英伟达黄仁勋：也许两三年内，世界上90%的知识可能会由AI生成

格隆汇2025-12-05

近日，英伟达CEO黄仁勋做客美国第一播客乔·罗根(Joe Rogan)，访谈全文要点如下：• 宏观经济与增长的底层逻辑：“如果我们没有能源增长，我们就无法有工业增长。如果我们没有工业增长，我们就无法有就业增长。就这么简单。”• AI生成内容的未来趋势：“在未来，也许两三年内，世界上90%的知识可能会由AI生成。”• AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需...

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龙腾虎乐
2025-12-05
龙腾虎乐
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AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需...</p>\n\n<a href=\"https://www.gelonghui.com/p/3331780\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/81e31-0567e094-4e04-423e-8d77-291c991fbd98.png?guru_height=200&guru_width=200&guru_size=80955","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","3NVD.UK":"LS 3X NVIDIA","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","NVDA":"英伟达","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","SNVD.UK":"LS -1X 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ACC"},"source_url":"https://www.gelonghui.com/p/3331780","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2589535899","content_text":"近日，英伟达CEO黄仁勋做客美国第一播客乔·罗根(Joe Rogan)，访谈全文要点如下：• 宏观经济与增长的底层逻辑：“如果我们没有能源增长，我们就无法有工业增长。如果我们没有工业增长，我们就无法有就业增长。就这么简单。”• AI生成内容的未来趋势：“在未来，也许两三年内，世界上90%的知识可能会由AI生成。”• AI能源成本的通缩效应(反直觉观点)：“在10年的时间里，大多数人使用人工智能所需的能量将是微不足道的，极其微不足道。……因为它不消耗那么多能量。”• 深度学习的无限潜力(TAM市场规模)：“深度学习可以解决任何问题，所有有趣的问题，只要我们有输入和输出。”• 专注与通过细分市场取胜的策略：“与其为每一个3D图形应用制造3D图形芯片，我们决定只为一种应用制造3D图形芯片。我们孤注一掷在视频游戏上。”• 在市场不理解时坚持投资(如CUDA)：“如果你相信那个未来而不去做，你会后悔一辈子。……如果它真的非常难做，那就值得做。”• 企业的危机意识与生存心态：“‘离倒闭只有30天’这句话我用了33年。……那种脆弱感、不确定感、不安全感。它不会离开你。”• 领导者的纠错能力与转型：“如果你把自己放在超能力的位置上，我们就很难转型策略，因为我们本该一直是对的。……如果你总是对的，你怎么可能转型？因为转型要求你是错的。”• 应对不确定性的方法论(第一性原理)：“时刻从第一性原理推导事情，总是将事情分解为第一性原理，理解为什么会发生，不断重新评估。”","news_type":1,"symbols_score_info":{"NVDS":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1.5,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDX":0.6,"NVDY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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