黄仁勋宣布Coherent光学互连产能翻两番，推动AI工厂扩建与美国再工业化
英文摘要
In an AP interview and at the Coherent groundbreaking ceremony in Sherman, Texas, Jensen Huang announced plans to quadruple the capacity of the world's most advanced 6-inch indium phosphide laser fab within a year, a critical component for optical interconnects that scale AI data centers. He outlined a five-layer AI stack (energy, chips, infrastructure, models, applications) and argued that energy production is the foundational bottleneck, lauding market-driven investment in solar and nuclear without subsidies. Huang predicted global investment of trillions of dollars over the next decade to replace sixty years of legacy computing infrastructure with AI-native systems that perform real-time reasoning on facts. He framed the AI boom as a historic opportunity for US reindustrialization, claiming it has already created 600,000 manufacturing jobs and will restore dignity to builders and makers alongside information workers. On China, he acknowledged Nvidia’s 95% market share before export controls and advocated for balancing national security with maximum exports to prevent competitors from becoming dominant.
中文摘要
在美联社访谈及Coherent位于得克萨斯州谢尔曼的新厂奠基仪式上，黄仁勋宣布将最先进的6英寸磷化铟激光器晶圆厂产能一年内提升四倍，该激光器是支撑AI数据中心光互连的关键部件。他提出AI产业的五层架构（能源、芯片、基础设施、模型、应用），指出能源是不可逾越的红线，并赞赏无补贴的市场力量投资太阳能与核能。他预测未来十年全球将投入数万亿美元构建全新计算系统，取代过去六十年的旧设备，实现基于事实的实时推理。他将此次AI浪潮视为美国再工业化的契机，称已创造约60万个制造业岗位，强调社会需要建设者与信息工作者并存的平衡。在出口管制和中国市场问题上，他透露英伟达在被禁前占据中国约95%市场份额，主张在保证国家安全的同时最大化出口和竞争，以免对手成长为巨头。
关键要点
Coherent's Sherman plant, the world's most advanced 6-inch indium phosphide fab, will quadruple output in one year to meet AI optical interconnect demand.
Coherent全球最先进的6英寸磷化铟晶圆厂将在一年内产能翻两番，满足AI光互连需求。
Huang defined a five-layer AI stack: energy, chips, infrastructure, models, and applications; he stressed that energy production is the cornerstone and praised market-driven nuclear/solar.
黄仁勋定义AI五层架构：能源、芯片、基础设施、模型、应用，强调能源是基石，称赞市场驱动的核能/太阳能投资。
He predicted trillions of dollars in global spending to rebuild computing infrastructure over the next decade for AI that reasons on factual research rather than guessing.
他预测未来十年全球将投入数万亿美元重建计算基础设施，让AI从猜测转向基于事实的研究与推理。
The AI boom is positioned as a US reindustrialization moment, with 600,000 manufacturing jobs already created, aiming to revive the status of builders and makers.
AI浪潮被视为美国再工业化契机，已创造约60万制造业岗位，旨在重振建设者与制造者的社会地位。
On China, Huang noted Nvidia's 95% market share before export bans and argued for simultaneous pursuit of security, technology leadership, and maximum exports to prevent competitors from scaling.
对华方面，黄仁勋指出被禁前英伟达占95%市场份额，主张同时追求国家安全、技术领先和最大化出口，防止竞争对手壮大。