Gary Marcus 批评黄仁勋在 Dwarkesh 播客中关于对华芯片出口的说法
黄仁勋在播客里说中国已占全球 60% 芯片产量，Gary Marcus 直接拆穿：算力看 flops，中国只有美国约 10%，这段对质挺精彩。
Gary Marcus 在 X 上引用 NVIDIA CEO 黄仁勋接受 Dwarkesh Patel 播客采访的片段（57:36 处），指其观点误导听众。黄仁勋称中国已生产全球 60% 的芯片，因此向中国出售美国 AI 芯片没问题。Marcus 指出算力以 flops 衡量而非芯片数量，Dwarkesh 现场反驳称按 flops 计算中国只有美国约 10% 的算力，增加出口会提升其网络攻击能力。
jensen is cooked. not by the affair itself but by the receipts he left. Alec Stapp @AlecStapp Now is a good time to revisit some old clips of Jensen trying to mislead people on why it's okay for NVIDIA sell AI chips to China. This was the key moment from his interview on @dwarkesh_sp 's podcast (time stamp 57:36): 1. Dwarkesh asks why it’s okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos. 2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips. 3. But as Jensen definitely knows, compute is measured in flops, not number of chips. 4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities. This is a common pattern with Jensen. He's developed talking points that sound plausible to a non-technical audience about why there is no conflict between NVIDIA's financial interests and US national security. But on the rare occasion when he's interviewed by someone like Dwarkesh who knows what he's talking about, it immediately becomes obvious that he's spouting nonsense. 🔗 View Quoted Tweet 💬 4 🔄 4 ❤️ 17 👀 1276 📊 5 ⚡
