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黄仁勋 NVIDIA · CEO
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黄仁勋称 1 吉瓦 AI 工厂建设成本约 500 亿美元、年收入约 400 亿美元,推迟三个月将损失 100 亿美元,促使运营商加快投入。

黄仁勋表示,建设一座 1 吉瓦的 AI 工厂,运营商大约需要花费 500 亿美元。他估计这样的设施每年可产生约 400 亿美元收入,而将 AI 工厂推迟上线仅三个月就会损失 100 亿美元的潜在销售额。
原文 (en) Huang said that a 1-gigawatt AI factory would cost operators about $50 billion to set up. Meanwhile, he estimates that such a facility would generate roughly $40 billion in annual revenue, and that delaying bringing the AI factory online by just three months would result in the loss of $10 billion in potential sales.

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黄仁勋 近期的其他言论

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黄仁勋称,AI 计算所需的能源可能是目前可用能源的约 1,000 倍。

AI 计算所需的能源量很可能是我们目前所拥有能源的 1,000 倍。
原文 (en) The amount of energy that we need for [AI] computing is likely probably 1,000 times more than we currently have
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黄仁勋称,英伟达每吉瓦对应的收入从 Hopper 的约 180 亿美元升至 Grace Blackwell 的 250 亿美元和 Vera Rubin 的 400 亿美元,且每代生产力成倍提升。

就 Hopper 而言,每吉瓦约为 180 亿美元;Grace Blackwell 每吉瓦约为 250 亿美元;Vera Rubin 每吉瓦约为 400 亿美元。而且每一代的生产力都有数倍的提升。
原文 (en) In the case of Hopper, we were at about $18 billion per gigawatt. For Grace Blackwell, we're about $25 billion per gigawatt. And for Vera Rubin, it's about $40 billion per gigawatt. And the productivity is X factors increase in each generation.
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黄仁勋表示,客户都在竭力尽快升级到下一代英伟达系统。

因此客户希望尽可能快地抢先升级到下一代产品。
原文 (en) And so customers want to race to the next generation as fast as they can.
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黄仁勋表示 AI 智能体正在改变每家公司的工作方式,能力与安全必须同步发展。

“AI 智能体正在改变每家公司的工作方式,能力与安全必须同步推进。”
原文 (en) “AI agents are transforming how every company works, and capability and security must advance together,” said Jensen Huang, founder and CEO of NVIDIA.
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黄仁勋称新工业革命刚刚开始,欧洲要想融入繁荣的AI经济,就应当生产AI而不只是消费AI。

我们正处于新工业革命的开端。我们开启了建设一个新产业的新旅程。欧洲将会拥有一个繁荣的AI经济,要成为这个AI经济的一部分,你不能只是消费AI,而要生产AI。
原文 (en) We are now at the beginnings of a new industrial revolution. We started [music] the new journey to building a new industry. We're going to have [music] a thriving AI economy here in Europe to be part of this AI economy. You don't want to just be consuming the AI. You want to be producing the AI.