require 50 million H100-level computing chips, marking the beginning of a multi-trillion-dollar infrastructure wave [35][37] - The emergence of efficient open-source models like DeepSeek from China is seen as a victory for the U.S. tech stack, reinforcing its global standard [40][41] Group 3 - Huang Renxun acknowledges the significant compensation for top AI researchers, asserting that it is reasonable given the value they create [8][44] - He confirms his deep involvement in employee compensation, using machine learning to assist in the process, and states that he always increases salary expenditures [5][47] - The trend of small, elite teams driving innovation is highlighted, with companies like OpenAI and DeepSeek operating with around 150 top talents [9][46]