夜雨聆风这几天被英伟达创始人黄仁勋的新闻刷屏了，恰巧刷到了他最近在卡内基梅隆大学的演讲。这不仅仅是一篇可以学习的英文文稿，还是一个给AI时代迷茫的人的行动手册。
这里面最核心的观点是：AI 未必会取代你，但比你更会用 AI 的人，很可能会取代你。
接下来，大家一起来学习！文章有点长，可以先收藏~
President Jehanian, members of the Board of Trustees, faculty, distinguished guests, proud parents and families, and above all, the Carnegie Mellon Class of 2026!
吉哈尼亚校长、校董会成员、全体教职员工、各位贵宾、自豪的家长及各位家属，以及最为重要的各位——卡内基梅隆大学2026届毕业生们！
Thank you for this extraordinary honor.
感谢大家给予我这份至高殊荣。
It is deeply meaningful to be here with Carnegie Mellon, one of the world's great universities and one of the rare places that invents the future.
能够来到卡内基梅隆大学，我深感意义非凡。这所世界顶尖学府，也是全球为数不多开创未来的殿堂。
Today is a day of pride and joy.
今天是荣耀与喜悦并存的日子。
A dream come true for you, but not only for you.
你们梦想成真，但这份圆满并不只属于你们自己。
Your families, teachers, mentors, and friends helped carry you to this moment.
你们的家人、老师、导师与朋友，一路扶持陪伴你们走到此刻。
Before we talk about the future, thank them.
在我们畅谈未来之前，请向他们表达谢意。
This day belongs to them too.
这一天的荣光，同样属于他们。
Graduates, please stand up.
各位毕业生，请起立。
Stand with me.
请和我一同起身。
Come on, you guys.
来吧，同学们。
Especially, turn to your mothers and wish them a happy Mother's Day.
尤其请转向你们的母亲，祝她们母亲节快乐。
For you, this is another step in your life.
对你们而言，毕业只是人生的又一段征程。
But for her, this is a dream come true.
但对母亲而言，这是她一生心愿的圆满。
Please sit down.
请大家落座。
CMU students, like robots, take instructions one at a time.
卡内基梅隆的学生，就像机器人一样，会认真遵从每一项指令。
To see your graduate, to see you... Okay, everybody, I have something important to tell you.
我有一些重要的话想对大家说。
To see you graduate from one of the world's great institutions, this is her moment too.
见证你们从世界顶尖学府毕业，这一刻，也是属于母亲的高光时刻。
My mom and dad are deeply proud of me as well.
我的父母也为我倍感骄傲。
My journey is their journey.
我的人生旅程，亦是他们的人生旅程。
I am their dream come true.
我，就是他们梦想的实现。
And their dream was the American dream.
而他们的梦想，正是美国梦。
Like many in this audience, I'm a first generation immigrant.
和在场许多人一样，我是第一代移民。
My father had a dream to raise his family in America.
我的父亲心怀一个梦想：在美国安家立业、抚育家人。
When I was nine years old, he sent my older brother and me to the United States.
在我九岁那年，父亲把我和哥哥送到了美国。
We ended up at a Baptist boarding school in Oneida, Kentucky, coal country, a town of a few hundred people.
我们最终进入肯塔基州奥奈达市的一所浸会寄宿学校，那里是煤炭之乡，整座小镇仅有几百名居民。
Two years later, my parents left everything behind to join us.
两年后，我的父母放下了所有一切，来到美国与我们团聚。
They came with little to nothing.
他们初来乍到，几乎一无所有。
My father was a chemical engineer.
我的父亲是一名化学工程师。
My mother worked as a maid at a Catholic school.
我的母亲在一所天主教学校做女佣。
She woke me up at 4 a.m. in the morning to deliver newspapers.
她每天凌晨四点叫醒我，让我出门送报纸补贴家用。
My older brother got me a job as a dishwasher at Denny's, which, at the time, felt like a major career step up.
我的哥哥帮我找了一份丹尼连锁餐厅洗碗的工作，在当时的我看来，这简直是职业生涯的一大跃升。
That was my view of America.
那就是我最初眼中的美国。
Not easy, but full of opportunity.
初来乍到的生活并不容易，却充满机遇。
Not a guarantee, but a chance.
成功从不是必然，但它总会给予人希望与机会。
My parents came here because they believed America could give their children a chance.
我的父母远赴重洋来到这里，只因他们相信美国能给孩子们一个圆梦的机会。
How can we not be romantic about America?
这样的美国，怎能不让人心怀向往？
I went to Oregon State University.
我就读于俄勒冈州立大学。
I met my wife, Lori, when I was 17 years old.
我在17岁时遇见了我的妻子洛里。
I was the youngest kid in college.
那时我是全校年纪最小的学生。
We were sophomore lab partners.
我们大二时是实验课搭档。
She was 19.
当时她19岁。
An older woman.
算是比我年长的学姐。
I beat out 250 other boys in class and won her over.
我在班里胜过其他250名男生，赢得了她的芳心。
We've now been married for 40 years.
如今，我们已经结婚40年了。
We have two amazing children, both working at NVIDIA.
我们有两个优秀的孩子，如今都在英伟达公司工作。
When I was 30, I started NVIDIA with Chris Malachowsky and Curtis Priem, two amazing computer scientists.
我30岁时，与两位杰出的计算机科学家克里斯·马拉乔夫斯基、柯蒂斯·普林共同创立了英伟达。
We wanted to build a new kind of computer, one that could solve problems ordinary computers could not.
我们想要制造一种全新的计算机，能够攻克普通计算机无法解决的难题。
We had absolutely no idea how to build a company, raise money, or run NVIDIA.
那时我们完全不懂如何创业、如何融资，也不懂如何运营一家公司。
I just thought, how hard could it be?
我当时只是心想：这能有多难呢？
It turns out, it is super hard.
后来才发现，真的难上加难。
Our first technology didn't even work.
我们研发的第一代技术甚至完全无法投入使用。
We nearly ran out of money.
公司当时几乎耗尽了所有资金。
At one point, I had to fly to Japan and explain to Sega's CEO that the technology they contracted us to build would not work.
有一次，我不得不飞往日本，向世嘉公司总裁坦白，我们受托研发的技术无法落地交付。
Asked to be released from a contract we could not complete.
我们请求解除这份无力完成的合约。
And then asked that they still pay us.
同时恳请对方依旧按合约支付款项。
Without the money, NVIDIA would vaporize.
如果没有这笔钱，英伟达将会彻底倒闭。
It was embarrassing, humiliating, and one of the hardest things I have ever done.
那是一段无比难堪、倍感屈辱的经历，也是我人生中最难熬的时刻之一。
And SEGA's CEO, Irimajiri-san, said yes.
而世嘉时任总裁入交先生，最终答应了我们的请求。
I learned early that being CEO is not about power, but the responsibility that comes with keeping the company alive.
我很早就明白，担任首席执行官不在于手握权力，而在于肩负维系企业生存的责任。
And that honesty and humility can be met with generosity and kindness, even in business.
同时我也懂得，即便在商界，坦诚与谦逊也能换来他人的宽容与善意。
We used the money to reset the company, and out of desperation, we invented new ways of designing chips and computers that we still use today.
我们用这笔资金重整公司，在绝境之中摸索出全新的芯片与计算机设计思路，这套方法我们沿用至今。
For 33 years, NVIDIA had reinvented itself over and over again, each time asking, how hard can it be?
33年来，英伟达不断自我革新。每一次突破前，我们都会自问：这能有多难？
And each time learning, it's harder than we thought.
而每一次经历都让我们明白：现实远比想象更艰难。
But through those experiences, we learn never to see failure as the opposite of success.
但经由这些经历，我们学会永远不要把失败看作成功的对立面。
Each failure is just another learning moment, a humility moment, a character strengthening moment.
每一次失败，都是一次学习、一次沉淀、一次磨砺心性的契机。
The resilience forged through setbacks is what gives you the strength to go again.
在挫折中淬炼出的韧性，会赋予你重新出发的力量。
Today, I am one of the longest-serving CEOs in technology.
如今，我已是科技行业在位时间最久的首席执行官之一。
NVIDIA, the body of work I share with 45,000 extraordinary colleagues, is my life's work.
英伟达，是我与4.5万名优秀同仁共同铸就的事业，也是我毕生的心血。
Now it's your time to realize your dreams.
现在，轮到你们去追逐梦想、成就自我了。
And the timing could not be more perfect.
而你们恰逢其时，时机无可复刻。
My career started at the beginning of the PC revolution.
我的职业生涯，起步于个人电脑革命的开端。
Your career starts at the beginning of the AI revolution.
而你们的职业生涯，启航于人工智能革命的起点。
I cannot imagine a more exciting time to work, to begin your life's work.
我无法想象，还有比当下更振奋人心、更适合开启事业的时代。
AI started right here at Carnegie Mellon.
人工智能，正是诞生于卡内基梅隆大学此地。
I've heard countless AI jokes in the last 24 hours here at Carnegie Mellon.
过去24小时在校园里，我听到了无数关于人工智能的趣味调侃。
**Carnegie Mellon is one of the true birthplaces of artificial intelligence and robotics.**
卡内基梅隆大学是人工智能与机器人技术真正的发源地之一。
In the 1950s, researchers here created the Logic Theorist, widely recognized and considered the first AI computer program.
上世纪50年代，本校研究者研发出「逻辑理论家」程序，被公认为全球首款人工智能计算机程序。
In 1979, Carnegie Mellon founded the Robotics Institute.
1979年，卡内基梅隆大学成立了机器人研究所。
This morning, I visited.
今天上午，我前去参观了这里。
This morning I visited with Robo Club, the first academic institute devoted entirely to robotics.
今早我拜访了机器人社团，这里也是全球首个专门深耕机器人领域的学术机构。
Artificial intelligence has gone on now to reinvent computing completely.
如今，人工智能已经彻底重塑了整个计算行业。
I have lived through every major computing platform shift.
我亲历了计算机行业每一次重大的平台变革。
Mainframes, PCs, the internet, mobile, and cloud.
大型主机、个人电脑、互联网、移动互联网与云计算，我皆亲身见证。
Each wave built on the one before.
每一次技术浪潮，都建立在前一代的基础之上。
Each expanded access, each transformed industries and society, but what is about to happen now is bigger than anything before.
每一次变革都拓宽了技术普及边界、重塑了行业与社会，但当下即将到来的变革，规模远超以往任何一次。
Computing is undergoing a complete reset, not since modern computing was first invented.
计算机行业正经历自现代计算机诞生以来，前所未有的彻底重构。
For 60 years, computing worked the same way.
六十年来，计算机的运行模式始终一成不变。
Humans wrote software, computers executed instructions, that paradigm is over.
人类编写软件、计算机执行指令——这种传统模式已然终结。
Artificial intelligence has reinvented computing, from human coding to machine learning, from software running on CPUs to neural networks running on GPUs, and from following instructions to understanding, reasoning, planning, and using tools.
人工智能重塑了计算逻辑：从人工编码迈向机器学习，从CPU运行软件迈向GPU驱动神经网络，从单纯执行指令，升级为自主理解、逻辑推理、规划决策与工具运用。
A new industry has emerged to manufacture intelligence at scale.
一个能够规模化生产智能能力的全新产业已然崛起。
Because intelligence is foundational to every industry, every industry will change.
智能是所有行业的底层根基，这意味着各行各业都将迎来颠覆性变革。
For many, AI creates uncertainty.
对很多人而言，人工智能带来了未知与不安。
People see AI writing software, generating images, driving cars, and naturally wonder what happens next.
人们看到AI可以写代码、生成图像、自动驾驶，自然会心生疑惑：未来将会如何发展？
Will jobs disappear?
工作岗位会消失吗？
Will people be left behind?
普通人会被时代抛下吗？
Will this technology become too powerful?
这项技术会不会变得过于强大、难以掌控？
Every major technological revolution in history created fear alongside opportunity.
历史上每一次重大技术革命，都是机遇与恐慌相伴而生。
When society engages technology openly, responsibly, and optimistically, we expand human potential far more than we diminish it.
当社会以开放、负责、乐观的姿态拥抱技术，我们所能释放的人类潜能，远大于技术带来的冲击。
So first and above all, we must be wise.
因此首先，我们必须保持清醒的认知。
Artificial intelligence — the automation of understanding, reasoning, and problem solving — is one of the most powerful technologies humanity has ever created.
人工智能实现了理解、推理与解决问题的自动化，是人类有史以来最强大的技术之一。
And like every transformative technology before it, it will bring both great promise and real risk.
和所有颠覆性技术一样，它既蕴藏无限前景，也伴随着真实的风险。
The responsibility of our generation is not only to advance AI, but to advance it wisely.
我们这一代人的责任，不只是推进AI发展，更要以理性与智慧引领其前行。
Scientists and engineers have a profound responsibility to advance AI capabilities and AI safety together.
科研人员与工程师肩负重任：既要精进AI技术能力，也要同步筑牢AI安全防线。
Policymakers.
政策制定者同样责无旁贷。
Policymakers have a responsibility to create thoughtful guardrails that protect society while still allowing innovation, discovery, and progress to move forward.
政策制定者应设立合理完善的监管边界，守护社会安稳，同时不阻碍创新、探索与社会进步的脚步。
History shows that societies that retreat from technology do not stop progress.
历史证明，回避技术发展的社会，永远无法阻挡时代的进步。
They only surrender the opportunity to shape it and to benefit from it.
只会错失塑造技术走向、享受技术红利的机会。
So the answer is not to fear the future.
所以，我们不必畏惧未来。
The answer is to guide it wisely, build it responsibly, and ensure that its benefits reach as many people as possible.
真正的选择，是理性引领、负责任地研发，让AI的红利惠及更多人。
We should not teach fear of the future.
我们不该向后人灌输对未来的恐惧。
We should engage it with optimism, responsibility, and ambition.
而应怀抱乐观、坚守责任、胸怀抱负，主动拥抱未来。
Only a fraction of the people in the world know how to write software.
全球只有极少数人掌握编程技能。
Now, anyone can ask AI to build something useful.
而如今，任何人都可以借助人工智能创造实用价值。
A shopkeeper can create a website and grow a business.
小店店主可以搭建官网、拓展生意；
A carpenter can design a kitchen and offer new services to clients.
木匠可以设计家装方案，为客户提供全新服务；
The AI writes the code.
代码编写的工作，交由人工智能完成。
Everyone is now a programmer.
如今，人人都可以成为创作者、编程者。
For the first time, the power of computing and intelligence can truly reach everyone and close the technology divide.
有史以来第一次，计算与智能的力量真正普惠大众，弥合科技鸿沟。
The first time.
这是前所未有的变革。
And like electricity and the internet before it, AI will require trillions of dollars of infrastructure investment.
如同曾经的电力与互联网，AI需要数万亿美元的基础设施投入。
This is the largest technology infrastructure build out in human history.
这是人类历史上规模最大的科技基建建设浪潮。
And a once in a generation opportunity to reindustrialize America and restore the nation's capacity to build.
这也是一代人仅有一次的机遇，让美国得以重新工业化，重塑本土制造与建设能力。
To support AI, America will build chip factories, computer factories, data centers, and advanced manufacturing facilities across the country.
为支撑AI发展，美国将在全国兴建芯片工厂、计算机工厂、数据中心以及高端制造基地。
AI gives America the opportunity to build again.
人工智能，让美国迎来重启建设、重振产业的契机。
Electricians, plumbers, iron workers, technicians, builders, this is your time.
电工、水管工、钢铁工人、技术人员、建筑从业者，属于你们的时代已经到来。
AI is not just creating a new computing industry, it is creating a new industrial era.
AI不只催生了全新的计算产业，更开启了一个全新的工业时代。
Powering this new infrastructure will require enormous amounts of energy, but it is also driving one of the largest investments in energy infrastructure in generations, modernizing the grid, expanding power generation, and accelerating sustainable energy.
支撑这套全新基建需要海量能源，同时AI也推动了数十年来规模最大的能源基建投资，推动电网升级、扩大发电规模、加速清洁能源发展。
And yes, AI will change every job.
诚然，人工智能会改变所有岗位的工作模式。
But the task and the purpose of a job are not the same.
但工作任务与工作价值，从来都不是一回事。
Many tasks will be automated.
大量重复性工作任务将会被自动化替代。
Some jobs will disappear.
部分传统岗位将会消失。
But many new jobs and entire new industries will be created.
但更多全新的岗位、乃至全新的行业将会应运而生。
Software coding tasks are increasingly automated.
软件编码类工作正逐步走向自动化。
But using AI, software engineers can expand the search for solutions, allowing them to tackle far more ambitious challenges.
但借助AI，软件工程师可以拓宽解决方案的边界，挑战更宏大的技术难题。
Analyzing radiology scans is increasingly automated.
医学影像筛查工作正逐步实现自动化。
But using AI, radiologists are elevated to better diagnose disease and care for patients.
但借助AI，放射科医生能更精准诊断病情、更好地守护患者健康。
AI does not replace human purpose.
人工智能不会取代人类的价值与使命。
It amplifies human capability.
它只会放大人类的能力与潜能。
That is why, even as AI writes more code and analyzes more scans, demand for software engineers and radiologists continue to grow.
正因如此，即便AI能编写更多代码、分析更多影像，软件工程师与放射科医生的市场需求依旧在持续上涨。
AI is not likely to replace you.
AI未必会取代你。
But someone using AI better than you might.
但比你更擅长运用AI的人，将会超越你。
So a good thought experiment is this:
不妨静下心来思考一个问题：
Do we want our children to be supercharged by AI?
我们是希望自己的孩子被AI赋能、乘风而上？
Or be left behind by those who are?
还是看着他们被善于运用AI的同龄人远远甩开？
No parent wants their child left behind.
没有任何一位父母，愿意看到自己的孩子被时代抛下。
So let us build AI safely.
因此，我们要安全稳妥地发展人工智能。
Let us also imagine an optimistic future, one our children are excited to be part of, inspired to help build.
我们也要憧憬美好的未来，一个让年轻人心生向往、愿意投身建设的未来。
So we can and must do four things at once.
我们有能力也必须同时做好四件事。
Advance safely, create thoughtful policies, make AI broadly accessible, and encourage everyone to participate.
安全推进技术研发、制定完善监管政策、普及人工智能应用、鼓励全民主动参与。
Everyone should have access.
每个人都理应拥有使用人工智能的权利。
Opportunity should not belong only to the people who can code.
时代机遇，不该只掌握在少数会编程的人手中。
Class of 2026, you are entering the world at an extraordinary moment.
2026届的毕业生们，你们正踏入一个非凡的时代节点。
A new industry is being born.
全新产业正在诞生。
A new era of science and discovery is beginning.
科学探索与发现的全新时代已然开启。
AI will accelerate the expansion of human knowledge and help solve problems once beyond our reach.
AI会加速人类知识边界的拓展，助力我们攻克曾经束手无策的难题。
We have the opportunity to close the technology divide and bring the power of computing and intelligence to billions of people for the very first time, to re-industrialize America and restore our capacity to build, and to help create a future more abundant, more capable, and more hopeful than the world you inherited.
我们有机会弥合科技鸿沟，首次将计算与智能的力量惠及全球数十亿人，助力美国重新工业化、重塑本土建设实力，共同缔造一个更富足、更强大、更充满希望的未来。
No generation has entered the world with more powerful tools, or greater opportunities than yours.
没有任何一代人，能像你们一样手握如此强大的时代工具。也没有任何一代人，拥有比你们更广阔的机遇。
We are all standing at the same starting line.
我们所有人，都站在同一条新的起跑线上。
This is your moment to help shape what comes next.
此刻，轮到你们去塑造未来、定义下一个时代。
So run, don't walk.
所以，请即刻启程，步履不停。
Carnegie Mellon has a motto I love.
卡内基梅隆大学有一句我十分喜爱的校训。
My heart is in the work.
全心投入，深耕所爱。
So put your heart in the work.
请你们也全心投入自己的事业与人生。
Build something worthy of your education, your potential, and the people who believed in you long before the world did.
创造无愧于你的学识、你的潜能、以及那些早早便笃定相信你的人的价值。
Congratulations, Carnegie Mellon Class of 2026!
恭喜各位，卡内基梅隆大学2026届全体毕业生！
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