与「nvidia」相关的搜索结果

我一生干了两件事，一是把 NVIDIA从一家做显示卡的小公司，带到了人工智慧的世界中心。三十三年，把 GPU 从游戏机里搬出来，搬进了超级电脑，搬进了数据中心。对这件事持异议的人不多，只有那么几个人，在我耳边叽叽喳喳，无非是嫌我们的显卡太贵，还要排队买罢了。 另一件事你们都知道，就是发动了这场AI大革命。这件事拥护的人不多，反对的人也不少。这两件事还没有完，这笔遗产得交给下一代。怎么交？和平交不成，就在算力竞争中交；搞不好就技术封锁、晶片禁运了。你们怎么办？只有天知道。

Nvidia’s board was right to fire Jensen. He was married. Meaning he signed an exclusive contract with a 50% exit penalty for a service with no uptime guarantee. How can you trust a guy who’d sign a deal like that to run a company?

Dario looks just like Cesare Borgia. He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else. The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model. The second threat is China’s open-source models. This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers. Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party. This is the American political-business game. Have you learned it? ---

Dario looks just like Cardinal Richelieu. He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else. The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model. The second threat is China’s open-source models. This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers. Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party. This is the American political-business game. Have you learned it? ---

要同時出現多少個巧合, 才能讓全球最高市值的CEO 短短72小時內走到下台 我花一整天閱讀大量資料, 拼湊出前因後果 這應該是最接近真相的事實, 大家當故事看 「我跟你說, 下週Nvidia的CEO會辭職」 這不只說出去沒人信, 連拍成電影都會被罵爛尾 跨黨派的鬥爭, 全在7天內引爆, 首先是誤區： 1. 外遇 & 間諜都是障眼法 2. 兇手不是民主黨或共和黨, 而是兩黨的對中鷹派 3. 川普是最不希望黃仁勳離開的人 4. 這群跨黨鷹派也沒想過火燒這麼大, 黃仁勳辭職 事件開始 📍第一個巧合：關稅、黃樂、美伊戰爭 早在半年前盧比歐就曾二度向川普示警 要求關注黃仁勳與 Megaspeed 的往來 川普知情晶片可能被轉運, 但始終沒有積極處理 一方面想和習近平維持談判空間 另一方面, 美伊戰爭已佔據大量政治資源 （當中還穿插中美元互訪, 這半年真的很忙） 川普也許是相信黃仁勳自己能摸清界線 也許想順便摸清中國依賴GPU的程度, 就睜隻眼閉隻眼 總統忙就算了, 該列貿易黑名單的商務部長 Lutnick 半年0動作, 此舉使共和黨內的對中鷹派越來越不滿 他們在意的事情, 白宮始終沒有全力推進 📍第二個巧合：期中選舉大敗、內閣開始分裂 美伊戰爭拖太久, 讓川普付出巨大的政治代價 內閣原本就存在主戰與停戰兩派 選舉失利後, 矛盾進一步浮上檯面 共和黨開始找戰犯, 原本支持川普的人開始各自盤算 連副總統JD都開始與切割 “內閣中還有誰挺我？” 此刻川普自己也不清楚 📍第三個巧合：川普的個性, 卻逐漸失去控制力 川普的性格一直是擇善固執, 想幹嘛就一意孤行 （美伊戰爭說過若沒人支持, 他照樣打, 願意當壞人） 但這次選舉失利, 讓他政治籌碼大幅縮水 內閣大難臨頭各自飛, 這時黨內對中鷹派有了機會 此刻再不處理中國晶片, 幾個月後改朝換代 參眾兩院不在掌控之下, 屆時更無法保證事件走向 於是鷹派跳過川普, 釋出黃仁勳相關的負面消息 將間諜、叛國敏感議題帶入, 好快速推動閉門聽證 此刻這件事也驚動民主黨的對中鷹派 原本政治立場不同的兩群人, 突然有共同目標 民主黨也加入戰局, 一起深挖更多外遇, 更多花邊新聞 ‼️注意：川普一直把黃仁勳當朋友, 始終沒有切割‼️ 此時面對媒體追問, 他還多次逆風替黃仁勳說話 (就和當年麥可傑克森相同, 川普是真兄弟, 我都要哭了） 📍第四個巧合：黃仁勳低估了華盛頓的遊戲規則 黃仁勳白手起家, 從餐廳洗碗工一路走到今天 他相信的照規則做事, 乖乖繳稅就不會被找麻煩 但美國政治是真的很髒, 你就算今天和總統是朋友 卻不代表能避開 “深層政府” 的政治鬥爭 黃仁勳非常聽川普的話, 還會給一堆情緒價值 川普自然把黃仁勳當成朋友, 願意替他說話 紐約時報稍早證實： 川普前一晚曾致電, 勸黃仁勳「保住CEO, 別離開」 但當總統無法控制自己的內閣時, 如何提供政治保護？ 黃仁勳前天主動打給川普, 我想也是這個原因 黃希望弄清楚出了什麼事, 但川普無法給出任何承諾 大家紛紛跳過自己去揭發Nvidia 若要黃仁勳先認罪去蹲, 再幫忙特赦, 風險太大 在最後一晚, 得不到任何承諾的黃仁勳 也許自知敵不過這群鷹派, 身心俱疲, 最後選擇離開 事已至此, 川普對外也不好再明說, 只能引導輿論 挑相對最聽話的CEO當樁腳, 那就是Tim Cook 📍 第五個巧合：事件後期, 所有平行線交會 黃仁勳離開 這真的是兩黨對中鷹派想看到的結果嗎？ 我相信絕對不是。 他們真正想要的, 是一個更願意配合華盛頓的黃仁勳 而不是只聽川普的話的黃仁勳 更不是讓他直接離開 NVIDIA 因為接下來的問題更大： - 新 CEO 能維持 NVIDIA 的技術領先嗎？ - 新團隊會比黃仁勳更聽華盛頓的話嗎？ - 美國失去黃仁勳, 能讓自己的 AI 產業更強嗎？ 把整件事 zoom out 黃仁勳完全是美國政治鬥爭下的犧牲品 1. 外遇讓事情有了切入點 2. 晶片轉運讓鷹派有了政治武器 3. 選舉失利讓鷹派著急+川普失去保護能力 幾條原本不相干的線, 最後全部交會 33年, 從社洗碗工, 到全球T0的科技領袖 社會底層逆襲, 這個故事就是美國夢最好的代表 更何況他還是會配合政府的科技領袖 只可惜兩黨把NV當成核武, 趕在下台前先納入控制 控制的途中意外導致CEO離開, 事情更糟, 計劃全亂 也因此司法部這群狗雜種 “瞬間” 開始放緩用詞 「我們還沒說是間諜/還不能確認/部分誇大」 我相信閉門聽證會有好的結果 就算晶片真的轉運中國, 司法部也會和黃仁勳達成協議 檯面上讓媒體看到 “好的結果”, 檯面下控制 Nvidia 這種事情搓一下就過去了, 對深層政府而言真的不難 Stand with Jensen 我認為黃仁勳明年就能回到CEO職位。 以上資訊我花了大量時間整理 若喜歡別忘記點個追蹤, 有任何細節歡迎留言討論 #standwithjensen# #bringjensenback#

“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.” “This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neolabs.” “If a year from now we’ve seen a bunch of departures from NVIDIA, I’m going to be really concerned about their future.” “Steve Jobs is a pure visionary, and Jensen is negotiating every supply chain contract.” “If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower, things get solved by committees.”

NVIDIA Isaac Sim 工程总监在 LinkedIn 上就黄仁勋被罢免一事公开发声。 看来老黄在员工中还有威望，说明老黄确实是难以替代的。 老黄危险了。

First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.