埃律西昂 发表于 2023-12-9 10:10

英伟达CFO:对所有先进代工选项持开放态度,不会在自有数据中心托管AI foundry服务

本帖最后由 埃律西昂 于 2023-12-9 10:17 编辑

来源: 英伟达CTO出席瑞银全球技术大会记录

Q=瑞银半导体分析师Tim Arcuri

A=英伟达首席财务官Colette Kress


……
Q:
        Great. I thought a really cool announcement last quarter was AI foundry. And can you talk about this? I think you announced it on Azure on the earnings call. And it seems to me to be a pretty big deal where you can reduce the friction for an enterprise to bring their data to you and the enterprise still owns their data. And you're sort of operating in a way that TSMC, they make chips for you. I mean, they bring their data to you and you help them create models with their data. So, can you talk about that and sort of how the early customer feedback has been?
        太好了。我觉得上个季度有一个很酷的消息,那就是AI foundry。你能谈谈这个吗?我想这是你在财报电话会议上宣布将在Azure上推出的。在我看来,这是一笔大交易,你可以减少企业将数据带给你的摩擦,而企业仍然拥有他们的数据。你就像台积电一样,为你制造芯片。我的意思是,他们把数据带给你,你帮助他们用数据创建模型。那么,你能谈谈这一点,以及早期客户的反馈如何吗?
A:
        Yes. It's still in the early days, but it's an important piece. You've characterized it well, even with TSMC. What we did with them was we didn't need to be that full manufacturing owner. We provided the design, they're bringing data together. Look at that from an Azure standpoint, look at that from a large CSP, or a regional CSP could do the same. Create that foundry system that they have created a supercomputer, bringing in their data, that data is owned within there and we can build them all of their AI solutions using our software stack and piece of that.
        It's important way that we think people will absorb AI going forward to have that capability rather than all being both either on-prem or being in the cloud where they do not have that support. So, the support is an important part for them to establish their work.
        是的。虽然还处于早期阶段,但这是很重要的一环。你说得很好,即使是台积电。我们与他们的合作是,我们不需要成为完全的制造所有者。我们提供设计,他们汇集数据。从 Azure 的角度来看,从大型 CSP 或地区性 CSP 的角度来看,也可以这样做。创建代工系统,他们已经创建了一台超级计算机,带来了他们的数据,这些数据归他们所有,我们可以使用我们的软件堆栈和其中的一部分为他们构建所有的人工智能解决方案。
      我们认为,未来人们吸收人工智能的重要方式是拥有这种能力,而不是全部采用内部部署或云计算,因为他们没有这种支持。因此,支持是他们开展工作的重要部分
Q:
        And you see that continuing to be hosted in public cloud. You don't see a scenario where you would ultimately build your own data centers to host that yourself?
      你认为这将继续由公共云托管。你不认为最终会出现建立自己的数据中心来托管的情况吗?
A:
        Yes. We don't have plans for us to be in that business. We love our partnerships that we have around the world with all of the major CSPs, each and every one of them have been tremendous partners with us in terms of their creation of helping the enterprises. That's good for them. Similar to, we're not here to do TSMC's work either. So, that's an important part of why this whole process works. They do that. We've added in terms of the software and support to help them get there, and it's a great partnership.
      是的。我们没有计划涉足这一领域。我们热爱我们与全球所有主要 CSP 的合作关系,在帮助企业创造价值方面,每一家 CSP 都是我们的重要合作伙伴。这对他们来说是件好事。同样,我们也不是来做台积电的工作的。因此,这也是整个过程得以顺利进行的重要原因。他们就是这样做的。我们为他们提供软件和支持,帮助他们实现目标,这是一个很好的合作伙伴关系。
Q:
        And can you talk a little bit about -- obviously, you have a large foundry partner. There are other alternatives that you could use on the foundry side. Is there a scenario where if Intel was -- did build a successful foundry business that -- that's an alternative that you would consider?
      你能不能谈一下 -- 很明显,你有一个大型的代工合作伙伴。在代工方面,你们还有其他选择。如果英特尔建立了成功的代工业务,你们是否会考虑这种替代方案?
A:
        I think there are a lot of great foundry partners. TSMC has been a great one. As you know, we also use Samsung today. Would we love a third one? Sure. We would love a third one. And that takes a work of what are they interested in terms of the services. Keep in mind, there is other ones that may come to the U.S. TSMC in the U.S. may be an option for us as well. Not necessarily different, but again in terms of the different region. Nothing that stops us from potentially adding another foundry.
      我认为有很多优秀的代工合作伙伴。台积电一直是其中的佼佼者。众所周知,我们现在也在使用三星。我们希望有第三个吗?当然,我们希望有第三家。这需要考虑他们对服务的兴趣。美国的台积电可能也是我们的一个选择。不一定是不同的厂商,但是在不同的地区。没有什么能阻止我们潜在地增加另一家代工厂。……

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