黃仁勳:台灣是AI起點! 首次揭露新產品 下一代AI平台:Rubin【財經懶人包】|非凡財經新聞|20240603
By USTV 非凡電視
Summary
## Key takeaways - **Taiwan: The birthplace of Nvidia's AI endeavors**: Taiwan is where everything Nvidia does begins, serving as the home of its treasured partners and the origin point for its global AI initiatives. [00:42] - **Nvidia's 'Nims' software: AI for every PC**: Nvidia's new software, called Nims (Nvidia Inference Microservices), functions as a pre-trained AI model that can be downloaded and interacted with, similar to ChatGPT, provided a computer has Cuda installed. [02:35], [03:11] - **Digital humans: The next frontier in AI interaction**: Interacting with AI through humanlike forms, known as digital humans, is enabled by foundation AI models for speech and LLMs, combined with generative AI for animation and realistic appearances. [03:38], [04:08] - **RTX GPUs: Building the AI install base**: Nvidia has been shipping AI GPUs with Tensor Core processing for some time, establishing an install base of 100 million GeForce RTX AI PCs, anticipating that applications will follow once the platform is in place. [04:13], [04:52] - **Rubin platform: Nvidia's next-gen AI architecture**: Nvidia's next-generation platform is codenamed 'Rubin,' with the Rubin Ultra platform following a year later, both developed with a one-year cycle at the limits of technology and architecturally compatible. [06:04], [06:18] - **Humanoid robots: The future of high-volume robotics**: Humanoid robots are poised to be the next high-volume robotics product manufactured by robotic factories, benefiting from advancements in cognitive and world-understanding capabilities due to foundation models. [07:54], [08:11]
Topics Covered
- Will Nims be the new packaged software revolution?
- How AI creates lifelike, conversational digital humans.
- Why building an AI install base is critical first.
- Digital twins are transforming factory design and operation.
- Humanoid robots are the next wave of computers.
Full Transcript
I am very happy to be
back thank you n for letting us use your
Stadium the last time I was
here I received a degree from
n and I gave the Run don't walk
speech and today we have a lot to cover
so I cannot walk I must run Taiwan is
the
home of our treasured
Partners this is in
fact where everything Nvidia does begins
our partners and ourselves take it to
the
world
Taiwan and our
partnership has created the world's AI
infrastru structure this is Earth to the
idea that we would create a digital twin
of the
earth that we would go and simulate the
Earth so that we could predict the
future of our planet to better
avert disasters or better understand the
impact of climate change so that we can
adapt
better wrf
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remember the idea that Microsoft created
for packaging software revolutionize the
PC industry without package software
what would we use the PC to
do it drove this industry and now we
have a new Factory a new computer and
what we will run on top of this is a new
type of software and we call it Nims
Nvidia inference
microservices now what what happens is
the Nim runs inside this Factory and
this Nim is a pre-trained model it's an
AI you download this Nim and you can
talk to it so long as you have Cuda on
your computer
which is now of course everywhere it's
in every cloud available from every
computer maker it is available in
hundreds of millions of PCS when you
download this you have an AI and you can
chat with it like chat GPT all of the
software is now integrated 400
dependencies all integrated into one now
of
course we could interact with these
large these AI services with text
prompts and speech
prompts however there are many
applications where we would like to
interact with whe what is otherwise a
humanlike form we call them digital
humans the foundation of digital humans
are AI models built on multilingual
speech recognition and synthesis and
llms that understand and generate
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conversation the I connect to another
generative AI to dynamically animate a
lifelike 3D mesh of a face and finally
AI models that reproduce lifelike
appearances we had the good wisdom of
including tensor core gpus in all of RTX
so we've been shipping AI gpus for some
time preparing ourselves for this day
the reason for that is very simple we
always knew that in order to create a
new computer platform you need an
install base first eventually the
application will come if you don't
create the install base how could the
application come and so if you build it
they might not
come but if you build it if you don't
build it they cannot come and so we
installed every single RTX GPU with
tensor core G tensor core processing and
now we have 100 million GeForce RTX AIP
PCS in the world and we're shipping 200
and this this copy text were featuring
four new amazing
laptops all of them are able to run AI
your future laptop your future PC will
become an AI it'll be constantly helping
you assisting you in the background
Blackwell of course uh is the first
generation of Nvidia platforms that was
launched at the beginning at the right
as the world knows the generative AI era
is here
just as the world realized the
importance of AI factories just as the
beginning of this new Industrial
Revolution this is the very first
time that this next click has been
made and I'm not sure yeah well I'm
going to regret this or
not we have code names in our company
and we try to keep them very secret uh
often times uh most of the employees
don't even know but our next Generation
platform is called Reuben the Reuben
platform the Reuben platform um I'm I'm
not going to spend much time on it uh I
know what's going to happen you're going
to take pictures of it and you're going
to go look at the fine prints uh and
feel free to do that so we have the
Reuben platform and one year later we
have the Reuben um Ultra platform all of
these chips that I'm showing you here
are all in full development 100% of them
and the rhythm is one year at the limits
of Technology all 100% architecturally
compatible now let's talk about
factories factories as a completely
different ecosystem and foxcon is
building some of the world's most
advanced factories their ecosystem again
Edge Computers and Robotics software for
Designing the factories the workflows
programming the robots and of course PLC
computers that orchestrate uh the
digital factories and the AI factories
we have sdks uh that are connected into
each one of these ecosystems as well
this is happening all over Taiwan foxcon
has buil is building digital twins of
their
factories Delta is building digital
twins of their
factories by the way half is real half
is digital half is
Omniverse pegatron is building digital
twins of their robotic
factories wistron is is building digital
twins of their robotic factories very
high volume robotics products one of
course is the self-driving car or cars
that have a great deal of autonomous
capability Nvidia again builds the
entire stack next year we're going to go
to production with the Mercedes Fleet
the next high volume robotics product
that's going to be manufactured by
robotic factories with robots inside
will likely be humanoid robots and this
has great prog R in recent years in both
the cognitive capability because of
foundation models and also the world
understanding capability that we're in
the process of developing I'm really
excited about this area because
obviously the easiest robot to adapt
into the world are human robots because
we built the world for us we also have
the vast the most amount of data to
train these robots than other types of
robots because we have the same uh
physique and so the amount of training
data we can provide through
demonstration
capabilities and video capabilities is
going to be really great and so we're
going to see a lot of progress in this
area well I think we have um some robots
that we like to uh
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welcome here we go about my
size and we have we have some friends to
join us so the fut the future of robot
robotics is here the next wave of AI and
and of course you know Taiwan
builds computers with
keyboards you build computers for your
pocket you build computers for data
centers in the cloud in the future
you're going to build computers that
walk and computers that roll you know
around and um so these are all just
computers and as as a turns out uh the
technology is very similar to the
technology of building um all of the
other computers that you already build
today so this is going to be a really
extraordinary uh Journey for
us well uh I want to thank I want
to I want to thank I want to I have I've
I've made one last video if you don't
mind uh something that that uh uh uh we
we really en enjoyed making um and if
you let's run
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it
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for
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for for
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