Xhumana nabaholi abaphambili bamageyimu e-Los Angeles ku-GamesBeat Summit 2023 ngoMeyi 22-23. Bhalisa lapha.
U-Jensen Huang uzobe ethula inkulumo eyisihluthulelo kumcimbi we-Computex 2023 e-Taiwan ngempelasonto, kodwa usevele wakhuphuka kusukela ekuvuselelweni kwesidingo se-AI ngenxa yokuduma kwe-AI ekhiqizayo njenge-OpenAI’s ChatGPT.
U-Huang ubike amaholo ngoLwesithathu adlula lokho okulindelwe yi-Wall Street ngemali engenayo kanye nalokho okulindelwe engxenyeni yesibili yonyaka. Lokho kuphinde kwagqugquzela umhlangano obanzi wezobuchwepheshe ku-Wall Street.
Intengo yesitoko yenkampani ye-AI kanye ne-graphics chip ikhuphuke ngo-27% ezinsukwini ezimbalwa ezedlule isuka ku-$305 isheya yaya ku-$389.25 namuhla. Ngomkhawulo wemakethe wamabhiliyoni angama-963, ukulinganisa kukaNvidia kuvalwa ku- $ 1 trillion.
Ngenxa yamandla ama-chips esikhungo sedatha, uNvidia ubike imali engenayo eyizigidi eziyizinkulungwane ezingama-7.19 zamarandi engxenyeni yokuqala yezimali ephele ngo-Ephreli 30, yehle ngo-13% kusukela onyakeni odlule kodwa ngaphezu kwalokho obekulindelwe. Imali engenayo yesikhungo sedatha kwikota yokuqala yezimali ibingu-$4.28 billion oyirekhodi, ikhuphuke ngo-14% kusukela onyakeni odlule yaphinde yakhuphuka ngo-18% kunekota edlule.
Ngikhulume kafushane no-Huang ngemuva kwesimemezelo semali engenayo kuleli sonto futhi wangigcwalisa ngokuqiniseka kwakhe ekuhlinzekweni kwe-AI kanye nekhono likaNvidia lokuhlanganisa ukukhiqiza ukuhlangabezana nalesi sidingo. Kepha ubengacabangi ukuthi kukhona ukwanda okuza emnothweni obanzi engxenyeni yesibili. Futhi waphawula ukuthi amageyimu, ngenkathi ehle kusukela onyakeni odlule, abuyele ekukhuleni kwekota ukusuka kumakota angaphambilini.
Nakhu okulotshiweyo okuhleliwe kwengxoxo yethu.

GamesBeat: Kubukeka sengathi nina bafana ninombiko ojabulisayo namuhla.
UJensen Huang: Sihlale sinemibiko ejabulisayo! Yisikhathi esibalulekile. Ngizokhuluma into ejabulisayo.
I-GamesBeat: Ngizibuze ukuthi lolu shintsho luzosebenza kanjani njengoba sisuka ekunyatheleni igesi, sibe nokushoda ngesikhathi sodlame, sinyathela amabhuleki, futhi manje sesinyathela igesi futhi ngemuva kokwethulwa kwe-ChatGPT kanye nokukhula kwe-AI ekhiqizayo. Uzizwa kanjani ukuthi iphethini izoba yini yokuhlangabezana nalokhu okulindelwe okuphezulu manje?
U-Huang: Izindaba ezimnandi ukuthi besivele siyibeka phansi kuHopper. Sangena ekukhiqizeni ngo-Agasti wonyaka odlule. Isikhathi sethu sasilungile. I-Ampere, vele, isadingeka kakhulu, futhi isivele ivolumu. Ingxenye yokuqala uchungechunge lwethu lokunikezela lulukhulu kakhulu, futhi ukugeleza kwethu kochungechunge lokuhlinzeka sekuvele kuphezulu kakhulu. Phezu kwalokho, sisenesinyathelo esikhulu esidingeka kakhulu. Sithenge ukunikezwa okwengeziwe okwengeziwe engxenyeni yesibili yalo nyaka. Siphendule ngokushesha okukhulu futhi safaka ama-oda abaluleke kakhulu. Sithenge inqwaba yezinto ezingenayo.
GamesBeat: Ingabe ubona okuthile okufana nemvuselelo yezomnotho ehambisana nalokhu? Ingabe ingxenye yesibili yonyaka ibukeka iyinhle nangaleso sizathu? Noma ingabe lokhu kumane nje kuwumkhuba we-AI?
U-Huang: Ngicabanga ukuthi yinto ye-AI. Isizathu salokho kungenxa yokuthi sonke isikhungo sedatha sisephansi. Isikhungo sedatha, ikhompuyutha yebhizinisi, njengoba wazi, ithulisiwe. Kepha i-AI yokukhiqiza yenza ngendlela emangalisayo. Ngicabanga ukuthi igxile kakhulu ku-AI yokukhiqiza. Ngokokuqala ngqa, abantu bangabona ukuthi bazokwenza kanjani imali nge-generative AI. Wonke lawa ma-API angaxhunywa kuzo zonke lezi zinsizakalo nezinhlelo zokusebenza. Kulula kakhulu ukutshala imali uma ubona leyo mbuyiselo ekutshalweni kwezimali. Inombolo yokuqala leyo. Okwesibili, abantu bagcina bebonile, lapho yonke into ichofozwa ndawonye, lokho kusebenzisa ikhompyutha okusheshisiwe kubalondolozela imali futhi kubagcinele amandla.
GamesBeat: Kungani amamodeli ezilimi amakhulu ebiza kangaka ukuwaqeqesha?
U-Huang: Awu, abanjalo. Empeleni abanjalo.
GamesBeat: Umbono engiwuthole ku-ChatGPT ukuthi ibibiza kakhulu.
U-Huang: Ayibizi nhlobo leyo mali. Isizathu salokho si—kuya ngokuthi uqale kuphi. Uma ungunjiniyela wesoftware, ubukwazi ukubhala uhlelo lokusebenza ngokuthenga iMacbook. Manje, kungazelelwe, iqiniso lokuthi udinga i-supercomputer ukukusiza ukuthuthukisa imodeli libonakala liningi. Kodwa ake sikubheke ngombono. Uma wakha inkampani yama-chip futhi uqopha i-chip, i-tapeout ye-chip ilinganiselwa ku-$100 million, i-tapeout nje. Ingasaphathwa amathuluzi, okungenzeka amanye ama-dollar ayizigidi eziyi-100, futhi ingasaphathwa eyonjiniyela, zonke izinhlelo ozilethayo, izinto ezinjalo. Ukuze kwakhiwe enye yama-chips ethu, yizigidigidi ezimbalwa zamadola. Futhi siyinkampani eyodwa yama-chip. Kukhona inqwaba yezinkampani zama-chip. Uma beqopha i-chip ayikho ngaphansi kuka-$25 million. Ukubhala, ukuthuthukisa imodeli yolimi enkulu-ukukhipha i-chip kulezi zinsuku, lokho imboni yesofthiwe ekufundayo ukuthi ukwakha lawa mamodeli ezilimi ezinkulu kufana nokukhipha i-chip.

I-GamesBeat: Ingabe kuningi ukukhathazeka ngokuthi sisengabona ukushoda kohlobo oluthile ngenxa yalolu shintsho olusheshayo lwesidingo? Noma awukhathazekile kangako ngalokho?
U-Huang: Ngicabanga ukuthi ukushoda kwezinsizakalo kubi kakhulu okwamanje. Kodwa ngicabanga ukuthi izothuthuka kakhulu ezinyangeni ezimbalwa nje, njengoba wonke amasistimu eletha ngesikhathi sangempela. Lokhu kuzoba ngcono ngesikhathi sangempela.
GamesBeat: Imidlalo ibonakala ithambe. Ingabe lokho kungenxa yanoma yisiphi isizathu esithile?
U-Huang: Cha, bengicabanga ukuthi imidlalo ibiyinhle kakhulu. Sibona ukukhula okulandelanayo.
GamesBeat: Ngicabanga ukuthi isephansi kusukela onyakeni odlule, nokho.
U-Huang: Yebo, kodwa lokho kungenxa yazo zonke izinto zonyaka odlule. Iziqhathaniso zonyaka zinzima. Kodwa imiphumela yekota mihle. Ukulungiswa kwempahla yesiteshi manje sekusemva kwethu. Manje seqa i-Ada ngaphesheya. Ngijabule kakhulu ngalokho. Kukhona isicelo esisha sabadali edolobheni futhi. Ibizwa nge-generative AI. I-GeForce eyabadlali bamageyimu nabadali. Manje usune-AI yokukhiqiza ukukusiza ukuthi udale izinto. Yilokho umsindo. Abantu bakujabulele kakhulu lokho.
Ukholo lwe-GamesBeat lapho kuhlanganisa imboni yegeyimu “lapho uthando luhlangana khona nebhizinisi.” Kusho ukuthini lokhu? Sifuna ukukutshela ukuthi izindaba zibaluleke kanjani kuwena — hhayi nje njengomenzi wezinqumo esitudiyo segeyimu, kodwa futhi njengomlandeli wemidlalo. Kungakhathaliseki ukuthi ufunda izindatshana zethu, ulalela ama-podcasts ethu, noma ubukela amavidiyo ethu, i-GamesBeat izokusiza ufunde mayelana nomkhakha futhi ujabulele ukuhlanganyela nawo. Thola Okufingqiwe kwethu.