The AI Factory: Infrastructure for Intelligence | Jensen Huang, CEO, NVIDIA

章节 1：开场与计算领域的重塑 (Opening & Reinventing Computing)

📝 本节摘要：

本节作为访谈的开篇，思科（Cisco）首席执行官 Chuck Robbins 首先对黄仁勋（Jensen Huang）在繁忙的亚洲行之后仍莅临现场表示感谢。随后，黄仁勋提出了核心观点：计算机行业正在经历 60 年来的首次彻底重塑。他定义了“AI工厂”的概念，并阐述了计算模式正从“显式编程”（人工编写指令）向“隐式编程”（用户表达意图，由计算机推导解决方案）的根本性转变，这一变革将重构包括处理、网络、存储和安全在内的整个计算堆栈。

[原文] [Chuck Robbins]: so uh first of all thanks everybody for being here for an incredibly long day We started this thing early this morning and uh we had speaker after speaker after speaker after speaker and then we had about a two and a half hour break and they came back to see you So uh I've been up since 1:00

[译文] [Chuck Robbins]: 那个，首先，感谢大家在这个漫长的一天里光临现场。我们今天一大早就开始了，演讲嘉宾一个接一个地上台，之后我们休息了大约两个半小时，大家又回来见你了。所以我从凌晨 1 点就醒了。

[原文] [Chuck Robbins]: So this guy this guy is on the tail end of a two-eek trip in four or five different cities in Asia Uh one day ago was in Taiwan Last night I was in Houston Here I am But he's been gone two weeks and we're standing between him and his his personal bed versus a hotel So we're gonna we're gonna have fun and then we're gonna we're gonna get him out of here

[译文] [Chuck Robbins]: 这位老兄刚结束了为期两周的亚洲之行，跑了四五个不同的城市，正处于行程的尾声。一天前他还在台湾，昨晚我在休斯顿，现在我也到了。但他已经出差两周了，我们现在是他和他自家的床（而不是酒店）之间的最后一道关卡。所以我们会玩得很开心，然后我们会让他赶紧回去休息。

[原文] [Chuck Robbins]: So uh but uh you don't you don't need much of an introduction but thank you for being here man We really appreciate it Thanks for our partnership and really proud of you guys So let let's let's start with uh let's start with that We we have had a partnership and you you introduced this whole concept of AI factories and we're working on this together

[译文] [Chuck Robbins]: 不过，你其实不需要太多介绍，但还是谢谢你能来，伙计。我们真的很感激。感谢我们的合作伙伴关系，也真的为你们感到骄傲。那么让我们从这里开始吧，我们建立了合作关系，你提出了“AI工厂（AI factories）”的完整概念，我们正为此共同努力。

[原文] [Chuck Robbins]: It's probably not going as fast as either one of us would like in the in the enterprise space but can we start by talking about what what do you what is an AI factory to you is that

[译文] [Chuck Robbins]: 在企业级领域，进展可能没有我们两人希望的那么快，但能不能先谈谈，对你来说什么是“AI工厂”？

[原文] [Jensen Huang]: so first of all remember we're reinventing computing for the first time in 60 years what used to be explicit programming right we wrote the programs and the variables that's passed through APIs and are very explicit to implicit programming you now tell the computer what your intent is and it goes off and and it figures out um how to solve your problem

[译文] [Jensen Huang]: 首先，请记住，我们正在重塑计算领域，这是 60 年来的第一次。过去是显式编程（explicit programming），对吧？我们编写程序，通过 API 传递变量，一切都非常明确；现在转变为隐式编程（implicit programming），你只需告诉计算机你的意图（intent），它就会去弄清楚如何解决你的问题。

[原文] [Jensen Huang]: So from explicit to implicit uh from general purpose computing basically calculation to artificial intelligence the entire computing stack has been reinvented

[译文] [Jensen Huang]: 所以，从显式到隐式，从通用计算（基本上就是计算）到人工智能，整个计算堆栈（computing stack）已经被重塑了。

[原文] [Jensen Huang]: Now people talk about computing u where the processing layer is which is where we are but remember what computing is there's computing there's the processing but there's storage networking and security all that is being reinvented as we speak and so the first part the first part is we need to develop AI

[译文] [Jensen Huang]: 现在人们谈论计算时，通常指处理层，也就是我们所在的领域。但请记住计算的构成：除了计算和处理，还有存储、网络和安全，所有这些就在我们要说话的当下正在被重塑。所以第一部分，当务之急是我们需要开发 AI。