黄仁勋称编码员人数会急剧增长，每个人都应该尝试使用AI

第一财经03-24

英伟达GTC大会结束后，英伟达CEO黄仁勋参与了一个播客访谈，详解英伟达正在做的协同设计工作，并谈及数据可以通过合成来推动AI智能继续演进。此外，在设置了前提的情况下，他认为AGI（通用人工智能）已经到来。他还呼吁人们通过使用AI来提升自己。　　英伟达最新发布的产品不仅涵盖GPU，还包括CPU、LPU、网络产品等，这与英伟达在做的协同设计有关。黄仁勋在播客中表示，极限协同设计之所以必要，是因为计算...

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AI","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"NVD":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDW":0.6,"NVDX":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVDA":1.98,"NVDB":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDS":0.6,"DIPS":0.6,"ANV":0.6,"NVDD":0.6,"NVD2.UK":0.6},"content_text":"英伟达GTC大会结束后，英伟达CEO黄仁勋参与了一个播客访谈，详解英伟达正在做的协同设计工作，并谈及数据可以通过合成来推动AI智能继续演进。此外，在设置了前提的情况下，他认为AGI（通用人工智能）已经到来。他还呼吁人们通过使用AI来提升自己。　　英伟达最新发布的产品不仅涵盖GPU，还包括CPU、LPU、网络产品等，这与英伟达在做的协同设计有关。黄仁勋在播客中表示，极限协同设计之所以必要，是因为计算不再适合放在一台计算机内由单个GPU加速，“你希望计算加速的速度，比增加的计算机数量更多。所以你增加了1万台计算机，但希望它快一百万倍。”而在大规模分布式计算中，需要考虑CPU、GPU、网络、数据交换的问题，是一个极其复杂的计算机科学问题。　　“对我们来说，计算单元曾经是一个GPU，然后变成一台计算机，再变成一个集群，现在它是一个完整的AI工厂。”黄仁勋表示，当他构思英伟达建造的东西时，过去脑海中想象的是芯片，现在的思维模型则是“巨大的吉瓦级的东西”，能连接到电网，有冷却系统和巨大的网络。　　黄仁勋谈到AI扩展曾遇到的阻碍时表示，在数据越多、更智能的预训练扩展定律下，人们一度认为高质量数据的量将限制智能水平。“Ilya Sutskever（前OpenAI联合创始人）曾说‘我们没有数据了’‘预训练结束了’或类似的话，整个行业都恐慌了，认为这是AI的终结，但这显然不是真的。我们将继续扩展用于训练的数据量。其中很多数据可能是合成的。”黄仁勋说。　　他表示，人们没有意识到，此前用来训练、相互教学的大部分数据也都是合成的，是经过了消化、加工的，并非来自自然。现在已经达到AI能获取基础事实、合成生成大量数据的水平，用来训练模型的数据量将继续扩展，训练将不再受数据限制，后训练将继续扩展。而能使用的由人类生成的数据量将越来越小。　　黄仁勋也谈到AI推理，强调AI推理并不容易。他表示，人们以往认为推理很容易，而预训练很难，推理芯片将是小小的芯片而非英伟达的芯片，未来推理将是最大的市场，每个人都可以制造自己的芯片，“这对我来说一直是不合逻辑的。预训练只是记忆和泛化，寻找关系中的模式，而推理就是思考。我认为思考很难，思考比阅读难多了。”　　他谈到AI工厂生产的token（词元）时表示，他看到这个工厂生产的商品如此有趣且对不同受众而言有价值，以至于token开始分层，包括免费token、高级token和中间层的几种token。对于有极高智能的产品，人们愿意为token付费，将会有人愿意为每百万token支付1000美元。　　他还谈到英伟达的增长，称英伟达继续增长是极有可能的，在他的脑海中增长是必然的。至于英伟达是否可能在不久的将来成为一家年收入3万亿美元的公司，答案是肯定的。因为他没有看到任何迹象表明不可能。英伟达的供应链负担由 200 家公司共同承担，在合作伙伴的支持下进行扩展，问题在于英伟达是否有足够的能量来推动这件事，而他对此有信心。　　黄仁勋也谈到AGI和AI对人们工作的影响。在“AI能运营一家价值10亿美元的科技公司”就意味着达到AGI的定义下，黄仁勋认为，现在已经实现了AGI。他举例，如果Claude创建一个有趣的小应用并带来几十亿用户，每个人付费50美分，就有可能达到这个结果。　　对普通人而言，他则建议每个人都去学习使用AI。他表示，未来每个木匠都将是一个编码员，同时也是建筑师，AI将使他们能为客户带来更多价值。未来每个会计师同时也会是财务分析师和财务顾问，各种职业都将得到升华。而对于编码员而言，人数将会增长，可能会从3000万人增加到10亿人。英伟达的软件工程师数量也会增长，他不在乎软件工程师们写了多少行代码，在乎的是能解决的问题。　　“建议老师鼓励学生去使用 AI，每个大学生毕业时都应该成为AI专家。不论是木匠还是电工，每个人都去使用AI，去看看它能如何改变你目前的工作，如何帮你提升自己。”黄仁勋表示。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, 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