AI 工厂奠基：更智能、更安全，助力美国再工业化

我们就在德克萨斯州的谢尔曼。你在这里为工厂举行了奠基仪式。我想知道，人们现在接触的 AI 和未来这个工厂将实现的 AI 有什么区别？

So, we're here in Sherman, Texas. You have this groundbreaking for a factory. What is the difference between the AI people are dealing with now versus the AI that's coming in the future that you're seeing this factory is going to make possible?

它会更智能、更安全，有更好的护栏。它们会更基于事实。它能做更多事情，更有帮助。

It'll be smarter, safer, with better guardrails. They'll be grounded on more truth. It'll be able to do more things, be more helpful.

你说更基于事实，那是什么意思？

When you say grounded in more truth, what's that mean?

更少猜测，更多研究。就像今年的 AI 在基于事实方面已经做得好多了，因为它甚至可以使用互联网，进行一些搜索，带回一些信息，两三个不同版本的信息。它可能会根据它所知道的，根据评估器来评估信息，看哪个更可能是真实的。

Less guessing and more research. Just as even this year's AI has done a much better job being grounded in truth because it can even use the internet, do some search, it brings back some information, two or three different versions of the information. It might evaluate the information based on what it knows, based on the evaluator to see which one is more likely to be truthful.

你认为 AI 真的在推动美国的制造业复兴吗？

And do you see AI as really driving the manufacturing revival in the US?

毫无疑问。这是 63 年来首次重新发明计算机。这真是太了不起了。自从 1964 年 IBM System 360 发明以来，我们现在正在重新发明计算机。你不再需要编码，也不再需要预先记录信息。它现在能够实时解决问题。所以计算机的构建方式发生了根本性的变化。我们用了大约 60 年建立了计算机基础设施、互联网和我们所知道的所有计算机。我们现在正在重新发明它们，这就是为什么在未来 10 年内，我们将建造价值数十万亿美元的新计算机，以取代过去 60 年建造的旧计算机。

No question about it. This is reinventing the computer for the first time in 63 years. This is just an extraordinary thing. Since the invention of the IBM System 360 in 1964, we're now reinventing the computer. You no longer have to code and no longer record information in advance, pre-recording information. It's able to now solve problems in real time. And so the way that the computer has to be built is radically different. We now built about 60 years with the computer infrastructure, the internet, and all the computers that we know. We're now in the process of reinventing all of them, which is the reason why over the course of the next 10 years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last 60 years.

这就是我们竞争的方式。

And that's the way we compete.

这就是我们竞争的方式。这就是结果。我们可以利用这笔惊人的新投资来重新工业化美国，这就是我们建造新芯片工厂的原因。这是一个新的芯片工厂，生产激光器，让我们能够将处理电力的芯片转换为光学或光，将光通过光学器件发送，再转换回电力给另一个芯片。所以现在我们可以连接相距数百、数千英尺的芯片，让这两个芯片连接并协同工作。太不可思议了。

That's the way we compete. That's the result. We can use this incredible new investment to re-industrialize the United States, which is the reason why we are building new chip plants. This is a new chip plant that produces lasers that allows us to take a chip that processes electricity, convert it to optics or light, send the light down optics, convert it back to electricity for another chip. So now we can connect chips that are literally separated by hundreds, thousands of feet, and let those two chips be connected and work together. Incredible.

好的。能源、芯片、基础设施、模型、应用。

All right. Energy, chips, infrastructure, models, applications.

是的。五个层面。

Yeah. Five layers.

AI 的五个层面。

Five layers of AI.

是的。

Yeah.

美国哪里强，哪里不强？

Where is the US strong and where is it not?

哦，问得好。我很感激。首先，人们认为 AI 就是这个模型，确实如此。那是 AI 非常重要的部分之一。就像计算机行业不仅仅是 Excel 或 Word，不仅仅是应用，它由支持它的所有基础设施组成。你提到的五层蛋糕。美国在能源生产方面严重落后，这是特朗普总统真正倡导重新发展能源产业、再次成为支持能源增长的国家的重要事情之一。因为没有能源，上面的整个基础设施就无法创建和生产。所以，第一件事是确保我们再次成为一个支持能源增长的国家。对于芯片、基础设施和 AI 模型，我们绝对是世界级的。然后上面一层是应用。这些应用用于放射学、医疗保健、制造业、机器人系统，以及各个行业的不同应用。顶层和底层，我认为我们可能不是世界级的。原因在于，在最底层，我们扼杀能源生产太久了。在最高层，我们必须小心，因为我们越来越多地以一种让社区和民众有些担忧的方式描述 AI。我认为，首先，这项技术非常强大，所以我们必须以安全、可靠和负责任的方式构建它。我们必须确保法规支持它。但之后，一旦我们做到了，我们需要确保美国利用这场新的工业革命，就像我们利用上一次工业革命一样。你知道，300 年前，能源生产是在欧洲发明的。但不知何故，美国利用了它。我们将其工业化，应用了它。像 GE 这样的公司和所有电器，我们庆祝了经济的工业化。互联网也是如此。计算机也是如此。我们必须非常小心，人工智能是下一代技术革命，我们也要热情地采用它，确保我们不被落下。

Oh, excellent. I really appreciate that. First of all, people think that AI is this model, and it is. That's one of the very important parts of AI. Just as the computer industry is not just Excel or Word, just the application, it consists of all of the infrastructure that supports it. The five-layer cake that you mentioned. The United States is woefully behind in energy production, which is one of the great things that President Trump has really advocated to regrow, I guess, to generate the energy industry and to be a pro-energy growth industry again. Because without energy, that entire infrastructure on top cannot be created and produced. And so, the first thing is to make sure that we are a pro-energy growth country again. For chips, infrastructure, and AI models, we are absolutely world-class. And then the layer above, the applications. This is applications used for radiology, for health care, applications for manufacturing, robotic systems, all of the different applications for the various industries. The top layer and the bottom layer, I would argue that we are probably not world class. Now, the reason for that is because on the lowest layer we just suffocated energy production for too long. At the highest level we have to be careful because we're increasingly describing AI in a way that causes communities and population to be somewhat concerned about it. I think that one, the technology is very powerful so we have to build it with safety and security and we have to build it with responsibility. We have to make sure that the regulations support it. But after that, once we do that, we need to make sure that the United States takes advantage of this new industrial revolution just as we took advantage of the last industrial revolution. You know, as you know, 300 years ago, the production of energy was invented in Europe. But somehow the United States took advantage of it. We had industrialized it. We applied it. Companies like GE and all the appliances and we celebrated the industrialization of our economy. With the internet we did the same thing. With the computers we did the same thing. We have to be very careful that artificial intelligence is the next generation of technology revolution that we're also enthusiastic about adopting and make sure that we don't get left behind.

你认为 AI 的问题在于技术本身让人担忧，还是缺乏适应如此快速变化的社会结构？

Do you think the issue with AI is the technology itself that concerns people or the absence of social structures to adapt to something happening so fast?

这是所有这些因素的结合。当汽车出现时，我们需要创造新的社会规范。在过去，人们说汽车会杀死孩子。汽车有什么特点会追着孩子杀？原因是，在过去，孩子们在街上玩耍。我小时候也在街上玩。当汽车出现后，显然不能在街上玩了。现在不再有孩子在街上玩。我们不告诉孩子不要去街上玩。我们有 sidewalks、人行横道，不鼓励乱穿马路。所以所有这些社会规范、法规、更安全的汽车、安全带以及随之而来的所有技术，都是同时发生的。所以，我认为你必须处理法规、技术，也必须处理社会规范。

It's a combination of all that. When automobiles came, we needed to create new social norms. Back in the old days, people said that cars killed children. What is it about cars that would hunt down a child to kill them? Well, the reason for that was because in the older days when kids were growing up, they used to play in the streets. When I was growing up, I used to play in streets. When cars came along, you obviously can't play in the streets. We now no longer have kids playing in the streets. We don't tell kids not to go play in the streets. And we have sidewalks, we have crosswalks, we have jaywalking is discouraged. And so all of that combination of social norms, regulations, safer cars, seat belts, and all the technology that comes along with it. It's all of it at the same time. So, I think you have to deal with regulation, technology, you have to deal with social norms.

你认为什么样的社会规范会让人们感到最舒适？

What is the social norm that you think would make people feel most comfortable?

嗯，首先我主张每个人都使用 AI。去接触它。AI 有免费层级。AI 比历史上任何技术都更好地弥合了技术鸿沟。原因是它易于获取，在互联网上，而且免费使用。有免费层级。而且很容易使用。

Well, the first thing is that I would advocate that everybody use AI. Just go engage it. There's a free tier of AI. AI has closed the technology divide more so than any technology in history. The reason for that is because it's accessible, it's on the internet, and it's also free to use. There's a free tier. And it's easy to use.

你知道，不像微波炉，你得看说明书。不像电脑，你得学习，得去学校学怎么编程。但有了 AI，如果你不知道怎么用 AI，直接走到 AI 面前说：‘我不知道怎么用 AI，我该怎么用？’AI 就会说：‘你想做什么？’可能是你想写个程序，为你的店铺建个网站；或者你想写个小程序来管理账目；或者你想做点研究，学习一个新话题，帮你解决一个棘手的学校项目。所以不管是什么，如果你用 AI 有困难，直接去问它。如果你是个木匠，想成为设计师，在帮别人建造厨房之前，先帮别人成为厨房的创造者。AI 能帮你生成很多有趣的设计。所以我认为它能提升你的能力。我建议你，在评判之前先去试试。

You know, unlike a microwave, you have to read the manual. Unlike a computer, you have to learn. You have to go to school to learn how to program it. With AI, if you don't know how to use AI, just walk up to AI and say, 'I don't know how to use AI. How do I use AI?' And the AI is going to say, 'What would you like to do?' It could be that you would like to write a program, create a website for your shop. Maybe you'd like to create a small program to help you manage your books. Maybe you'd like to do some research to learn something about a new topic, help you with a new school project that you're having a hard time with. So whatever it happens to be, if you have a hard time using AI, just go up and ask it. If you're a carpenter, you want to become a designer, help somebody be a creator of kitchens before you go and help somebody build it. AI could help you generate a lot of interesting designs. So I think it could elevate your capability. What I advocate for you to do is just go try it before you judge.

所以过去几天我们看到 AI 领域出现了一些重大挑战，对吧？我们看到政府对它们实施了出口管制。你怎么看？出口管制是让模型撤回的好工具吗？

So in the past few days we've seen some major challenges in AI, right? We saw the government put export controls on them. What do you make of that? Are export controls a good tool to use to have models being pulled back?

嗯，美国政府必须关注国家安全，国家安全是首要问题。出口管制是一个强大的工具，如果使用得精准和具体，可能会相当有效。除此之外，必须小心不要过度使用出口管制，以免对许多其他我们无意影响的事情产生意外后果。所以除此之外，我不太确定。我没有参与讨论，但你知道，从情感上讲，美国非常关注国家安全。

Well, the US government has to be concerned about national security, and national security is a foremost top issue. An export control is a powerful tool that, if used precisely and specifically, could be quite effective. Beyond that, just got to be careful not to over-exercise export control so that it doesn't create unintended consequences to a lot of other things that we don't intend to do. So aside from that, I'm not exactly sure. I'm not in the conversation, but you know, emotionally, the United States is quite concerned about national security.

你认为国家安全是一个主要关切吗？

And do you see national security as a major concern?

国家安全始终应该是所有技术的首要关切。但话虽如此，在制定出口管制政策之前，你必须非常具体地明确你所担心的风险。

National security should always be at the top concern of all technologies. But having said that, you have to be very specific about the risk that you're concerned about before setting policies for export controls.

那么关于政府持有 AI 公司股份的想法呢？他们提出某种所有权之类的。你认为政府拥有 AI 模型公司的股份对这项技术来说是个好主意吗？

And what about this idea that's been floated about governments owning a stake in AI companies? They make ownerships or something to that extent. Do you think that government ownership of the AI modeling companies is a good idea for the technology?

我不太确定他们想达到什么目的。我没有和他们就此进行过对话。但请记住，这些是美国公司。它们的成功有利于股价，许多美国人是投资者。它们产生税收，帮助了许多美国人。它们创造了很多就业机会。而 AI 公司只是五个层次之一。所以如果它们成功，想象一下所有五个层次以及由此产生的就业机会。所以我认为美国在所有美国公司中都有利益。当我们成功时，我们创造大量就业，产生大量税收。当我们向全球出口时，我们显然带回巨额收入，在当地创造大量就业，等等。所以我认为美国已经以多种方式自然地在这些公司中拥有利益。我不太确定他们除此之外还想实现什么。

I'm not exactly sure what they're trying to achieve. I haven't had a dialogue with them about that. But just remember that these are American companies. Their success benefits the stock price, of which many Americans are investors. It generates taxes, which helps many Americans. It creates a lot of jobs. And the AI companies are just one of the five layers. So if they're successful, imagine all of the five layers and the jobs that are created across the board. So I think that America has a stake in all American companies. When we succeed, we create a whole bunch of jobs, we generate a whole bunch of tax revenues. When we export around the world, we obviously bring back an enormous amount of revenues, create a lot of jobs locally, and so on and so forth. So I think America has a stake, Americans have a stake in American companies already naturally in a whole lot of ways. I'm not exactly sure what they're trying to achieve beyond that.

所以特朗普总统喜欢你，对吧？我们开门见山。他称你为了不起、聪明，称你为朋友。但他也说过，在第一次见你之前，他认为英伟达如此主导，以至于他应该……我很好奇，你如何准备 2025 年 1 月与他的第一次会面？你对他说了什么让他恍然大悟？

So President Trump likes you, right? Let's just cut to the chase. He's called you amazing, smart, he's called you a friend. But he's also said before he first met you he was thinking that Nvidia was so dominant that he should... I'm curious, how did you prepare for your first meeting with him in January 2025? And what did you say to him that made him go 'aha'?

让我想想发生了什么。我当时碰巧在佛罗里达领取爱迪生奖。他听说我在佛罗里达，就邀请我过去吃晚饭。

Let's see what happened. I happened to be in Florida to receive the Edison Award. And he heard that I happened to be in Florida, invited me over for dinner.

在海湖庄园？

In Mar-a-Lago?

是的，事情就是这样。他碰巧听说我在城里，就说‘过来吃晚饭吧’。于是我就去了。洛里和我过去吃了晚饭。他非常投入，非常有魅力，善于交谈，问了很多问题。从我见到他的那一刻起，他跟我谈的唯一事情就是创造更多就业、再工业化美国、保护国家安全、赢得胜利。他希望美国富裕。他知道如果美国富裕，我们就有大量税收，可以资助军队、经济、社区，创造更多就业。实际上，我经历的整个对话每次都是类似的内容。据我所知，他除了工作什么都不做，对吧？他半夜给我打电话，想讨论这些话题之一。

Yeah, that's literally how it happened. He just happened to hear that I was in town. He says 'drop by for dinner.' And so I did. Lori and I dropped by for dinner. He was incredibly engaging, incredibly charismatic, conversational, asked a lot of questions. From the moment that I met him, the only thing that he's ever talked to me about was creating more jobs, re-industrializing the United States, protecting national security, winning. He wants America to be wealthy. He knows that if America's wealthy, we have a lot of tax revenues, we can fund the military, we can fund our economy, we can fund our communities, create more jobs. Literally that entire conversation I just went through is just every single time some version of that. And as far as I could tell, all he does is work, right? He calls me in the middle of the night and wants to talk about one of these topics.

他真的认为国家依赖于个人的成功吗？他对此怎么说？

And is it literally that he sees the country as dependent on individual's success? What does he say to that?

不，他希望所有美国公司都成功，他帮助了很多公司。他很高兴我们投资了英特尔。他很高兴我们投资了 Coherent。他对我们在美国进行制造感到非常高兴。我们将在美国花费约五千亿美元进行建设。还有台积电在亚利桑那州的芯片厂、纬创、富士康，以及我们激励从台湾来与我们合作建厂的许多公司。他对此非常高兴。他知道如果公司不增长，这一切都不可能。所以他非常清楚的是，当一家公司成功时，当一个市场成功时，当一个行业成功时，你可以利用这种势头来资助再工业化，并在美国创造更多就业。他非常清楚地看到了这个机会。在我与他的对话中，完全具有变革性的是他早期认识到两件事。第一，他痴迷于确保我们实现美国的再工业化。这能带回制造业就业。我们希望美国再次拥有制造者和建设者，而不仅仅是信息工作者，他想要建设者和制造者。他对能源的看法很坚定。没有能源，我们无法发展新经济，无法发展工业。增长从根本上需要能源。他理解我们在这方面严重落后。所以他急于确保我们有更多能源，以便我们能建立所有这些工厂和就业。

No, he wants all American companies to succeed and he's helped a whole lot of companies. He was delighted that we invested in Intel. He's delighted that we're investing in Coherent. He's incredibly happy that our manufacturing is in the United States. We're going to spend about half a trillion dollars building in America. And the chip plant in TSMC's chip plant in Arizona, Wistron, Foxconn, and the number of companies that we've inspired from Taiwan to partner with us to build factories here. He's incredibly happy about that. And he knows that none of that is possible if the companies aren't growing. So the thing that he understands very clearly is when a company is successful, when a market is successful, when an industry is successful, you can use that momentum to fund the reindustrialization and create more jobs here in the United States. And he sees that opportunity very clearly. The thing that is completely transformational in my conversations with him is recognizing early on two things. One, he is obsessed about making sure that we reindustrialize the United States. It brings back manufacturing jobs. We want makers and builders here in America again, not just information workers, but he wants builders and makers. His views on energy are strong. We can't grow a new economy. We can't grow our industry without energy. It fundamentally takes energy to grow. And he understands that we've been woefully behind. So he's impatient about making sure we have more energy so that we can create all these plants and all these jobs.

现在，这段关系还有一个微妙之处。你可能看到了马萨诸塞州参议员伊丽莎白·沃伦的言论。她希望你在她的委员会作证，然后说你可以去海湖庄园，但不能来我的委员会。我很好奇，特朗普喜欢你这件事，是否会在 2027 年民主党可能掌控众议院和参议院时带来风险？你如何平衡这一点？

Now, there is also a delicate aspect of that relationship. You probably saw what Senator Elizabeth Warren of Massachusetts said. She wanted you to testify before her committee, and then said you can go to Mar-a-Lago, but not before my committee. And I'm curious, does the fact that Trump likes you create any risks with Democrats who might have the majority in the House and Senate in 2027? How do you balance that?

非常简单。特朗普总统是我们的总统，他是我的总统。我相信每个美国人都应该希望我们的总统成功。我们可以在政治上存在分歧，但我们应该希望他成功。因为当特朗普总统成功时，我们的国家就成功了。无论下一任总统是谁，无论他们属于哪个政党，我都会希望那位总统成功。所以，我希望伊丽莎白·沃伦参议员成功，我希望我们所有的参议员成功，我希望美国成功。因此，如果我能以任何方式帮助特朗普总统实现他的议程，从而让我们的国家成功，我会去做。

Very simply. President Trump is our president. He's my president. And I believe that every American should want our president to succeed. We could differ with politics, but we should want him to succeed. Because when President Trump succeeds, our country succeeds. Whoever's the next president, whoever, whatever their political party, I will want that president to succeed. And so I want Elizabeth Senator Warren to succeed. I want all of our senators succeed. I want United States to succeed. And so if I could be helpful in any way to help President Trump realize his agenda so that our country succeeds.

我很好奇你如何看待中国的机会。中国已经排挤了很多外国竞争对手。是什么让你相信中国愿意接受美国制造的 AI 生态系统？

I'm curious for how you think about the opportunity in China. China has boxed out a lot of foreign competitors. What gives you confidence that China would be willing to accept a US-made AI ecosystem?

嗯，我们在中国已经经营了 30 年。在出口管制禁令将英伟达排除出中国之前，我们拥有大约 95%的市场份额。所以我们竞争得很好。美国公司、美国科技公司非常了不起。我环游世界，我可以告诉你，作为美国人，我们可以为这些我参与其中的科技公司感到非常自豪。这个国家的能力非同寻常。我们完全有理由感到自豪，也完全有理由充满信心。我们在中国竞争了很长时间，而且做得很好。当然，无论是什么决定禁止我们向中国发货，那个决定已经做出，就这样吧。然而，特朗普总统希望我们用上一代产品继续在全球竞争。原因如下：这是一个错误的选择……我们可以把国家安全放在绝对首位。我们希望我们的科技产业在全球取得成功。要做到这一点，你必须竞争。你可以同时拥有国家安全、技术领导力和经济繁荣。我们的国家长期以来一直在这样做。因此，重要的是我们要认识到，中国是一个非常大的市场，如果我们放弃这个市场，那里的竞争对手就会变成巨头。最终，那种领导力、那种能力会扩展到中国以外，我们以后将不得不应对。所以，我认为我们必须认识到，第一，确保国家安全，保护我们的国家，但同时我们也应该去竞争，发展我们的科技产业，最大化我们的出口，或者努力最大化出口。我们正在努力改善贸易逆差。因此，继续出口、继续在全球竞争、同时保护国家安全、保护技术领先地位、促进经济繁荣，这是有道理的。我们可以同时做到这一切。

Well, we were in China for 30 years. And before the export control ban Nvidia out of China, we had about 95% market share. And so we were competing just fine. American companies, American technology companies are incredible. I travel the world and I can tell you that we as Americans can be very proud of the technology companies that I'm part of. The capabilities of this country are extraordinary. And we have every reason to be proud and we have every reason to be confident. We've been competing in China for a long time and we're doing just fine. Now, of course, whatever the decisions were that banned us from shipping to China, that decision was made and so be it. However, President Trump would like us to take our last generation products and continue to compete around the world. And the reason for that is this. It is a false choice to have... We can have national security that is absolutely foremost. We want our technology industry to succeed around the world. And in order to do that, you have to compete. You can have national security, you have technology leadership, and you can have economic prosperity all at the same time. Our country has been doing that for a long time. And so it is important that we recognize that China is a very large market and if we seed that market, the competitors there will just become giants. And ultimately, that leadership, that capability there is going to scale outside of China that we'll have to deal with later. And so, I think that the recognition that we have to have number one, make sure that we have national security and that we protect our nation, but we also simultaneously should go and compete and grow our technology industry and maximize our exports or try to maximize exports. We're trying to improve our trade imbalance. And so, it makes sense that we continue to export, continue to compete around the world, and to protect our national security, protect our technology leadership, and grow our economic prosperity. We could do all of that at the same time.

今年年初以来，我们还看到一件事：美国从台湾进口的商品比直接从中国进口的更多。这是你帮助引发的改变。这对台湾未来与美国的关系意味着什么？这种联系现在是否更加紧密了？

Now, one of the things we've also seen since the start of the year is the US is getting more goods imports from Taiwan than it is directly from China. That's a change that you've helped spark. What role does that mean Taiwan has in relations with the US going forward? Is that stitching even tighter now?

嗯，台湾是世界科技生态系统的中心。他们制造世界上最好的芯片，而且产量最大。他们周围的生态系统，包括供应链的所有必要部分，都在岛上完全整合。台湾也是美国一个了不起的战略伙伴。如果没有台湾的公司和台湾的支持来在美国建立制造业，我们就不会有亚利桑那州的所有晶圆厂，就不会有富士康的工厂，也不会有纬创的晶圆厂或工厂。工厂和厂房都是必要的。他们带来了技能、劳动力和专家，帮助我们在美国建立制造业。所以，他们一方面是中心，是我们供应链的关键部分；另一方面，他们也是帮助我们实现供应链多元化和增强韧性的战略伙伴。因此，台湾在其中扮演着双重角色，一个非常重要的角色。

Well, Taiwan is the epicenter of the world's technology ecosystem. They make the world's best chips. They make the most of it. The ecosystem around them including all of the necessary parts of the supply chain is all fully integrated on the island. It is the case that Taiwan also is an incredible strategic partner for the United States. If not for Taiwan's company and Taiwan's support to stand up manufacturing here in the United States, we wouldn't have all the fabs in Arizona, we wouldn't have the factories from Foxconn, we wouldn't have the fabs or the factories from Wistron. Both factories and plants are necessary. They're bringing their skills, they're bringing their labor, they're bringing their experts to help us stand up manufacturing here in the United States. So, they are on the one hand an epicenter and a critical part of our supply chain. On the other hand, they're also a strategic partner to help us diversify and create more resilience of our supply chain. And so, Taiwan plays both parts in it, a really important part of it.

你认为随着建设推进，这种情况会加剧吗？

And do you see that as intensifying and more as this gets built out?

嗯，本土制造业肯定在加强。仅在过去两三年里，这里就新建了许多晶圆厂，我认为我们在该领域创造了大约 60 万个就业岗位。这些岗位当然大多在制造工厂，涉及电工、建筑工人、设计师、技术人员等等。我认为未来十年这种情况还会继续加剧。我们将看到美国制造业的复兴，而且将是最高端劳动力岗位的制造业复兴。所以，我对此非常兴奋。

Well, surely the onshore manufacturing is intensifying. What manufacture just a number of fabs that are being created here in the last couple two, three years, I think we've created some 600,000 jobs in the area. And most of those jobs are of course in manufacturing plants and they're in electricians, and construction workers, and designers, and technicians, and so on and so forth. And I think that's going to continue to intensify over the next decade. We're going to see the renaissance of manufacturing here in the United States and it's going to be a renaissance in manufacturing of some of the highest-end labor jobs. And so, I'm quite excited about that.

回顾你的经历，似乎并非每个人都像你一样对此充满热情。我很好奇，因为很多人跟我提到这个时刻，对吧？你知道这一点，因为你经常被问到。但就像我的优步司机说的：“我觉得我当初就该回农场去。”你会对那些真正担忧的人说什么？他们可能没有机会与你交流，但确实很担心，因为他们看到了风险，对此没有热情。

It does seem when I look at your history that not everyone has your same appetite for this. And I'm curious about that because so many people come to me with this moment, right? And you know this because you get asked about it constantly. But like my Uber driver said like, 'I think I should just have gone back to the farm.' What would you say to people who are really concerned, that might get a chance to kind of like don't get a chance to engage with you and yet are truly worried because they see risks and don't have an appetite for it.

我想我做的第一件事就是……我会直接打开 ChatGPT。所以，第一件事就是打开 ChatGPT，去了解这项技术能为他们做什么。不过，对于那位优步司机，是的，我只是觉得这太不可思议了。这个例子很完美。优步司机的工作——优步本身就是上一次工业革命、移动云和互联网的产物。

I think the first thing I would do is I would engage a young I would just open up ChatGPT. So, the first thing I would do I would just I would open up ChatGPT and go learn what it is that this technology can do for them. However, with respect to the Uber driver, yeah, I just think it's incredible. That example is perfect. The Uber driver's job Uber was created out of the last industrial revolution, mobile cloud, the internet.

过去二三十年创造的技术让 Uber 得以存在。没有互联网、移动技术、所有为自动路由和推荐系统建立的数据中心——Uber 背后是极其复杂的计算机科学——这一切都不可能实现。Uber 司机如果没有这些技术也不可能存在。所以，我会告诉那位 Uber 司机：花点时间观察你当前的状况以及它创造的机会。下一个技术浪潮只会创造新的机会。你还不确定它是什么，但它会带来新的机会。我有幸目睹了我们行业和社会的发展、工作的变迁、技术工具的出现、新产业的诞生以及无数初创公司的崛起。我有幸亲眼目睹这一切缓慢发生。我认为我们会看到同样的事情。每一次新技术出现——个人电脑、互联网、iPhone——每一次我们都担心会被抛在后面，但不知何故并没有。它确实会带来变化。但我们为什么不想改变呢？我们应该拥抱变化。我更喜欢今天的社会，而不是你刚才在电影里谈论的那个社会——那部我们都很喜欢的电影。

The technologies that were created in the last 20, 30 years enabled Uber to exist. Without the internet, mobile, all of the data centers that were created to deal with all the automatic routing and all the recommendation systems, it's incredibly complicated computer science behind Uber. None of that would have been possible. Uber wouldn't be possible without all of that. So, what I would tell that Uber driver is just take a moment and observe your current condition and the opportunities that it's created. Well, this next one's just going to create new opportunity. You're not exactly sure what it is yet, but it's going to be new opportunities. I have the benefit of watching our industry grow and society grow and jobs changing over the years, technology tools that are created and new industries created and all these new startups created. I have the benefit of watching all of this happening in slow motion. I think we're going to see the same thing. Every single time that there was a new technology, when the personal computer came out, when the internet came out, when the iPhone came out, all every single time these things happened, we all worried that it's going to leave us behind, but somehow it doesn't. It does change. And why wouldn't we want change? We should embrace change. I like society today better than the society you were just talking about in the movie that we both enjoyed just now.

是的，那部电影是《天国王朝》。

Yeah, the movie is Kingdom of Heaven.

那是我最喜欢的电影，我喜欢今天的社会。

It's my favorite movie and I like society today.

最后，人们对你的误解是什么？他们看到你外出，知道很多关于你的饮食习惯、时尚品味。他们对你有什么误解？

Lastly, what do people get wrong about you? They see you out, they know a lot about your eating habits, your fashion sense. What do they get wrong about you?

他们对我有什么误解？我非常无聊。真的非常无聊。我担心我的家人，我在乎我的家人。我担心我的工作，我在乎我的公司。然后我就在这两件事之间循环。我无时无刻不在做这两件事中的一件。如果我有幸能和家人一起看《天国王朝》，那是最让我开心的事。最近我们看了三四遍。《拯救计划》。我想这个周末我们可能还会再看一遍。多么不可思议的电影。如此乐观，如此鼓舞人心。没有什么比和家人在一起更让我快乐的了，这就是我所做的一切。在这两件事之间，这就是我全部的生活。

What do they get wrong about me? I am deeply boring. That's really boring to me. I worry about my family. I care about my family. I worry about my job. I care about my company. And then I cycle between those two things. I'm doing one of those two things at all times. If I have the benefit of spending time with my family to watch Kingdom of Heaven, nothing gives me more joy. And recently we just watched it three or four times. Project Hail Mary. I think we might watch it again this weekend. What an incredible movie. So optimistic. So inspiring. Nothing gives me more joy than hanging out with my family and that's all I do. Between those two things, that's all I do.

太棒了。Jensen，谢谢你。

Awesome. Jensen, thank you.

很好。谢谢。

Great. Thank you.

欢迎大家。欢迎。非常感谢大家今天来到这里。我们对这次活动非常兴奋，已经筹划了很长时间。我们为这个园区和所有员工感到骄傲。感谢大家与我们一起在谢尔曼度过这个下午。我们非常感激。在开始之前，我想借此机会感谢一些领导和合作伙伴，是他们的支持让今天成为可能。首先，感谢卢特尼克部长、比尔·弗龙霍费尔以及美国商务部通过 CHIPS 计划提供的支持和领导。非常感谢。

Welcome everybody. Welcome. Thank you so much for being with us here today. We've been so excited about this event. We've been planning this event for a long time. We're so proud of this site and all of our employees here. So thank you for spending the afternoon with us here in Sherman. We really appreciate it. Before we begin, I just want to take the opportunity to recognize and thank some of the leaders and the partners that helped make today possible. First of all, Secretary Lutnick, Bill Fronhofer and the US Department of Commerce for their support and leadership through the CHIPS program. Thank you very much.

谢谢。当然，还要感谢黄仁勋和我们在英伟达的朋友们。非常感谢你们的合作。今天你们很多人都在这里。谢谢。

Thank you. Of course, Jensen Huang and our friends at Nvidia. Thank you so much for the partnership. Many of you are here today. Thank you.

感谢阿博特州长、阿德里安娜·克鲁兹以及伟大的得克萨斯州。谢谢。我还要感谢蒂格市长、谢尔曼经济发展公司以及今天到场的谢尔曼社区其他成员。感谢你们的支持，这至关重要。非常感谢。谢谢。最后，我还要感谢 Coherent 的员工们。员工、客户、供应商、合作伙伴。他们的奉献精神非常出色。非常感谢。谢谢。好了。

Governor Abbott, Adriana Cruz, and the great state of Texas. Thank you. I also want to thank Mayor Teague, the Sherman Economic Development Corporation and other members of the Sherman community that are joining us here today. Thank you for your support. That's been critical. Thank you very much. Appreciate it. Thank you. And one last thank you. I have to thank my Coherent employees. The employees, our customers, our suppliers, our partners. Their dedication is outstanding. Thank you so much. Appreciate it. Thank you. All right.

所以，今天的公告是行业、政府和当地社区之间强有力合作的结果。我们正在进行的这些投资，包括英伟达与 Coherent 的战略合作和投资、得克萨斯州和 SEDCO 的支持，以及今天上午宣布的 5000 万美元 CHIPS 奖励，所有这些投资都在加强美国建设关键 AI 基础设施、扩大国内制造能力和创造就业的能力。总的来说，这巩固了美国的技术领导地位。我认为今天不仅对 Coherent，而且对美国制造业和 AI 基础设施的未来都是一个非常重要的里程碑。我们实际上正处于技术和经济史上的一个非凡时刻。人工智能正在以前所未有的速度改变行业、经济和社会。但 AI 领导力不仅仅依赖于突破性的计算能力。它还需要连接、供电和扩展这些系统的基础设施。这就是为什么今天的公告不仅仅是关于扩大制造设施。它关乎加强美国建设使 AI 成为可能的关键技术的能力。这些投资共同反映了一个共同的信念：AI 的未来应该建立在有韧性的供应链、先进的制造和美国的顶尖人才之上。而在全世界，没有比得克萨斯州谢尔曼市更能体现这一愿景的地方了。绝对如此。谢谢。

So, today's announcement is a result of a really powerful partnership between industry, government, and the local community. Together, these investments that we're making, including Nvidia's strategic partnership and investment in Coherent, support from the state of Texas and SEDCO, and today's announcement earlier this morning of the $50 million CHIPS award, all of these investments are strengthening America's ability to build critical AI infrastructure, expand domestic manufacturing capacity, and create jobs. And overall, reinforce US technology leadership. I think today marks a really important milestone, not just for Coherent, but for American manufacturing. And for the future of AI infrastructure. I think we're actually at a remarkable moment in both technology and economic history. Artificial intelligence is transforming industries, economies, and societies at an unprecedented pace. But AI leadership will depend on more than just breakthrough computing. It will require infrastructure that connects, powers, and scales those systems. That's why today's announcement is more than just about expanding a manufacturing facility. It's about strengthening America's ability to build the critical technologies that make AI possible. Together, these investments reflect a shared belief that the future of AI should be built with resilient supply chains, advanced manufacturing, and the world-class talent that's here in the United States. And there is no better place in the entire world to demonstrate this vision than here in Sherman, Texas. Absolutely. Thank you.

我们为这个设施感到非常自豪，因为它是世界上第一个，绝对是世界上第一个，也是最大规模的 6 英寸磷化铟制造设施。这对 AI 数据中心至关重要，并且它是谢尔曼光网络创新的领先中心之一。随着 AI 系统变得越来越大、越来越强大，连接性与计算本身同样重要。AI 运行在计算上，但通过连接性实现扩展。而谢尔曼正是构建这种连接性的地方。所以，为了讨论下一步，我非常荣幸地邀请到一位领导者，他不仅在塑造 AI 的未来，也在塑造下一代数据中心基础设施的未来。请大家和我一起欢迎英伟达创始人兼 CEO 黄仁勋。Jensen。

We are so proud of this facility because this facility is the world's first, absolutely the world's first, and the largest volume production of 6-inch indium phosphide manufacturing. And that is critical for AI data centers, and it serves as one of the leading centers for optical networking innovation here in Sherman. As AI systems grow larger and more powerful, connectivity is just as important as the computing itself. AI runs on compute, but it scales with connectivity. And Sherman is where that connectivity is getting built. So, to discuss what comes next, I'm very honored to be joined by one of the leaders that's helping shape not just the future of AI, but the future of next-generation data center infrastructure. Please join me in welcoming Jensen Huang, founder and CEO of Nvidia. Jensen.

安德森先生。我们来到了得克萨斯州的谢尔曼。

Mr. Anderson. Here we are in Sherman, Texas.

美丽的得克萨斯州谢尔曼。

Beautiful Sherman, Texas.

建立了这个园区。

Founded this site.

我们有着长期的合作关系。我认为 NVIDIA 与 Coherent 合作，并作为我们的客户已有二十多年。最近我们刚刚扩大了这种合作。但 Jensen，我想先从宏观角度谈谈我们面前的 AI 机遇。你用过的一个说法，我非常喜欢，就是把 AI 描述为一场新的工业革命。那么，当你审视今天的局面时，你认为 AI 在未来几年将如何重塑行业和经济？

So we've had a long partnership. I think NVIDIA has been a partner with Coherent and a customer of ours for over two decades. And we expanded that partnership just recently. But Jensen, I wanted to start by just talking about the bigger picture, the AI opportunity ahead of us. One of the phrases you've used, and I really like this description, is AI as a new industrial revolution. So when you look at where we are today, how do you think AI is going to reshape industries and economies in the years to come?

是的，我认为重要的是要认识到，如今 AI 的冰山一角是 AI 模型。我们在浏览器中看到它，在 ChatGPT 中看到它。它令人难以置信，能做不可思议的事情。我每天都用它。我就是这样发现德克萨斯州谢尔曼市成立于 1846 年，人口接近 5 万。没错，附近有一个美丽的湖泊，生活质量极佳。所以你学到了这些东西。但 AI 是一场工业革命，因为要实现 AI，你必须从能源部门、芯片、基础设施（即土地、电力、外壳、云服务）开始。然后是 AI 模型。即使是 AI 模型，也有用于语言的 AI 模型，用于自动驾驶汽车和机器人的物理 AI 模型，用于生物学、化学和药物发现的 AI 模型，用于物理学的 AI 模型，以便我们进行气候和天气模拟与预测。所以有各种各样的 AI 模型。在此之上是应用，最高层，这是最重要的部分，因为它关乎你我正在发明的技术的应用。因此，该技术的应用影响着金融服务、医疗保健、教育、交通、芯片设计等等，对吧？你能想到的每一个行业，价值 100 万亿美元的行业。因为智能是根本，处理信息、推理和解决问题的能力，这是智能的基础，影响着每一个行业，这是终极通用技术。所以我们不仅在创造一个新行业，就是我刚才描述的五层蛋糕，这项技术还将彻底改变每一个行业。这就是为什么它如此令人兴奋。而且我们必须非常深思熟虑、非常小心、负责任地去做，但我们也想充满热情地去做，因为为所有这些行业带来生产力，无论你想到什么，无论是医疗保健，谁不想结束痛苦和折磨。在交通领域，谁不想让交通更安全。在制造业，谁不想让我们能够弥补劳动力短缺，以便所有公司都能继续增长。在能源领域，我们为什么不想抓住这个千载难逢的机会，利用市场力量升级电网，以便能够支持并投资于可持续能源，而首次无需政府补贴。你知道，自从可持续能源出现以来。你能想到的。如果你今天想建一个太阳能发电厂，没问题。如果你想建一个核电站，没问题。完全由市场驱动。所以，你举出你最喜欢的能源例子，就会有人非常乐意为其提供资金。因此，我认为我们正在全面看到这一非凡的机遇，因为市场力量和市场对该技术的需求。现在，这对美国近期意味着什么，而我们正处于其中心。一个完美的例子。这是我们职业生涯中第一次，美国这里的芯片工厂数量将大幅增长。对吧？自从我们开始职业生涯以来，芯片工厂的数量一直在下降，除了现在。我们正在建设芯片工厂、封装厂、计算机工厂、制造工厂，当然还有数据中心。以及遍布美国各地的发电厂。在过去几年中，我们已经创造了大约 60 万个就业岗位。我们将在这里创造大量就业岗位，这些是制造业岗位，我们国家非常需要。我们需要带回建设者、制造者，那些想要为美国创造这个工业部门的人。这对我们的经济非常有利。对我们的社区也非常有利。所以我认为，我对此充满热情。

Yeah, I think it's important to recognize that the tip of the iceberg for AI today is the AI model. And we see it in the browser, we see it with ChatGPT. It's incredible, does incredible things. And I use it every day. And that's how I realized that Sherman, Texas was founded in 1846 and population almost 50,000. You got it. A beautiful lake close by. Wonderful quality of life. And so you learn about these things. But AI is an industrial revolution because in order for AI to be realized, you have to start with the energy sector, the chips, the infrastructure, which is land, power, shell, the cloud services. And then there's the AI models. And even the AI models, there's AI models for languages, there are physical AI models for self-driving cars and robotics, there's AI models for biology and chemistry and for drug discovery, there's AI models for physics so that we can do climate and weather simulation and prediction. And so there's AI models of all kinds. And then on top of that is the applications, the highest layer, which is the most important part because it's about the application of the technology that you and I are working on inventing. And so the applications of the technology affect financial services and health care and education and transportation and chip design and so on and so forth, right? You name it, every single industry, $100 trillion industry. And because intelligence is fundamental, the ability to process information, to reason and problem-solve, which is the foundations of intelligence, affects every single industry, this is the ultimate general-purpose technology. So not only are we creating a new industry, this five-layer cake that I just described, this technology is also going to revolutionize every single industry. Which is the reason why this is so exciting. And it's something that we have to do very thoughtfully, very carefully, responsibly, but we also want to do it with enthusiasm because bringing productivity to all of those industries, you name it, whether it's in health care, who doesn't want to end suffering, pain and suffering. In transportation, who doesn't want to make transportation safer. In the case of manufacturing, who doesn't want us to be able to augment the shortage of labor that we have so that all of the companies can continue to grow. In energy, why wouldn't we want to take advantage of the opportunity, a once-in-a-generation opportunity, to use market forces to upgrade the energy grid to be able to support and invest in sustainable energy without government subsidies for the very first time. You know, since the beginning of sustainable energy. You name it. If you would like to build a solar plant today, no problem. If you would like to build a nuclear plant today, no problem. All completely market-driven. And so you give your favorite example of energy and then there will be somebody who will be more than happy to fund it. And so I think that across the board we're seeing this extraordinary opportunity because of the market forces and the market demand for this technology. Now, what it means for the United States in the near term and we're at the epicenter of that right here. A perfect example of it. This is the first time in our careers where the number of chip fabs here in the United States is going to grow extraordinarily. Right? And so since we started our careers, the number of chip fabs have been largely declining except for now. We're building chip fabs, packaging plants, computer plants, manufacturing plants, and as well as of course data centers. And just energy generation plants everywhere across the United States. We've already in the last several years created some 600,000 jobs. And we're going to create a whole bunch of jobs here and these jobs are manufacturing jobs which our country really desperately needs. We need to bring back the builders, the makers, people who want to create this industrial sector for the United States. It's wonderful for our economy. It's going to be wonderful for our communities. And so I think this is, I'm kind of enthusiastic about it.

哦，这是一个伟大的愿景。

Oh, that's a great vision.

那么，让我们更深入地探讨一下需要什么，对吧？因为这不仅仅是计算能力，不仅仅是计算容量。还有很多其他基础设施需要建设。你提到了能源电网。不仅仅是计算，还有计算之间的连接。所以也许我们可以谈谈连接性。

So let's dig a little bit deeper into what is it going to take, right? Because it's not just computing power, it's not just computing capacity. There's a lot of other infrastructure that needs to get built. The energy grid you mentioned. It's not just the compute but the connectivity between that compute. So maybe we could talk a little bit about the connectivity.

嗯，我们构建的东西，每个人都知道计算机是什么。你知道，你们都在手机上带着一个，也在笔记本电脑上带着一个。但想象一下，数百万个这样的东西连接在一起，作为一个整体工作。这是终极的分布式计算问题。你拿一个非常大的计算问题，我们称之为分片。你把它分布开。你把它切成块，然后分片到这个不可思议的计算机上。我们称之为 AI 工厂。这是世界上处理过的最大的软件程序。这是世界上处理过的计算最密集的软件程序，你试图尽可能快地运行它。你知道，你正在提示一个 AI，它必须去首先理解你刚才问它的内容。

Well, the thing that we build, everybody knows what a computer is. You know, you all carry one on your phone and you also carry one in your laptop. But imagine millions of these things connected together working as one. And it's the ultimate distributed computing problem. And you take a very large computing problem and we call it sharding. You distribute it. You cut it up into chunks and you shard it across this incredible computer. We call it an AI factory. And this is the largest software program the world's ever processed. It is the most computing intensive software program the world's ever processed and you're trying to run it as fast as you can. You know, you're prompting an AI and it's got to go off and first of all understand what you just asked it.

它可能需要回去做些研究，阅读大量文档，这些文档可能是关于药物发现研究或各种疾病研究的 PDF。它得读很多 PDF，而 PDF 并不容易读。所以它得去读那些内容。它可能会决定追查一些参考文献，做些研究，然后成为那个领域的专家。现在它基于事实，可以推理如何解决问题、如何做研究或回答你提出的问题。所以它必须进行推理。它可能会决定使用实验室里的工具，那个工具可能是一个机器人，正在操作各种不同蛋白质和化学品的实验，那个机器人必须执行某些操作，然后带着测量结果返回计算机。所以，我刚才描述的是一个自主实验室，这将是药物发现的未来。

It might have to go back and do some research, read a whole bunch of documents and maybe those documents are a whole bunch of PDFs of drug discovery research or various disease research. It's got to read a whole bunch of PDFs and PDFs are not easy to read. And so it's got to go off and read that. It might decide to chase down some of the references and do some research and then now it becomes an expert in that one topic. And now it's grounded in the truth. It can go reason about how to solve the problem, how to do the research or how to answer the question that you gave it. And so it's got to reason about that. It might decide to use tools that are in the laboratory and that tool could be a robot that's manipulating and doing all kinds of different experiments across different proteins and different chemicals and that robot has to do certain things and it comes back with measurements that come back to the computer. And so, I just described an autonomous lab that will be the future of drug discovery.

那个 AI 必须尽可能快地思考。而处理是在这些巨型计算机上完成的。芯片就是硅晶圆。然而，为了将数十万或数百万个处理器连接在一起，距离不是几英尺，而是几百英尺，甚至可能是一千英尺，甚至跨越整个数据中心。所以我们努力将所有处理器连接起来，使它们像一个整体一样工作。在近距离时，你可以用电力和电路来解决这个问题。但是，如果你想远距离连接，唯一的解决方案是硅光子学或光学。所以，我们用电来激活你的一个磷化铟激光器。

And that AI has to think as fast as possible. And that processing is done on these giant computers. Well, the chips are the silicon wafers. However, in order for us to connect hundreds of thousands or millions of these processors together, the separation is not in number of feet, the separation is hundreds of feet. Maybe it's a thousand feet. And maybe it's even across an entire data center. And so, we work trying to connect all these processors together to work as one. Well, the way that you solve that problem in close proximity, you can use electricity, electrical circuits. However, if you want to connect it far away, the only way to solve that problem is silicon photonics or optical. And so, we take electricity, we activate one of your indium phosphide lasers.

在谢尔曼这里制造的。

Built here in Sherman.

就在这里制造的。

Built right here.

女士们先生们，世界上最先进的磷化铟晶圆厂。6 英寸晶圆。

The world's most advanced indium phosphide fab, ladies and gentlemen. And 6-inch wafers.

没错。

That's right.

谢谢。

Thank you.

所以，你给这个激光二极管施加一点电力，奇迹就发生了，对吧？

And so, you apply a little electricity to this laser diode and a miracle happens, right?

是的。

Yeah.

然后光从另一端出来。经过一系列光学元件，传播到你需要的距离。在另一端，你接收光子。

And light comes out the other end. That goes down a whole bunch of optics, travels as far as you need it to travel. On the other side of it, you pick up the photons.

是的，探测器将光转换回电。然后电驱动我们的芯片。现在，两个芯片或数百万个芯片正在相互通信。所以，光学互连对于我们扩展到我们想要的计算机规模的能力至关重要。

Yeah, detectors and you convert that back to electricity. And that electricity then drives our chips. Now, the two chips or millions of chips are now communicating with each other. And so, the interconnect that is optical is pretty fundamental to our ability to scale out to the sizes of computers that we like to do.

并且未来会成为架构中更重要的部分，对吧？

And becomes a more important part of the architecture moving forward, right?

非常重要。

So important.

所以，我们在三月份宣布了 NVIDIA 和 Coherent 之间的合作。我们非常感谢这次合作。在谢尔曼这里的合作意味着我们将把生产设施的规模扩大一倍，但实际上我们将使该设施的产量翻两番。那么，这样的合作如何影响你未来对制造业重要性的思考，也许是对美国制造业的思考？你对此有何看法？

So, we announced a partnership between NVIDIA and Coherent back in March. We're very grateful for that partnership. That partnership here in Sherman means we're going to double the size of the production facility, but we're actually going to quadruple the output of this facility. So, how does a partnership like this factor into your thinking moving forward on the criticality of manufacturing, maybe US manufacturing? How do you think about that moving forward?

嗯，我们将重新工业化美国。但我们希望在最先进的制造业领域实现工业化，这些领域拥有最高技能的劳动力、最高薪酬的工作，并创造最大的价值。我的意思是，这就是一个完美的例子。

Well, we're going to re-industrialize the United States. But we like to industrialize the United States in the area of manufacturing that's the most advanced, has the highest skilled labor, has the highest paying jobs, produces the greatest value. I mean, this is the perfect example of that.

是的。

Yeah.

所以我们在这里创造的产品是世界上最先进的。我们必须利用这一点。我的意思是，你想想看，Coherent 成立于 20 世纪 70 年代。

And so the type of products we're creating here is the most advanced in the world. And we had to take advantage of the fact. I mean, if you think about it for a second, Coherent was started in the 1970s.

是的，71 年。

Yeah, 71.

71 年。所以换句话说，你们已经存在很长时间了。

71. And so that's another way of saying you've been around a long time.

哦，是的。

Oh, yeah.

而且我们最初是在宾夕法尼亚州萨克森堡成立的一家制造公司。所以我们一直是一家制造公司。

And we were founded as a manufacturing company in Saxonburg, Pennsylvania. So, we've always been a manufacturing company.

制造激光器。

Building lasers.

是的，没错。所以我们一直是一家制造公司。

Yeah, well, yeah. So, we've always been a manufacturing company.

是的，所以经过这么多年，你们已经变得很擅长了。

Yeah, so after all these years, you've gotten good at it.

谢谢。只花了我们 50 年。

Thank you. It only took us 50 years.

什么？

What's that?

只花了我们 50 年。

It only took us 50 years.

是啊，你知道的。这很难。

Yeah, yeah, you know. It's hard.

这很难。正因为如此，经过 50 年，你们已经世界一流了。而令人惊叹的是，50 年后，世界上最先进的磷化铟晶圆厂，6 英寸晶圆厂就在这里。我们将在一年内将其产量翻两番。这说明了什么。花了 50 年才建成 1 倍产能。我们将在一年内建成 4 倍产能。规模扩张是惊人的。这说明了我们对加速计算、对我们正在进行的计算的巨大需求。它给了我们产能。如果不是因为有这么大的市场，如果不是因为美国公司表现如此出色，如果不是因为我们的收入和增长，我们怎么能支持我们在这里进行的投资呢？

It's hard. And because it is. And so after 50 years, you're world-class at it. And here's the amazing thing. After 50 years the most advanced indium phosphide fab, 6-inch fab in the world is right here. And we're going to in 1 year's time quadruple it. That tells you something. It took 50 years to build that 1X. It's going to take us 1 year to build a 4X. The scale-up is incredible. That tells you about the incredible demand that we have for accelerated computing, for the computing that we're doing. And it gives us the capacity. If not for the fact that there's such a large market, if not for the fact that the American companies are doing so well, if not for the fact that we have revenues and the growth, how would we be able to support the investments that we're trying to make right here?

是的。

Yeah.

所以我认为特朗普总统支持能源的倡议，没有能源，我们怎么能建晶圆厂？怎么能建工厂？没有能源，怎么会有经济增长？如果不是因为公司的繁荣和在全球的良好表现，向全球出口，这样我们才能带回税收收入，带回营收，我们怎么能在这里本地投资制造业？

And so I think that President Trump's initiatives on pro-energy, without energy, how can we build fabs? How can we build plants? Without energy, how could there be economic growth? If not for the prosperity of the companies and doing so well around the world, exporting around the world so that we can bring back tax revenue, so that we can bring back revenues, how could we invest in manufacturing here locally?

是的。

Yeah.

那么我们怎么能创造就业？所以那个飞轮对于持续发展非常重要。我认为你承认参议员、卢特尼克部长和特朗普总统的支持是非常好的。我认为这非常棒。

And so how can we create jobs? And so that flywheel is really important to sustain. And I think that it's really great that you acknowledge the support of Senator, Secretary Lutnick and President Trump. I think it's really terrific.

所以谢尔曼不仅是一个扩大美国制造业产能的好例子，也是创造就业的好例子。这个站点达到满负荷时，将支持超过 1000 个直接和间接就业岗位。它将支持超过 550 个直接就业岗位。实际上，你开车进来时可能已经看到了一个很大的“我们正在招聘”的牌子。

So Sherman is a great example of not just expanding US manufacturing capacity but job creation. This site when we get to full capacity it'll support over 1,000 jobs both direct and indirect. It'll support over 550 direct jobs. Actually as you drove in you might have seen that there's a big 'we're hiring' sign.

是的。

Yeah.

大牌子。所以任何需要工作的人，后面就有申请表。请报名。

Big sign. So anybody out there that needs a job, there's applications right in the back there. Please sign in.

我个人申请了。

Applied personally.

这里的生活质量

The quality of life here

这是一个居住的好地方。

It is a great place to live.

我读到过。

That's what I read.

但这是否是一个佐证，证明我们正在谈论的再工业化，即美国工业增长的新时代、由 AI 驱动的制造业增长的新时代？这是否是一个证明点，标志着它的开始？

But is this a proof point of kind of, you know, we're talking about re-industrialization, but like, you know, a new era of industrial growth in the US, a new era of manufacturing growth driven by AI. Is this a proof point of that, a marker of the beginning of that?

你知道，Jim，在过去的一百年里，除了汽车工业，我们真正做过什么制造业？美国制造业已经衰落了一段时间。计算机工业大部分被外包，变成了真正的知识产权工作、信息处理工作。在过去的 50 年里，我们的经济和社区形态发生了巨大变化。我们需要想办法恢复制造业。但如何从根本上恢复那些已经存在了永远的行业的制造业？你和我都是战略家。CEO 是战略家。当我们思考如何进入新市场、推动繁荣、推动增长时，你不能去和那些已经做了 50 或 100 年的人竞争。所以我们需要寻找一个过渡、一个阶段转变、一个新行业，突然之间，大量新技能、新工厂、新公司可以出现。

You know, Jim, in the last hundred years, without the automotive industry, what manufacturing did we really do? The United States has been declining in manufacturing for some time. The computer industry was largely outsourced, and it became really an intellectual property job, an information processing job. Over the last 50 years, our economy and communities have really changed shape. We need to figure out a way to bring back manufacturing. But how do you fundamentally bring back manufacturing for industries that have existed forever? You and I are strategists. CEOs are strategists. When we think about how to enter a new market, drive prosperity, drive growth, you can't go and compete with somebody doing something they've been doing for 50 or 100 years. So we need to look for a transition, a phase shift, a new industry where suddenly a whole bunch of new skills, new factories, new companies that didn't exist before can now exist.

是的。

Yeah.

现在是美国的完美时机。我们将以过去不必要或不足的工厂类型来再工业化美国。看看芯片工厂，全球芯片工厂的数量同时在增长。我们在美国增长的事实并没有剥夺其他人的增长。他们很高兴与我们合作，支持我们在这里的增长。所以我们把芯片工厂带回来，把封装厂和计算机厂带回来。现在是投资再工业化的完美时机，我们正在做的再工业化类型正是正确的类型。

This is the perfect time for the United States. We are going to re-industrialize the United States in precisely the type of plants that were either unnecessary or not enough in the past. If you look at chip plants, the number of chip plants around the world is growing simultaneously everywhere. The fact that we're growing here in the United States doesn't take away from anybody else's growth. They're delighted to partner with us and support our growth here. So we're bringing chip plants back here, we're bringing packaging plants and computer plants. This is the perfect time to invest in re-industrialization, and the type of re-industrialization we're doing is precisely the right type.

当我们展望 10 年后，快进到 10 年后回顾现在，你认为人们会如何评价对 AI 基础设施和美国制造业的投资？10 年后我们会如何看待这一切？是开始的开端吗？

When we think forward 10 years from now, fast forward, 10 years from now we look back at this time, what do you think people will say about the investment in AI infrastructure, the investment in US manufacturing? How will we look at this 10 years from now? The beginning of the start?

10 年后，你会在某个湖上乘船享受生活，而我还在工作。这个设施 10 年后可能会扩大 10 倍。我还会工作。让我们看看。10 年后回顾，我们会意识到几件事，都是我们一直在谈论的。第一，支持能源增长的议程使美国再次经济增长。第二，我坚信我们会回顾并意识到，AI 使我们能够投资可持续能源、升级电网、重建和重组对社会和谐至关重要的劳动力。经济中不能只有信息工作者。你还必须有建设者。不应该只有获得计算机科学博士学位的人才能拥有好工作。如果你愿意动手建造东西，你应该能够创造美好生活、建立家庭并找到繁荣的工作。所以我认为我们想要一个平衡的社会，有建设者、创造者、发明家和艺术家，涵盖整个光谱。

10 years from now you're going to be on a boat on one of those lakes enjoying life, and I'll still be working. This facility may be 10 times larger 10 years from now. I'll still be working. Let's see. 10 years from now we're going to look back and realize a couple of things, all the things we've been talking about. One, the pro-energy growth agenda has enabled the United States to grow the economy again. The second thing is I really believe we are going to look backwards and realize that AI was what made it possible for us to invest in sustainable energy, upgrade our energy grid, bring back and reconstitute a workforce that is essential for social harmony. You can't just have information workers in an economy. You also have to have builders. It should not be the case that the only good jobs are the ones where you get a PhD in computer science. You should be able to create a great life and build a great family and find a really prosperous job if you want to do something with your hands and build something. So I think we want a society that is balanced with people who are builders, creators, inventors, and artists, across the entire spectrum.

是的。

Yeah.

所以我认为未来 10 年我们有机会重塑社区、重塑社会，变得更加平衡。我认为这将带来更多的社会和谐。而且，希望这段被录下来，10 年后我们可能会回顾并说，那次谈话真的激发了它，提醒我们，这个让我们再工业化美国的时刻不仅塑造了经济，也塑造了我们的技术领导力、国家安全、经济，还有我们的社区。

So I think we have an opportunity this next 10 years to go reshape our communities, reshape our society and be much more balanced. I think we're just going to have a lot more social harmony as a result of that. And we might, hopefully this gets recorded, we might look back 10 years and say, that conversation really stirred it and reminded us that this moment that allows us to re-industrialize the United States not only shaped the economy but also shaped our technology leadership, our national security, our economy, and also our communities.

是的，太好了。谢谢你，Jensen。我想讲一个关于上次和 Jensen 一起参加活动的故事。大约一个月前，你和我参加了一个小型晚宴。我和 Jensen 坐在同一张桌子。他坐在我的左边。有一排人等着和 Jensen 合影。没有人为我排队。我的队伍里没有人。但有几个人走过来问：“能拍张照吗？”我很高兴，心想：“天哪，终于有人想和我拍照了。”然后他们把相机递给我说：“不，不，不。你能帮我拍一张和 Jensen 的合影吗？”所以我一直在为你拍照。很高兴帮忙。但嘿，谢谢你和我们在一起。

Yeah, that's great. Thank you, Jensen. I want to tell one story about the last event that I was at with Jensen. This was about a month ago. You and I were at a small dinner. I was sitting at the same table as Jensen. He was sitting to my left. There was a line of people waiting to get their picture taken with Jensen. No line for me. There was nobody in my line. But a couple of people came up and said, 'Can we get a picture?' And I was so happy. I thought, 'God, somebody finally wants a picture with me.' And they hand me the camera and they say, 'No, no, no. Can you get a picture of me with Jensen?' So I was taking pictures for you. So happy to help. But hey, thanks for being with us.

这就是为什么我们是如此好的合作伙伴。

That's why we're such great partners.

谢谢你。谢谢你，Jensen。谢谢。

Thank you. Thank you, Jensen. Thank you.

谢谢。Jim 是我的连接纽带。他把我和其他人联系起来。

Thanks. Jim is my connecting fabric. He connects me with other people.

无论你需要什么。谢谢。嗯，感谢你的合作。我们这样做是因为 Cohere 是一家伟大的公司。我们这样做是因为你在你的领域是世界级的。我们这样做是因为你的工作对我们的未来至关重要，对人工智能的未来至关重要，坦率地说，对美国的再工业化至关重要。

Whatever you need. Thank you. Well, thank you for your partnership. We're doing this because Cohere's a great company. And we're doing this because you're world-class at what you do. And we're doing this because the work that you do is vital to our future, vital to the future of artificial intelligence, and quite frankly, vital to re-industrializing the United States.

所以，我要感谢大家所做的出色工作。我知道你们为这一刻等了大约 50 多年，但这是值得的。

And so, I want to thank all of you for the amazing work that you do. I know that you have to wait about 50-some years for this moment, but it was worth it.

好的。谢谢大家。

All right. Thank you, guys.

谢谢你，Jensen。

Thank you, Jensen.

接下来我们要去外面破土动工。设施的末端是我们将要扩建的地方。所以我们会进行一个简单的铲土奠基仪式。但在此之前，我想请你和我一起在这根钢梁上签名。这根钢梁将用于建设。

So, we're going to go outside next and break ground. At the end of the facility is where we're going to be expanding the facility. So, we'll do a little shovel groundbreaking. But before that, I wanted to ask you if you wouldn't mind signing this beam over here with me. This is a steel beam that'll be used in the construction.

好的。好的。来吧，写点什么。你拿到了吗？哦，我没写上日期。我们说是 6 月 16 日吗？好的。

All right. All right. Okay. Come on, write something. Did you get it? Oh, I didn't get the date. Do we say it's June 16th? All right.

好的。谢谢。非常感谢。

All right. Thank you. Appreciate it.

感谢你今天的光临。

Thank you for coming today.

好的，我想现在我们……

All right, I think now we're...

现在我们要拖慢整个流程了。

Now we're going to hold up the whole process.

是的，我们不会……但现在我们要去外面。我们走到设施后面。进行一个简单的破土仪式，好吗？

Yeah, we're not going to get... But now we'll head outside. We'll walk to the back of the facility. We'll do a little ground breaking, okay?

好的。

Okay. All right.

我们所有人。谢谢大家。

All of us. Thank you, everybody.

请前往出口参加奠基仪式。仪式结束后，已报名参观工厂的嘉宾请返回室内。

Please make your way to the exit for the groundbreaking ceremony. Following the ceremony, guests who have signed up for a factory tour, please return inside.

好的。

Okay.

就这样，好的。哦，是的。

That's like, okay. Oh, yeah.