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黄仁勋链博会演讲实录来了,中文开场
华尔街见闻· 2025-07-16 04:47
Core Viewpoint - The speech by Huang Renxun at the Chain Expo emphasizes the transformative impact of artificial intelligence (AI) across various industries, highlighting the significant role of Chinese companies in the AI sector [1][7]. Group 1: NVIDIA's Role in AI Development - NVIDIA began as a small startup and has evolved to become a leader in AI computing, with its GPU technology laying the foundation for the AI era [6]. - The company has made significant advancements from the Kepler architecture to the latest Blackwell architecture, establishing itself as a driving force in the global AI ecosystem [6]. - Huang Renxun highlighted the delivery of the world's first AI supercomputer, DGX-1, to OpenAI in 2016, showcasing NVIDIA's early commitment to AI [6]. Group 2: AI's Impact on Industries - AI is fundamentally changing every industry, including scientific research and various platforms in China such as WeChat and Alipay, as well as advancements in autonomous driving and mobile technology [7]. - The current landscape features around 1 million developers in China engaged in AI innovation, with companies like DeepSeek, Alibaba, MiniMax, and Baidu contributing to global AI development [7]. - Open-source AI is seen as a catalyst for global progress, enabling various industries to participate in the AI revolution [7]. Group 3: Future of AI and Supply Chain - AI is now considered a critical infrastructure, akin to the importance of electricity and the internet before the AI revolution [8]. - In China, numerous digital twin research projects are underway to optimize factory design and operations, with many robots trained using NVIDIA's Omniverse [8]. - The next wave of AI capable of understanding the physical world and executing tasks is expected to emerge within the next decade, fundamentally altering factory operations and collaboration with humans [8].