Jensen Huang: AI Energy War, US–China Chip Rivalry and Next Revolution｜黃仁勳最新訪談：AI能源戰、美中晶片攻防與下一場工業革命

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黃仁勳最近在華盛頓戰略與國際研究中心舉辦的AI研討會上的這場深度對談中，輝達執行長黃仁勳從「五層 AI 技術堆疊」談起，一路講到能源瓶頸、美中晶片競賽、開源生態、國家安全與再工業化。他直言：沒有能源，就沒有晶片廠、沒有 AI 工廠；沒有開源生態，整個社會就學不會真正用好人工智慧。 影片中，他也解析中國在發電量、基礎建設、機器人與 AI 人才上的優勢，以及美國如何靠技術領先、盟友合作與產業政策守住國家安全。同時，他談到台積電、台灣與韓國在美國再工業化中的關鍵角色，分享機器人＋AI 如何改變製造業，並回答大家最關心的問題：在這場巨變之下，我們的未來，值得樂觀嗎？ 美國總統川普週三（12月3日）在白宮會見了黃，討論出口管制問題。川普晚些時候在橢圓形辦公室舉行的一次活動中，稱讚黃「做得非常出色」。 【註：本訪談內容未採用逐字翻譯，因所涉及的背景材料太多難以字面了解，所以採用基於上下文涵義和有關背景資料意譯，以更為生動形象、簡單易懂的方式解譯內容】 In this in-depth conversation, NVIDIA CEO Jensen Huang breaks down the “five-layer AI stack” – from energy and chips to infrastructure, models and applications – and explains how AI is reshaping every industry. He warns that without enough power, there will be no fabs, no data centers and no “AI factories”, and argues that a healthy open-source ecosystem is essential for startups, researchers and real AI adoption. Huang also analyzes China’s advantages in power generation, infrastructure, robotics and AI talent, and how U.S. leadership, allies and industrial policy connect directly to national security. He highlights the critical role of TSMC, Taiwan and Korea in America’s reindustrialization, and paints a concrete picture of how AI + robotics will transform manufacturing. In the end, he answers the big question: in the middle of this revolution, should we still be optimistic about the future? In this in-depth conversation, NVIDIA CEO Jensen Huang breaks down the “five-layer AI stack” – from energy and chips to infrastructure, models and applications – and explains how AI is reshaping every industry. He warns that without enough power, there will be no fabs, no data centers and no “AI factories”, and argues that a healthy open-source ecosystem is essential for startups, researchers and real AI adoption. Huang also analyzes China’s advantages in power generation, infrastructure, robotics and AI talent, and how U.S. leadership, allies and industrial policy connect directly to national security. He highlights the critical role of TSMC, Taiwan and Korea in America’s reindustrialization, and paints a concrete picture of how AI + robotics will transform manufacturing. In the end, he answers the big question: in the middle of this revolution, should we still be optimistic about the future? #NVIDIA #JensenHuang #AI #ArtificialIntelligence #Semiconductor #USChina #NationalSecurity #IndustrialPolicy #Reindustrialization #Robotics #Energy #DataCenter #TSMC #黃仁勳 #輝達 #人工智慧 #美中競爭 #晶片戰 #國家安全 #再工業化 #機器人 #能源轉型