导读
2026 年 5 月 10 日，英伟达创始人黄仁勋在卡内基梅隆大学毕业典礼上发表演讲。他以自身移民与创业经历切入，指出 AI 正引发新一轮工业革命，重塑千行百业，呼吁毕业生不要畏惧未来，应善用 AI 作为强大工具，抓住时代机遇。作者 | 智慧君
原创汇编 | 管理智慧
金句提炼：
1. AI 不太可能取代你，但比你更会用 AI 的人，可能会取代你。
2. 传统 60 年计算范式已经走到尽头，人类编写软件的时代结束了。
3. 你们的职业生涯，始于 AI 革命之初，没有任何一届毕业生拥有如此时代机遇。
4. 许多任务会被自动化，但人的工作目的、价值使命不会被替代。
5. 逃避技术的社会，无法阻止进步，只会放弃塑造进步、从中受益的机会。
6. 第一次，人把心投入工作，去创造配得上你教育、潜力和相信你的人的价值。
7. 人人都可以借助 AI 创造价值，人人都是程序员。
8. 失败不是成功的反面，只是一次学习、谦逊和锻造品格的时刻。
黄仁勋 2026 年卡内基梅隆大学毕业典礼演讲（中英文全文）
（当地时间 2026 年 5 月 10 日）
中文全文：
校长贾哈尼安、董事会成员、各位教职员工、贵宾们、自豪的父母与家人们，最重要的是——卡内基梅隆大学 2026 届的毕业生们：
感谢你们授予我这份非凡荣誉。能来到卡内基梅隆，与这所世界顶尖学府同在，我深感意义重大。这里是真正创造未来的地方之一。
今天是荣耀与喜悦之日，是你们梦想成真的时刻，但这一天不只属于你们。你们的家人、老师、导师与朋友一路支撑你们走到今天。在我们谈论未来之前，请先感谢他们。这一天也属于他们。
毕业生们，请起立，和我一起。来吧。尤其请转向你们的母亲，祝她们母亲节快乐。
对你们而言，这是人生的又一步；但对她而言，这是梦想成真的时刻。请记住这一点。
CMU 的学生就像机器人，一次只执行一条指令。看到你们毕业，看到你们……好了，集中注意力。我有件重要的事要说：你们从世界顶尖学府毕业，这也是她的时刻。
我的父母也曾为我骄傲。我的旅程也是他们的旅程，我是他们梦想的结果——美国梦。和在座许多人一样，我是第一代移民。
我父亲梦想在美国养家。9 岁时，他把我和哥哥送到美国，去了肯塔基州奥奈达的一所浸信会寄宿学校，一个煤矿小镇，只有几百人。两年后，父母放下一切来美国与我们团聚。他们来时几乎一无所有。
我父亲是化学工程师，母亲在天主教学校做女佣。她每天凌晨 4 点叫我起床送报纸。我哥哥帮我在 Denny ’ s 找了份洗碗工的工作——当时我觉得那是重大职业晋升。
我去了俄勒冈州立大学。17 岁遇到妻子 Lori，我是全校最小的孩子，我们是大二实验课搭档，她 19 岁。一个 " 年长 " 的女人？我击败了班上 250 个男生，赢得她的心。
我们结婚 40 年，有两个很棒的孩子，都在英伟达工作。30 岁时，我与 Chris Malachowsky、Curtis Priem 共同创立英伟达——两位杰出的计算机科学家。
我们想造一种新型计算机，解决普通计算机解决不了的问题。我们完全不懂如何办公司、融资、运营英伟达。我当时想：这能有多难？结果，真的超级难。
我们的第一项技术彻底失败，资金耗尽。我不得不飞往日本，向世嘉 CEO 承认，我们无法完成他们委托的技术开发，请求解除合同，同时恳请他们继续付款。没有这笔钱，英伟达会瞬间消失。那是我做过最尴尬、最屈辱、最艰难的事。
但世嘉 CEO 入交昭一郎先生说：可以。
我很早就明白：做 CEO 无关权力，而是为公司生存承担责任；诚实与谦逊，有时会换来慷慨与善意——即便在商界。
我们用那笔钱重整公司，在绝境中发明了沿用至今的芯片与计算机设计方法。33 年来，英伟达一次次重塑自己。每次我们都问：这能有多难？每次都发现：比想象更难。
但我们学会了：永不把失败视为成功的反面。失败只是一次学习、一次谦逊、一次锻造品格的时刻。挫折中淬炼的韧性，让你拥有再次出发的力量。
今天，我是科技行业任职最久的 CEO 之一。英伟达是我与 4.5 万名杰出同事共同成就的毕生事业。
现在，轮到你们实现梦想了——时机再完美不过。
我的职业生涯始于 PC 革命之初；你们的职业生涯，始于 AI 革命之初。我想象不出比现在更激动人心的时代，开启你们的毕生事业。
AI，正是从卡内基梅隆起步的。
过去 24 小时，我在这里听到无数关于 AI 的笑话。卡内基梅隆，是 AI 与机器人真正的发源地之一：
20 世纪 50 年代，这里诞生了 " 逻辑理论家 " ——公认首个 AI 程序；
1979 年，这里成立了全球首个机器人学院。
今天上午，我参观了机器人俱乐部，也参观了机器人学院。
如今，AI 已彻底重塑计算。我经历过所有计算平台变革：大型机、PC、互联网、移动、云。每一波浪潮都建立于前一波之上，扩大技术普及，改变产业与社会。
但即将发生的变革，比以往任何一次都更大。计算正在彻底重置——现代计算 60 年的范式，已走到尽头。
60 年来，计算的逻辑始终是：人类编写软件，计算机执行指令。
这个时代结束了。
AI 重塑了计算：
从 " 人类编码 " 变为 " 机器学习 "；
从 "CPU 运行软件 " 变为 "GPU 运行神经网络 "；
从 " 执行指令 " 变为 " 理解、推理、规划、使用工具 "。
一个全新产业诞生了——它的使命，是大规模制造智能。
智能是所有行业的基础，因此，所有行业都将被改变。
对许多人而言，AI 带来不确定性：AI 能写代码、生成图像、驾驶汽车——工作会消失吗？人会被淘汰吗？技术会失控吗？
历史上，每一次技术革命都伴随机遇与恐惧。当社会以开放、负责、乐观的态度拥抱技术时，我们拓展人类潜能的程度，远大于被削弱的部分。
首先，我们必须认清：AI ——即 " 理解、推理、解决问题的自动化 " ——是人类创造的最强大技术之一。与所有变革性技术一样，它既承载巨大希望，也伴随真实风险。
我们这代人的责任，不只是推进 AI，更是明智地推进 AI。
科学家与工程师肩负重任：同步推进 AI 能力与 AI 安全；政策制定者同样如此：制定合理规则，保护社会，同时不阻碍创新、探索与进步。
历史证明：逃避技术的社会，无法阻止进步——只会放弃塑造进步、从中受益的机会。
所以，答案不是恐惧未来，而是明智地引导未来、负责任地建设未来、确保成果惠及更多人。
我们不该教人们害怕未来，而该以乐观、责任与雄心，参与未来。
曾经，全球只有少数人会写软件；如今，任何人都能让 AI 帮自己创造价值：
店主能建网站、拓展业务；
木匠能设计厨房、提供新服务；
AI 会写代码——第一次，人人都是程序员。
计算与智能的力量，首次真正普惠大众，弥合技术鸿沟。
像电力与互联网一样，AI 需要数万亿美元的基础设施投资——这是人类历史上最大规模的技术基建浪潮，也是一代人一次的机遇：让美国重新工业化，重拾建造能力。
为支撑 AI，美国将在全国建设芯片厂、计算机厂、数据中心与先进制造基地。AI 给了美国 " 再次建造 " 的机会：电工、水管工、钢铁工人、技术员、建筑工人——这是你们的时代。
AI 不只是创造新计算产业，更是创造新工业时代。
支撑新基建需要巨大能源，同时，AI 推动着几代人以来最大规模的能源基建投资：电网升级、产能扩张、加速可持续能源发展。
是的，AI 会改变每一份工作——但工作的 " 任务 " 与 " 目的 "，并非一回事。
许多任务会被自动化，部分工作会消失，但更多新工作、全新产业会被创造。
写代码的任务越来越自动化，但 AI 让工程师能探索更多解决方案，挑战更宏大的问题；
影像分析越来越自动化，但 AI 让放射科医生专注诊断、照护患者——AI 不取代人的 " 目的 "，只放大人的能力。
这就是为什么：即便 AI 写更多代码、分析更多影像，对工程师与医生的需求仍在增长。
AI 不太可能取代你，但比你更会用 AI 的人，可能会取代你。
一个值得思考的问题：你希望孩子被 AI 赋能，还是被会用 AI 的人甩在身后？没有父母愿意孩子落后。
因此，我们必须同时做好四件事：
1.安全推进 AI；
2.制定合理政策；
3.普及 AI 应用；
4.鼓励全民参与。
AI 不该只属于会写代码的人——机会，属于所有人。
2026 届毕业生们，你们踏入的，是一个非凡时代：新产业诞生，科学与发现的新纪元开启。
AI 将加速人类知识的边界，帮助我们解决曾经无解的难题；我们有机会弥合技术鸿沟，让数十亿人首次拥有计算与智能的力量；有机会助力美国重工业化，重拾建造能力；更有机会创造一个比你们所继承的，更富足、更强大、更充满希望的未来。
没有任何一届毕业生，像你们这样，带着如此强大的工具与机遇，踏入世界。我们站在同一起跑线——这是你们塑造未来的时刻。奔跑吧，不要慢行。
卡内基梅隆大学有句校训，我深爱：" 我的心，在工作之中。"
所以，把心投入工作，去创造配得上你所受的教育、你的潜力，以及那些在世界认可你之前，就已相信你的人——的价值。
祝贺你们，卡内基梅隆大学 2026 届毕业生！
英文全文：
President Jahanian, members of the board, faculty, distinguished guests, proud parents and families, and most importantly, the Carnegie Mellon University Class of 2026:
Thank you for awarding me this extraordinary honor. It means a great deal to me to be at Carnegie Mellon, one of the world ’ s top universities and one of the few places that truly invents the future. Today is a day of pride and joy, a day your dreams come true. But today is not just about you. Your families, teachers, mentors, and friends all helped you get here. Before we talk about the future, please thank them. Today is their day too. Graduates, please rise. Stand up with me. Come on, everyone. In particular, turn to your mothers and wish them a Happy Mother ’ s Day. For you, this is another step in life. But for her, this is a dream come true. Remember that. Students at CMU are like robots – they execute one instruction at a time. It ’ s wonderful to see you graduate. Alright everyone, focus up. I have something important to tell you: seeing you graduate from one of the world ’ s top universities – this is her moment too. My parents are extremely proud of me too. My journey is their journey as well. I am the result of their dream come true, and like many of you, I ’ m a first-generation immigrant.
My father had a dream to raise his family in America. When I was nine, he sent my brother and me to the United States. We ended up at a Baptist boarding school in Oneida, Kentucky, a coal mining town of just a few hundred people. Two years later, my parents left everything behind and joined us. They arrived with almost nothing. My father was a chemical engineer. My mother cleaned at a Catholic school. She woke me up at four in the morning to deliver newspapers. My brother got me a dishwasher job at Denny ’ s, which I considered a massive career upgrade at the time. That was my view of America – not easy but full of opportunities, not a guarantee but a chance. My parents came here because they believed America could give their children a chance. How can we not have a romantic imagination of America?
Later, I went to Oregon State University. I met my wife Lori when I was 17. I was the youngest student in school. In my sophomore year, we became lab partners. She was 19, an older woman. Out of 250 guys in the class, I won her heart. We ’ ve now been together for forty years. We have two wonderful children, both working at NVIDIA.
I started my career at the dawn of the personal computer revolution. You are beginning your careers at the dawn of the AI revolution. I cannot imagine a more exciting time to start your life ’ s work. You are entering the world at an extraordinary moment. A new industry is being born. A new era of scientific discovery is beginning. AI will accelerate the expansion of human knowledge and help solve problems that were once beyond our reach. We have the opportunity to bridge the technological divide. AI emerged as a tool for scientists and engineers. Over time, it has gradually evolved into a new computing paradigm. For the first time in over sixty years, after CPUs, software, and the internet, the core structure of computing is being reset. The software 1.0 we ’ ve been familiar with – where humans write code – is transitioning to software 2.0, where machines learn. A new industry focused on producing intelligence at scale has emerged. Every layer of the technology stack is being completely transformed. The digital world is undergoing a fundamental shift. From PCs to the internet, from mobile to the cloud, it ’ s all incredibly exciting. But what ’ s happening now surpasses everything that came before. Because intelligence is the foundation of every industry, every industry will be transformed. No generation has entered the world with more powerful tools than you. We are all standing at the same starting line. This is your moment to help shape what comes next.
All technological revolutions create fear. History is filled with examples of people fearing new technologies. A century ago, people feared electricity, which was portrayed as a mysterious, invisible force that could strike you down in your kitchen and cause fires. Yet electricity transformed every industry, created entirely new ones, and improved every aspect of our lives. Today, we fear AI. And yet, AI will transform every industry, create entirely new ones, and improve every aspect of our lives. AI automates tasks, but it elevates the purpose of work. AI will become a new production factor – like energy, materials, and capital – integrated into every job and every industry. Radiologists don ’ t just read scans; their purpose is to care for patients. AI automates the reading, but elevates the radiologist: the purpose. AI is unlikely to replace you, but someone who uses AI better than you might. So, here ’ s a thought experiment: Do we want our children to be empowered by AI, or left behind by those empowered by AI? The answer is clear. My generation ’ s responsibility is not only to advance AI, but to advance it wisely. We must do four things at once: advance AI safely, create thoughtful policies, make AI widely accessible, and get everyone engaged. If we fail, the benefits of AI will be concentrated in too few hands.
History shows that societies that distance themselves from technology don ’ t stop progress; they just give up the chance to shape it and benefit from it. So the answer is not to fear the future, but to guide it wisely, build it responsibly, and ensure that its benefits reach as many people as possible. We shouldn ’ t teach people to fear the future. We should engage with the future with optimism, responsibility, and ambition. Currently, only a small fraction of the world ’ s population knows how to write software. But now, anyone can use AI to create useful things. A shop owner can create a website and grow their business; a carpenter can design a kitchen and offer new services to customers. AI can write code. For the first time, everyone becomes a programmer. For the first time, the power of computing and intelligence can truly reach everyone and bridge the technological gap. Like electricity and the internet, AI will require trillions of dollars in infrastructure investment. This is the largest-scale technological infrastructure construction in human history and a once-in-a-generation opportunity for the United States to re-industrialize and restore its building capabilities. To support AI, the United States will build chip factories, computer factories, data centers, and advanced manufacturing facilities across the country. AI gives the United States the opportunity to build again.
Electricians, plumbers, steelworkers, technicians, and construction workers, this is your time. AI is not just creating a new computing industry; it ’ s creating a new industrial era. Supporting these new infrastructures requires a huge amount of energy, but it ’ s also driving one of the largest energy infrastructure investments in generations, promoting the modernization of the power grid, expanding power production, and accelerating the development of sustainable energy. Yes, AI will change every job, but the tasks of a job and its purpose are not the same. Many tasks will be automated. Some jobs will disappear, but many new jobs and entirely new industries will also be created. Software coding tasks are increasingly being automated, but with the help of AI, software engineers can expand the search scope of solutions to tackle more significant challenges. Radiological image analysis is increasingly being automated, but with the help of AI, radiologists will be elevated to a higher level to better diagnose diseases and care for patients. AI won ’ t replace people ’ s goals; it will amplify people ’ s abilities. That ’ s why even though AI writes more code and analyzes more images, the demand for software engineers and radiologists continues to grow. AI is unlikely to replace you, but someone who uses AI better might.
So, here ’ s a good thought experiment: Do we want our children to be enhanced by AI or left behind by those enhanced by AI? The answer is clear. AI is a once-in-a-generation opportunity. Do not be afraid of it. Seize it. Never before has a graduating class had such powerful tools to enter the world. Your career starts at the beginning of the AI revolution, and the timing couldn ’ t be more perfect. Carnegie Mellon has a motto I love: "My heart is in the work." So, put your heart in the work. Create something worthy of your education, your potential, and the people who believed in you long before the world did. We are all at the same starting line. Run, don ’ t walk.
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