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NVIDIA

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本站收录 71 集 · 17 条金句 · 关联 10 个

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17 条

NVIDIA 成为世界上最具影响力的技术公司。
NVIDIA being the most consequential technology company in the world.
—— Jensen Huang · [00:10]

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NVIDIA 真诚地是一个只在美国才能发生的故事。
NVIDIA genuinely is a only in America story.
—— Jensen Huang · [38:06]

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而开源权重、开源的美国模型将出现并建立一个真正好的、稳健的业务，主要由 NVIDIA 及其 Nemotron 系列的模型引领。
The open-weight, open-source American models will emerge and build a really good, robust business, mostly led by NVIDIA and their Nemotron class of models.
—— Chamath · [38:56]

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NVIDIA 最大的竞争对手，不是 AMD,不是 Broadcom,肯定不是 Marvell,也不是 Intel,而是 Google。
So NVIDIA’s biggest competitor, it’s not AMD, it’s not Broadcom, it’s certainly not Marvell, it’s not Intel, it’s Google.
—— David George · [08:15]

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像 NVIDIA 这样的公司,他们可能愿意花十亿美元拥有一个前沿开源模型。
NVIDIA, they’re probably willing to pay a billion dollars to have a frontier open source model.
—— Brendan Foody · [13:14]

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所以 NVIDIA 比除美国之外的所有 G7 国家都大。哇。
So NVIDIA is larger than all of the G7 countries except the U.S. Wow.
—— Jen Kha · [11:17]

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我们向 SaaS 提供商交租，他们向云提供商交租，云提供商向国王交租，而这些国王如今大概就是 NVIDIA。
We pay rent to the SaaS providers, who pay rent to the cloud providers, who pay rent to the kings, who are probably NVIDIA these days.
—— Benjamin Guo · [03:38]

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而仅仅加上一些 harness——这种不配称为研究的东西，只是一些包装和脚手架——我们就能达到 95%，NVIDIA 的 ABO 更是达到了 100%。
And just with some harness, this thing that doesn’t deserve any research, just some wrapper and some scaffolding, we can get to 95% and ABO from NVIDIA got to 100%.
—— 嘉宾 · [03:56]

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我们的看法是，如果你要去挑战歌利亚，如果市场里站着一个巨人——那时的 NVIDIA 已经是了——那么好一点或者便宜一点不是一个可行的策略。
And our view is that if you’re going to attack Goliath, if there’s a giant standing in the market, like NVIDIA was even at that time, that being a little bit better or a little bit cheaper is not an available strategy.
—— Andrew Feldman · [04:30]

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我认为大多数人对 NVIDIA 之所以伟大的理解是错的。
I think most people are wrong about what makes NVIDIA great.
—— Andrew Feldman · [55:27]

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NVIDIA 的芯片之所以受欢迎，并不是因为 AI 受欢迎。
NVIDIA’s chips are not popular because AI is popular.
—— Ezra Klein · [01:03]

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现代形态的 AI 之所以成为可能，恰恰是因为 NVIDIA 的芯片受欢迎。
AI in its modern form was made possible because NVIDIA’s chips were popular.
—— Ezra Klein · [01:07]

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比如说,NVIDIA 在训练 Cosmos 机器人时,他们丢弃了大约 96% 的视频。
So for example, NVIDIA, when they train in the Cosmos robot, they’re throwing out about 96% of the video.
—— Rafael Levi · [08:00]

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NVIDIA 真正遥遥领先的原因,是因为他们的周期时间更短。
the reason NVIDIA is really like so far ahead is because their cycle times are shorter.
—— Jamie Siminoff · [10:06]

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今天有个有点像笑话的说法：那些第一方自研努力，它们的主要目的是压低人们付给 NVIDIA 的价格。
There’s a bit of a joke today that the sort of first party efforts, their primary purpose is to reduce the price that people pay NVIDIA.
—— Walter Goodwin · [32:12]

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所以这已经成为让你能够在 NVIDIA 硬件上以每秒约 1,000 个 token 运行相当大的模型的关键技术之一，而不必去用像 LPU 或 Cerebras 这样的新型加速器。
So this has emerged as one of the key techniques to allow you to operate, say, 1,000 tokens per second on NVIDIA hardware for actually fairly large models without having to go to a novel accelerator like an LPU or Cerebris.
—— Charles Frye · [53:06]

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所以我想说,NVIDIA GPU 在 transformer 模型的实际解码前向传递中,平均只获得 30% 到 40% 的内存带宽利用率。
So while NVIDIA GPUs, I would say, on average are getting between 30 and 40 percent memory bandwidth utilization in the actual decode forward pass of a transformer model
—— Thomas Somers · [34:12]

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