照片：總統府（Flickr） · CC BY 2.0照片 · CC BY 2.0
QUOTES
观点库
按主题归类。「原话」来自英伟达官方新闻稿或博客里的直接引语；「官方转述」是英伟达账号对他观点的概括，不是逐字引语。
AI 需求与「算力即营收」
AI 已经到了拐点。它在做有用的工作，它的 token 有生产力、能赚钱。现在，算力就是营收。
“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”
AI 工厂的建设是人类历史上规模最大的基础设施扩张，正以非凡的速度加速。
“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed.”
Blackwell 的销量爆表，云端 GPU 已售罄。
“Blackwell sales are off the charts, and cloud GPUs are sold out.”
推理与 token 成本
配 NVLink 的 Grace Blackwell 是当今的推理之王，每个 token 的成本低一个数量级；Vera Rubin 会把这种领先进一步扩大。
“Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further.”
土地、电力与 AI 基础设施
AI 正在成为基础设施，是各行各业智能的基础；在 AI 时代，土地、电力和厂房变得至关重要。
“AI is becoming infrastructure – the foundation for intelligence in every industry – and land, power and shell have become vital in the age of AI.”
工业 AI 与欧洲
这些知识属于你们，无法被取代。AI 只能增强你们的能力，不会取代。
“That knowledge belongs to you. It cannot be replaced. AI can only augment your capability, it will not replace your capability.”
这场工业革命如此强大。
“This industrial revolution is so mighty, so powerful.”
开放模型
整个行业都会建立在开放模型之上，开发者需要有构建它们的自由。（@nvidia 对黄仁勋观点的转述）
“Entire industries will be built on open models. Developers need the freedom to build them.”
个人电脑与端侧 AI
RTX Spark 把英伟达 AI、RTX 图形和 CUDA 与微软 Windows 结合在同一台 PC 上，用来创作、玩游戏和运行个人 AI 智能体。
“RTX Spark brings the power of NVIDIA AI, RTX graphics and CUDA together with Microsoft Windows in one PC for creating, gaming and running personal AI agents.”
访谈（待补）
BG2 播客第三次访谈，话题包括：AI 实验室之外的机会、软件如何让 GPU 持续赚钱多年、用电力和资本回报评估 AI 基础设施。只有话题列表，逐字稿待补。
“Jensen talks: NVIDIA’s opportunity beyond AI labs; How software keeps GPUs earning for years; Evaluating AI infrastructure by returns on power and capital”