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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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[Applause]

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