黄仁勋称Vera Rubin已量产出货，领先中国数年，并优先供应美国实验室和产业。

我们正处于所谓的Vera Rubin这一代。Vera Rubin已在量产出货。我们在这项技术上领先中国数年，并且已向Dario、Sam以及美国实验室和产业提供，这正是我们在做的，我们也很乐意这么做。

原文 (en)

We are in the generation of what we call Vera Rubin. Vera Rubin is shipping in volume production. We are several years ahead of China with this technology, and it has been made available to Dario and Sam and the American labs and American industries, and that is exactly what we are doing, and we are delighted to do that.

黄仁勋把AI比作五层蛋糕，涵盖能源、芯片、模型、数据与应用，认为美国需要每一层都获胜。

AI是一块五层蛋糕，不只是模型。AI产业涵盖能源、芯片、模型层，往上是数据和应用层。我们需要美国每一层、每一个人都获胜。

原文 (en)

AI is a five-layer cake. It is not just that model. The AI industry is represented by the energy sector, the chips sector, the model layer where they are, you could argue that there are six layers or five, but above that is basically the data and the application layer. And we need every single one of these layers, everybody in America, to win.

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

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.

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.