Certainly! Here's the translated text in simplified Chinese while keeping the HTML structure intact: ```html AI: Nvidia 的强大软件壕沟。RTZ#445 ``` This HTML snippet maintains the structure while presenting the simplified Chinese translation of the text "AI: Nvidia’s formidable Software Moat. RTZ #445".

Certainly! Here's the translation of the text into simplified Chinese, keeping the HTML structure intact: ```html … 不仅仅是在这个人工智能科技浪潮中的一家‘芯片’公司 ``` This translation preserves the original meaning while adhering to the structure suitable for HTML content.

Certainly! Here's how you could structure it in HTML with the simplified Chinese translation: ```html

The Bigger Picture, Sunday August 11, 2024

大局观, 2024年8月11日星期日

``` In this HTML structure: - `` specifies the language as Simplified Chinese. - `` tag reflects the translated title. - `<h1>` tag inside the `<header>` section contains the translated text for "The Bigger Picture, Sunday August 11, 2024".<figure class="nh ni nj nk nl nm ne nf paragraph-image"><div class="ne nf ng"><picture><img alt="" class="bg lm nn c" width="500" height="281" loading="eager" role="presentation" src="/posts/0%24gioZqJPLuMTaLW6V.gif"></picture></div></figure><p>Sure, here is the HTML structure with the text translated into simplified Chinese: ```html </p> <p>在最近的人工智能投资会议上,有人问我为什么英伟达不仅仅是一家‘芯片’公司。是的,他们是一家‘人工智能’芯片公司,但无论如何也是一家‘芯片’公司。</p> ``` In simplified Chinese: 在最近的人工智能投资会议上,有人问我为什么英伟达不仅仅是一家‘芯片’公司。是的,他们是一家‘人工智能’芯片公司,但无论如何也是一家‘芯片’公司。<p>Sure, here is the translated text in simplified Chinese, keeping the HTML structure: ```html </p> <p>为什么它应该成为一个几乎三万亿市值的公司,拥有软件般的利润率,却没有明显和可防御的“护城河”。</p> ``` This translates to: "为什么它应该成为一个几乎三万亿市值的公司,拥有软件般的利润率,却没有明显和可防御的‘护城河’。”<p>Sure, here's the translated text in simplified Chinese while keeping the HTML structure: ```html </p> <p>我解释说,Nvidia是一家拥有强大“护城河”的公司,里面还有飞龙。</p> ``` In this HTML snippet: - `<p>` denotes a paragraph tag for structuring the text. - The Chinese text translates the original English sentence directly, conveying the meaning of Nvidia being a company with a strong competitive advantage ("moat"), metaphorically guarded by flying dragons.</p> <p>Sure, here is the translated text in simplified Chinese, while keeping the HTML structure intact: ```html </p> <p>在跟踪科技公司超过三十年,经历了至少半打技术浪潮之后,我认为在这个人工智能技术浪潮中,英伟达是其中一家最强大的‘软件’公司,拥有令人印象深刻的‘护城河’。到目前为止,这是我见过的。而且,它越来越不仅仅是一家‘芯片’公司,软件至少是其最难以逾越的‘护城河’之一。这是‘更大的画面’,我想在本周日解释一下。</p> ``` This HTML snippet includes the translated text in simplified Chinese within a paragraph (`<p>` tag), suitable for integration into an HTML document while preserving the structure.</p> <p>Here's the HTML structure with the simplified Chinese translation included: ```html </p> <p>首先,让我将“只是一个芯片公司”的部分放在上下文中。你看,在大多数之前的技术浪潮中,硬件公司,可能是芯片、存储、网络、计算机等,处于技术堆栈的较低部分。你可以看到下面的技术堆栈图表。这是上世纪80年代的PC技术堆栈:</p> ``` In this HTML snippet: - `<p>` is used for paragraph structure. - The text is translated into simplified Chinese and placed within the `</p> <p>` tags.</p> <figure class="nh ni nj nk nl nm ne nf paragraph-image"><div role="button" tabindex="0" class="nq nr fi ns bg nt"><div class="ne nf np"><picture><img alt="" class="bg lm nn c" width="700" height="453" loading="lazy" role="presentation" src="/posts/0%24QndrgIfJwYyH0AMv.jpeg"></picture></div></div></figure><p>Certainly! Here's the text translated into simplified Chinese while keeping the HTML structure: ```html <span>和上世纪九十年代的互联网技术价值链:</span> ``` This HTML snippet will display the translated text "和上世纪九十年代的互联网技术价值链:" in simplified Chinese.</p> <figure class="nh ni nj nk nl nm ne nf paragraph-image"><div role="button" tabindex="0" class="nq nr fi ns bg nt"><div class="ne nf nu"><picture><img alt="" class="bg lm nn c" width="700" height="453" loading="lazy" role="presentation" src="/posts/0%24hYW-40-fFGXdN4z4.jpeg"></picture></div></div></figure><p>Sure, here's the translated text in simplified Chinese while keeping the HTML structure: ```html </p> <p>这些部分最容易商品化,利润率较低,随着科技浪潮的兴起迅速增长(左侧的‘Y’轴)。</p> ``` In this HTML snippet, the translated Chinese text replaces the original English text while maintaining the HTML paragraph structure `<p>...</p>`.<p>Certainly! Here's the translated text in simplified Chinese, keeping the HTML structure: ```html 尤其是在科技浪潮饱和点上。但在这场AI科技浪潮中,除了在下面的技术堆栈图表中起步外,英伟达还设法获得超过80%的利润率,与大多数盈利最丰厚的软件公司相似,通常坐落在图表右上方的第6格。 ``` This HTML structure ensures that the text is displayed correctly with its formatting maintained.</p> <figure class="nh ni nj nk nl nm ne nf paragraph-image"><div role="button" tabindex="0" class="nq nr fi ns bg nt"><div class="ne nf nv"><picture><img alt="" class="bg lm nn c" width="700" height="541" loading="lazy" role="presentation" src="/posts/0%2406ogi4ks-XyPQMJ3.png"></picture></div></div></figure><p>Sure, here's how you can structure the HTML with the translated text in simplified Chinese: ```html </p> <p>而英伟达在“颠倒”的超越成功背后的秘密,是其创始人兼CEO黄仁勋设计并执行了一项精彩的AI加速计算战略,这个战略基于软件和硬件一样重要。2012年,黄仁勋看准了“卷积神经网络”(如Alexnet)的潜力,AI终于可以通过GPU在数百万张图片中找到“猫”。</p> ``` In this HTML snippet: - `<p>` tags are used to enclose the paragraph of text. - The Chinese text is inserted directly inside the `</p> <p>` tags. Make sure your HTML document is correctly structured with ``, `</p>`, and `` tags surrounding this content for a complete web page.<figure class="nh ni nj nk nl nm ne nf paragraph-image"><div role="button" tabindex="0" class="nq nr fi ns bg nt"><div class="ne nf nw"><picture><img alt="" class="bg lm nn c" width="700" height="326" loading="lazy" role="presentation" src="/posts/0%24Z9YAFIGNBXxVVS6c.jpeg"></picture></div></div></figure><p>Sure, here's how you could translate that sentence into simplified Chinese while maintaining the HTML structure: ```html <span>And going ‘all-in’ with Nvidia, with increasing ‘bets’ over the next dozen years.</span> ``` Translation in simplified Chinese: ```html <span>全力支持 Nvidia,并在接下来的十几年里增加投入。</span> ``` This HTML structure ensures the translation is integrated into an HTML document while keeping the text and formatting intact.</p> <p>Sure, here's the translation of the provided English text into simplified Chinese while keeping the HTML structure intact: ```html 所有这些都用于其行业领先的人工智能GPU芯片、人工智能数据中心集群以及相关的网络和其他人工智能硬件和软件基础设施。而其中大部分软件是‘开源’的,并且是公司关键的‘护城河’之一。 ``` This HTML structure can be directly embedded into a webpage or document where Chinese text is supported.</p> <p>To translate the given English text into simplified Chinese while maintaining the HTML structure, you would write: ```html </p> <p>The WSJ in a piece by Christopher Mims, explains the current state of play here for Nvidia in “Why Every Big Tech Company Has Failed to Dethrone Nvidia as King of AI”. It calls Nvidia’s software ‘moat’, its ‘walled garden’, but that’s a ‘Rose by any name’:</p> ``` And the translated text in simplified Chinese would be: ```html <p>《华尔街日报》(WSJ)在克里斯托弗·米姆斯(Christopher Mims)的一篇文章中,解释了Nvidia在“为什么每个大科技公司都未能推翻Nvidia成为AI之王”的现状。文章称Nvidia的软件为‘护城河’,是其‘封闭花园’,但这只是‘不管叫什么名字的玫瑰’:</p> ``` This translation preserves the HTML tags while accurately conveying the meaning of the original English text in simplified Chinese.<p>Certainly! Here's the translated text in simplified Chinese, keeping the HTML structure: ```html </p> <p>Nvidia,就像苹果一样,表明如果你想成为一个巨人,你在软件方面必须和在硬件方面一样出色。</p> ``` This HTML snippet contains the translated text in simplified Chinese, maintaining the structure for web content.<p>Sure, here is the translated text in simplified Chinese while keeping the HTML structure intact: ```html </p> <p>Nvidia 以构建人工智能芯片而闻名,但其最重要的建设是一个业务堡垒,它可以留住客户,拒之门外竞争对手。这道屏障既由软件构成,也由硅构成。</p> ``` Translated text: ```html <p>Nvidia 以构建人工智能芯片而闻名,但其最重要的建设是一个业务堡垒,它可以留住客户,拒之门外竞争对手。这道屏障既由软件构成,也由硅构成。</p> ```<figure class="nh ni nj nk nl nm ne nf paragraph-image"><div class="ne nf nx"><picture><img alt="" class="bg lm nn c" width="700" height="467" loading="lazy" role="presentation" src="/posts/0%24BioqSCnIltucJRdx.jpeg"></picture></div></figure><p>Certainly! Here's the HTML structure with the translated text in simplified Chinese: ```html </p> <p>在过去的二十年里,Nvidia 创造了在科技界被称为“围墙花园”的东西,类似于苹果创造的那种。虽然苹果的软件和服务生态系统面向消费者,但Nvidia 的长期关注点一直是那些利用其芯片构建人工智能系统和其他软件的开发者。</p> ``` In simplified Chinese: ```html <p>在过去的二十年里,Nvidia 创造了在科技界被称为“围墙花园”的东西,类似于苹果创造的那种。虽然苹果的软件和服务生态系统面向消费者,但Nvidia 的长期关注点一直是那些利用其芯片构建人工智能系统和其他软件的开发者。</p> ```<p>Certainly! Here's the translated text in simplified Chinese, maintaining the HTML structure: ```html </p> <p>Nvidia的封闭式生态系统解释了为什么尽管面临来自其他芯片制造商甚至像谷歌和亚马逊这样的科技巨头的竞争,Nvidia在未来几年内极不可能失去重要的人工智能市场份额。</p> ``` This HTML snippet represents the translated text: "Nvidia’s walled garden explains why, despite competition from other chip makers and even tech giants like Google and Amazon, Nvidia is highly unlikely to lose meaningful AI market share in the next few years."<p>Sure, here is the text translated into simplified Chinese while keeping the HTML structure: ```html </p> <p>这也解释了为什么从长远来看,Nvidia现在主导的领土争夺战可能会集中在公司的编码能力上,而不仅仅是其电路设计 — 以及为什么其竞争对手正在竞相开发能够绕过Nvidia保护壁的软件。</p> ``` In Chinese characters: “这也解释了为什么从长远来看,Nvidia现在主导的领土争夺战可能会集中在公司的编码能力上,而不仅仅是其电路设计 — 以及为什么其竞争对手正在竞相开发能够绕过Nvidia保护壁的软件。”<p>Certainly! Here's the translation of "And then it goes into Nvidia’s software ‘moat’:" in simplified Chinese, while keeping the HTML structure intact: ```html <span>然后它进入了Nvidia的软件‘护城河’:</span> ```</p> <p>Certainly! Here's how you can structure the HTML to display the translated text in simplified Chinese: ```html </p> <meta charset="UTF-8"> <title>Translated Text

理解Nvidia封闭式生态系统的关键在于一个名为CUDA的软件平台。该平台于2007年推出,当时它解决了一个尚未出现的问题:如何利用Nvidia专门设计用于3D图形和视频游戏等高负荷应用的芯片来运行非图形软件,如加密算法和加密货币挖掘。

``` This HTML structure sets the document type, specifies the language as simplified Chinese (`zh-CN`), and encodes the content in UTF-8 to support Chinese characters. The translated text has been placed inside a `

` tag for paragraph formatting.

Sure, here's the text translated into simplified Chinese while keeping the HTML structure intact: ```html CUDA支持各种其他计算功能在那些芯片上运行,这些芯片被称为图形处理单元,或者GPU。CUDA让英伟达的芯片能够运行包括人工智能软件在内的各种应用程序,而人工智能软件在近年来蓬勃发展,使得英伟达成为全球最有价值的公司之一。 ``` This translation maintains the original meaning while expressing it in simplified Chinese.

Certainly! Here's the translated text in simplified Chinese, keeping the HTML structure intact: ```html 但是《华尔街日报》的文章进一步讨论了软件的“护城河”,超越了CUDA,数百个开源软件“内核”涵盖了从医疗保健到制造业再到机器人技术等几十个垂直应用领域。 ``` This translation maintains the structure while expressing the original meaning in simplified Chinese.

Sure, here is the translated text in simplified Chinese, keeping the HTML structure intact: ```html

此外,这一点至关重要,CUDA 只是一个开始。多年来,Nvidia 不断响应软件开发者的需求,推出了各种专门的代码库,使得大量任务可以在其GPU上执行,速度远远超过由英特尔和AMD制造的传统通用处理器所能达到的速度。

``` This HTML snippet contains the translated text in simplified Chinese.

Sure, here's the translation of the provided text into simplified Chinese, while keeping the HTML structure intact: ```html

看下面的图表,有助于更好理解英伟达软件“护城河”的含义。或者,我喜欢把英伟达想象成正在迅速成为人工智能行业的操作系统(即 OS)。英伟达为来自众多行业的第三方所提供的硬件和软件之间的“粘性物质”,在人工智能时代初期就像 MS-DOS 一样重要。

``` This HTML structure ensures that the translated Chinese text is presented clearly and maintains the intended formatting.

Certainly! Here's the translated text in simplified Chinese, keeping the HTML structure intact: ```html

英伟达软件平台的重要性解释了为什么多年来,英伟达的软件工程师人数超过硬件工程师。英伟达首席执行官黄仁勋最近称其公司强调硬件和软件结合为“全栈计算”,这意味着英伟达从芯片到用于构建人工智能的软件都在制造。

``` This HTML structure ensures that the Chinese text is presented in a readable and semantically correct format.

Certainly! Here's the translated text in simplified Chinese, keeping the HTML structure: ```html

每当竞争对手宣布推出旨在与Nvidia竞争的AI芯片时,它将面对Nvidia客户已使用超过15年来编写大量代码的系统。这些软件可能难以迁移到竞争对手的系统。

``` This HTML structure preserves the paragraph format while providing the translated text in simplified Chinese.

Sure, here's the text translated into simplified Chinese while maintaining the HTML structure: ```html

这里是其软件“护城河”的维度……他们的AI“加速计算”操作系统背后的真正令人印象深刻的数字:

``` This HTML snippet will display the translated text in simplified Chinese format.

Certainly! Here's how you can structure the HTML to display the translated text in simplified Chinese: ```html

在其六月份的股东大会上,Nvidia 宣布 CUDA 现在包括超过 300 个代码库和 600 个 AI 模型,并支持 3,700 个 GPU 加速应用程序,这些应用程序由超过五百万开发者在大约 40,000 家公司中使用。

``` In this HTML snippet: - `

` tags are used to enclose the translated text, indicating it as a paragraph. - The translated text is directly placed within the `

` tags, ensuring it appears as a paragraph on the webpage. Make sure to replace the existing English text with this HTML snippet to display the translated text properly on your webpage.

Sure, here's how you could structure that sentence in HTML with the translated text: ```html

文章随后详细探讨了大大小小的科技、硬件和软件公司的努力,它们正竞相开发机制以渗透Nvidia新兴的人工智能操作系统。整篇文章都值得阅读,以了解背景。

``` In simplified Chinese: ```html

文章随后详细探讨了大大小小的科技、硬件和软件公司的努力,它们正竞相开发机制以渗透Nvidia新兴的人工智能操作系统。整篇文章都值得阅读,以了解背景。

``` This HTML structure ensures that the translated Chinese text maintains its integrity and readability in web content.

Sure, here is the HTML structure with the translated text in simplified Chinese: ```html

但正如我之前在帖子中表达的那样,英伟达的黄仁勋已经在人工智能领域打了十多年的“长期游戏”。他在2017年8名谷歌工程师发表开创性的“注意力是一切所需”的人工智能论文之前,就已经提出了“人工智能吞噬软件吞噬世界”的观点。这促使了整个LLM人工智能/生成式人工智能的发展,并使得OpenAI能够开发所有开创性的“GPT模型”中“T”代表的“变压器”。

``` This HTML snippet maintains the structure while presenting the translated text in simplified Chinese as requested.

Sure, here's the translation of the text into simplified Chinese, keeping the HTML structure intact: ```html

那时达到巅峰的是GPT-4 Omni,目前领先的人工智能模型,为期待已久的可能带有“草莓”风味的GPT-5铺平了道路。

``` This HTML structure includes a paragraph (`

`) tag with the translated text inside.

Sure, here's the translated text in simplified Chinese while keeping the HTML structure intact: ```html 而且,英伟达从一开始就在与OpenAI、微软、谷歌及其他许多公司合作,共同推动AI“Transformer”软件革命,不仅仅局限于‘芯片’的角色。 ```

Sure, here's the translated text in simplified Chinese while keeping the HTML structure intact: ```html

我已经写过他们的AI“加速计算”路线图,这超越了摩尔定律的计算加速。并讨论了他们详细的产品概述,其“AI推理游戏计划”,以及即将到来的“AI工厂”,这些工厂将真正将AI数据中心提升到AI计算的新水平。所以,是的,Nvidia是一家真正的AI硬件和软件巨头。尽管他们最近的下一代Blackwell技术延迟。

``` This HTML snippet contains the translated text in simplified Chinese, structured in a paragraph (`

` tag).

Sure, here's the HTML structure with the translated text in simplified Chinese: ```html

回到开头的问题,“为什么英伟达不仅仅是一家‘芯片’公司”,我想补充说,除了其游戏 GPU 芯片外,如今的英伟达并不单独销售其 AI GPU 芯片。客户购买它们作为 AI 数据中心的“超级集群”,一次性购买数以万计、十万计,甚至很快将达到百万级别的 AI GPU。这些设备由定制的以及越来越多采用的行业标准的‘连接线’完全连接在一起,这本身就将带来数十亿美元的额外收入。

``` In the above HTML snippet: - `

` tags are used to encapsulate the translated text, representing a paragraph. - The Chinese text is enclosed within the paragraph tags (`

` and `

`). - The translation maintains the original structure and meaning of the English text in simplified Chinese.

Sure, here's the translated text in simplified Chinese while keeping the HTML structure intact: ```html

Nvidia销售整套系统,远远超过IBM鼎盛时期的规模。越来越多地,Nvidia通过其AI云数据中心合作伙伴(如亚马逊AWS、微软Azure、谷歌云、甲骨文云、CoreWeave等)直接和间接地“租赁”其系统。通过其DGX(如上所述)等品牌,以及即将推出的NIMs(Nvidia推理微服务)、NeMo和其他产品。提供空冷或液冷选项。这就是额外的内容。

``` This HTML structure maintains the paragraph formatting and inserts the translated text within the `

` (paragraph) tags.

Sure, here's how you could structure the HTML and translate the text into simplified Chinese: ```html

And with the interconnecting open source Software, they have a moat to beat most moats. And it’s far from being ‘just a chip’ company.

``` Translated into simplified Chinese: ```html

通过互联的开源软件,它们拥有了打败大多数壕沟的壕沟。它远非仅仅是一家芯片公司。

``` In the translated version: - "interconnecting open source Software" is translated as "互联的开源软件", emphasizing the interconnected nature and openness of the software. - "moat to beat most moats" is translated as "打败大多数壕沟的壕沟", using a metaphor to convey a strong competitive advantage. - "far from being ‘just a chip’ company" is translated as "远非仅仅是一家芯片公司", highlighting that the company is more than just focused on chip manufacturing.

Certainly! Here's the translated text in simplified Chinese while keeping the HTML structure intact: ```html

这是一家人工智能操作系统公司。是人工智能时代的“Wintel”。硬件赋能软件,颠覆传统。不同于个人电脑时代的两家公司(微软和英特尔),这是一家集一体的公司。

``` This HTML structure contains the translated text wrapped in a `

` (paragraph) tag, ensuring the content remains organized within a web page or document.

Sure, here's the HTML structure with the translated text in simplified Chinese: ```html

只有这一次,软件是开源的,而且越来越成为已经显现的利润喷泉的隐形关键。随着时间的推移,这种可能性也越来越可持续。

``` In simplified Chinese: ```html

只有这一次,软件是开源的,而且越来越成为已经显现的利润喷泉的隐形关键。随着时间的推移,这种可能性也越来越可持续。

``` This HTML snippet retains the structure while providing the translated text in simplified Chinese.

Certainly! Here's the translation of "All while this AI Tech Wave is barely getting started" into simplified Chinese, while maintaining the HTML structure: ```html 在这人工智能技术浪潮刚刚开始的时候。 ```

Sure, here's the text translated into simplified Chinese while keeping the HTML structure: ```html

在我职业技术生涯长达三十年的任何技术浪潮中,我从未见过像这样的操作系统动态。

``` In this HTML snippet: - `

` denotes a paragraph tag in HTML, used to structure text content. - The Chinese text inside the `

` tags translates to: "在我职业技术生涯长达三十年的任何技术浪潮中,我从未见过像这样的操作系统动态。"

以下仅因这些原因,英伟达也被列入了我在这场人工智能科技浪潮中的“预测名单”,和我之前讨论过的谷歌和苹果一样。这些公司拥有细致的商业模式,其各个部分的综合使它们长期处于人工智能科技浪潮的领先地位。

Sure, here's the translation in simplified Chinese while keeping the HTML structure: ```html

这就是本周日的“更大的画面”。请继续关注。

``` In this translation: - "这就是" translates to "That's". - "本周日" translates to "this Sunday". - "更大的画面" translates to "the Bigger Picture". - "请继续关注" translates to "Stay tuned".

Certainly! Here's the translated text in simplified Chinese, while keeping the HTML structure intact: ```html

(注意:这里的讨论仅供信息目的,并且在任何时候都不应视为投资建议。感谢您加入我们这里)

``` This HTML snippet preserves the structure while providing the simplified Chinese translation of the text.

Sure, here's the translated text in simplified Chinese: (您也可以免费订阅我的Substack通讯“AI:重置为零”,获取更多类似内容。)

2024-08-13 04:46:10 AI中文站翻译自原文