Nvidia’s Stunning Ascent Has Also Made It a Giant Target
Nvidia’sStunningAscentHasAlsoMadeItaGiantTarget wsj.com/tech/ai/nvidia-ceo-jensen-huang-vision-company-f05db212 AsaFitchFebruary26,2024 JensenHuangofNvidiaspeakingataTaiwanexpolastyear.WalidBerrazeg/ZumaPress 英_达ÿNvidiaĀ的黄ā勋ÿJensenHuangĀ去在Ā 湾博ÉbP发表讲话2瓦利德·贝拉泽格/祖马ûx社 Feb.26,20246:06pmET 20242o26日美ÿ^部时间QX6：06ExploreAudioCenter探索音频中心 JensenHuanglikestosayhedoesn9thavealong-termplan.Hedoesn9twearawatch,hesays,because<nowisthemostimportanttime.= 黄ā勋喜l说他没p长期计划2他说，他Ot手表，因 <现在是ĀÞ要的时刻=2 Forthe NvidiaNVDA0.35%increase;greenuppointingtriangle 色向P指增向àO;Ú形 对于NvidiaNVDA0.35%CEO,nowisamomentofenormoustriumph—andmorethanalittleperil. CEO，现在是一个巨大的胜利时刻，aO仅仅是一点点t险2 AfteranAI-drivenbusinessbonanzathathassentNvidia9svaluationtothe$2trillionstratosphere,Huangisthekingofthetechuniverse.Hehasmanagedtoadapthiscompany9ssemiconductordesignsfromcomputergraphicstotrainingartificial-intelligencesystems,makinghischipsessentialfortechcompaniesfrom Microsoftto Tesla .IntheprocessHuanghasearnedafortuneestimatedatmorethan$68billion. 在人工智能驱ú的商业富矿将英_达的p值推高ó2万ÿ美元的流层O^，黄ā勋是科技界的王者2他pß地将 ]û的半ü体设计Ð计算机Ā形学调整到¯练人工智能系统，使他的芯w对Ð Microsoft 到 特ï拉 的科技]ûósÞ要2在à个过程中，黄ā勋ß×了p计超过680ÿ美元的财富2 IthasbeenastunningascentfortheTaiwanese-bornimmigrantwhofamouslymappedoutplansforhiscompanyataDenny9srestaurantmorethan30yearsago.Henowhobnobswithworldleaders,holdscourtwithfellowbillionaireswhoarehookedonhischipsandholdsforthforhoursonhisAIviewsatNvidia9sannualconference,wearinghissignatureblackjacket,blackjeansandblacksneakers. 对于à位û生于Ā湾的移民来说，à是一k惊人的PW， 30多前，他在|的一家餐×他的]ûv定了著]的计划2他现在P世界各ÿ领ü人打交道，P那ß迷P他的芯w的ÿ万富翁们打官û，并在英_达的bP_持几个小时，穿着他标ß性的黑色y克1黑色牛仔裤和黑色ßú鞋2 IthasalsomadeNvidiaagianttargetforahostofcompaniesthatwanttodiminishitsdominance—includingbothrivalsandsomeofthecustomersthatareforkingoverbillionsofdollarsayearforthemust-havechips.àa使英_达p许多希望削弱其ü地位的]û的巨大 目标，包括竞争对手和一ß每ß备芯w支付数十ÿ美 元的û户2 IntelandAdvancedMicroDeviceshaveacceleratedtheirAIchipofferings. Amazon.com ,GoogleandMicrosoft—hugebuyersofNvidia9sAI-trainingchips—allhaveoraredevelopingtheirownin-housedesigns.OnWednesday,thesamedayNvidiaunveileditslatestblockbusterquarterlyresults,MicrosoftandIntelannouncedadealforthesoftwaregianttobuildcustomchipsusingIntel9smanufacturingoperation. 英特尔和AdvancedMicroDevicesþ经à了他们的AI芯w产Õ2 Amazon.com 1谷歌和Microsoft——英_达人工智能¯练芯w的大买家 ——都þ经或k在开发自ý的内部设计2周O，就在英_达]_其ĀðÞ磅季度业绩的\一天，Microsoft和英特尔ü_了一项`°，¬à家ðþ巨头使用英特尔的v 业á来v 定v芯w2 AprocessorsignedbyHuangattheTaiwanexpolastyear.Photo:ANNWANG/REUTERS 黄ā勋去在Ā湾世博bP签]的处理器2相w：ANN WANG/路透社 Nvidia9sGraceHoppersuperchip,shownduringHuang9sspeechattheTaiwanexpo.Photo:WalidBerrazeg/Sipa/Reuters 英_达的GraceHopper超ÿ芯w，在黄ā勋在Ā湾世博 b的演讲中展示2相w：瓦利德·贝拉泽格/西帕/路透社 AsmuchasHuangtalksabouttheimportanceofthepresent,he9salsoanxiousaboutsecuringthecompany9sfuture.HeisdevelopingusesforNvidiachipsinotherindustries,investinginstartupsbuildingtheirbusinessesaroundhistechnology,andpitchingittogovernmentsworldwidetobuildtheirownAIinfrastructure. ]管黄ā勋谈到了现在的Þ要性，但他a确保]û的未 来而焦虑2他k在开发英_达芯w在其他行业的用途，投资围绕他的技术建立业á的初[]û，并将其推销给世界各ÿ府，以建立自ý的人工智能基础设施2 Afanof<OnlyTheParanoidSurvive,=abookbylegendaryIntelCEOAndyGroveaboutconvertingnear-failureintolastingsuccess,the61-year-oldHuangencouragesastartup-likeculturewherehis30,000employeesactasthoughthey9reamonthawayfromgoingoutofbusiness.Hehassaidhesearchesforhardproblems,solvesthem,thentriestoforgethowdifficultitallwas. 作:只p偏执狂o能生`;的粉_，英特尔`奇首执 行官安迪·格罗夫ÿAndyGroveĀ写了一本s于将à乎失败转化持久pß的书，现61岁的黄ā勋鼓励一种类似[业30的,0文00化]，员他工的表现得好像他们ßp一 个o就要倒ý了2他þ说过，他û找困难的þ题，解决它们，然^试Āà记à一W是多么困难2 <Itmustbethefeelingthatmarathonersgothrough,=hetoldanaudienceofIndiantechnologygraduatesinSantaClarainSeptember.<Iusedtousethisphrase—Iuseitlessnow—buttheentertainmentvalueofpainandsufferingcan9tbeunderstated.= <à一定是马拉松ßú员所经Ø的感Ê，=他9o在圣克拉拉对s度技术_业Ā业生的听_说2<qþ经用过à÷话 ——现在用得更少了——但痛苦和苦难的娱乐ÿ值O容小Ù2 ThatNvidiahasstayedaheadintheAIracehassurprisedmanyofHuang9scompetitorsanddetractors.Nvidia9srevenueinthelatestquarterwasmorethan3.5timesthelevelayearearlier.Profitrosenearlyninefold.Itsstockisupsixfoldin16months.Expectationsarehigh. 英_达在人工智能竞中保持领先地位，à¬黄ā勋的许 多竞争对手和批评者感到惊讶2英_达Āà一个季度的收入是去\期的3.5倍以P2利润增长了à_倍2它的股ÿ在16个o内Pí了~倍2期望很高2 AGrandSlambreakfast大满贯早餐 HuanghasbeenNvidia9schiefexecutivesincestartingitmorethanthreedecadesago,atenurealmostunheardofinfast-movingSiliconValley.Heandhisco-founders,fellowengineersChrisMalachowskyandCurtisPriem,formulatedtheirplanataDenny9sinSanJose.The boothwheretheytalkedgotaplaquelastSeptember—nowoutdated—afterNvidiahita$1trillionvaluation. 自O十多前[立英_达以来，黄ā勋一直担任英_达的 首执行官，à一任期在快发展的硅谷几乎闻所未闻2他和他的联合[始人1工程师克Ýï·马拉霍夫ï基ÿChrisMalachowskyĀ和柯蒂ï·nÝ姆ÿCurtisPriemĀ在圣何塞的一家|ÿDenny'sĀv定了他们的计划2去9o，在英_达ÿNvidiaĀp值达到1万ÿ美元O^，他们交谈的展位获得了一块牌匾，现在þ经过时了2 Nvidia9sfoundationalideawastotargetso-calledacceleratedcomputing.Thechipsattheheartofeverycomputer—centralprocessingunits,orCPUs—aredigitaljacks-of-all-trades,capableofdoingavarietyofcalculationsreasonablywell.Acceleratedcomputingwasthenotionthatspecialistchipscoulddobetteratsometasks.Nvidiafocusedonimprovingcomputergraphics.英_达的基本理念是瞄准所谓的à计算2每
