本集简介
双语字幕
仅展示文本字幕，不包含中文音频；想边听边看，请使用 Bayt 播客 App。
7月16日星期四，CNBC体育与董事会频道携手Fanatics Fest，带来重塑体育与娱乐未来的战略规划与创新理念。
Thursday, July 16, CNBC Sport and Boardroom join Fanatics Fest for game plan, groundbreaking ideas shaping the future of sports and entertainment.
请前往cnbcevents.com/gameplan申请入场邀请。
Request your invite at cnbcevents.com/gameplan.
我的
My
目标很简单，就是帮你赚钱。
mission is simple, to make you money.
我在这里，是为了让所有投资者都能站在同一起跑线上。
I'm here to level the playing field for all investors.
总有一个牛市在某个地方等着你，我保证帮你找到它。
There's always a bull market somewhere, and I promise to help you find it.
《疯狂金钱》现在开始。
Mad Money starts now.
嗨，我是克莱默。
Hey, I'm Cramer.
欢迎收看《疯狂金钱》特别版——投资美国专题。
Welcome to a special Invest in America edition of Mad Money.
我到处交朋友，其实就想帮大家赚点钱。
I'll go make friends, I'm just trying to be a little bit of money.
我的职责不只是娱乐，更要教育、传授知识。
My job is not just entertain, but to educate, to teach.
请拨打180743和我连线。
So call me at 180743.
在推特上关注我，账号是Jim Cramer。
Tweet me at Jim Cramer.
今晚？
Tonight?
今晚我们会有点不一样的安排。
Well, tonight we're doing something a little different.
《疯狂金钱》一路走来，去过太多精彩的地方，横跨全国，展现当下美国人如何投资，结识那些正在塑造国家未来的人、企业与创新者。
We get to visit so many amazing places with Mad Money, venture across the country, paint a picture of how we're investing in America today, meeting the people, companies, innovators who are building the country's future.
在庆祝美国建国二百五十周年之际，我们想回顾一些令人惊叹的故事，展现这个国家在创新、智慧和持续自我革新方面的巅峰成就。
Around America's two hundred and fiftieth birthday, we wanna take a look back at some of those incredible stories, highlight the best parts of this country's innovation, ingenuity, and timeless reinvention.
所以今晚，我们将走出演播室，踏上旅程。
That's why this evening, we're getting out of the studio and we are hitting the road.
我会带你们一起重温我们在全美各地最难忘的探访，那些我们亲临现场、与科技领袖、远见者和企业高管面对面交流的地方，亲眼看看他们的企业究竟靠什么运转。
I'm taking you with me as we look back at some of our favorite stops across America, where we were boots on the ground meeting tech leaders, visionaries, and CEOs in their own backyards, seeing firsthand what makes their businesses tick.
而最好的起点，莫过于硅谷了。
And where better to start than Silicon Valley?
我们的第一站，是位无需介绍的人物——如果你常看这个节目，你一定认识他，英伟达的首席执行官黄仁勋。
Our first stop is with a man who needs no introduction, particularly if you're a regular viewer of this show, Jensen Huang, CEO of NVIDIA.
我们一直特别期待参加英伟达每年在圣何塞举办的GTC大会，那里，黄仁勋把人工智能、机器人、计算和科技领域最顶尖的头脑聚集在一起，碰撞出智慧的火花。
We always love getting up to attend NVIDIA's annual GTC event in San Jose, where Jensen brings together the biggest, smartest minds in artificial intelligence, robotics, computing, and technology for a Bay Area medium of minds.
他在主题演讲结束后，我们和他坐下来，聊了聊英伟达最新的创新进展。
We sat down with Jensen after his keynote to discuss the latest in NVIDIA's innovation.
一起来看看。
Take a look.
詹森。
Jensen.
吉姆。
Jim.
未来五年内出生的人，会因为英伟达的技术活到一百岁吗？
People who are born the next five years, could they live to 100 because of NVIDIA?
当然会。
Absolutely.
科学一定会帮助我们延长寿命。
There's no question that science is gonna help us live longer.
没错。
And it's Yeah.
视频算力方面
Video power of
科学。
science.
我真的等不及了。
I I really I really can't wait.
我真的等不及了。
I really can't wait.
那么，谁来决定如何利用你让我们活到一百岁呢？
Now who will determine what they do with you to make us get to 100?
会是Anthropic吗？
Will it be Anthropic?
会是礼来公司吗？
Will it be Eli Lilly?
到底是谁会来做这件事？
Who's gonna work on that?
两家都会。
Both.
真的吗？
Really?
是的。
Yeah.
两家都参与。
Both.
我们和礼来合作的项目，礼来那边，我一般叫他们Lilly。
The work that we do with Eli Lilly, Eli Lilly is the well, I call him Lilly.
我们建立了一个联合创新实验室，一个研究实验室，让他们的科学家和我们的科学家一起合作，研究数字生物学，推动新药的发现。
The the what we've done is we've set up a co innovation lab, a research lab, where their scientists and our scientists get together and they're working on digital biology, how to advance the discovery of new drugs.
用于数字生物学的大语言模型理解的是生物学，而不仅仅是语言。
The large language models models used for digital biology understands biology, not just language.
所以这项工作跟其他项目非常不一样。
And so that work is very, very different.
我们和Anthropic的合作，你知道，去年他们决定也采用英伟达的架构，我们真的特别高兴。
The work that we do with Anthropic, you know, we're just so happy that last year that they decided to to adopt NVIDIA's architecture as well.
这给了我们一个绝佳的机会，能大幅提升他们的产出和计算能力。
So this is a, it gives us an opportunity to really boost their output and, boost their compute.
他们的需求太高了。
Their demand is so high.
他们对算力的需求简直停不下来。
They need compute capacity like crazy.
你知道，在过去的计算时代，电脑主要用于存储文件、点选菜单这类事情。
As you know, in the in the old world of computing, the computer was used to store files and interact with, you know, drag down menus and things like that.
但如今，电脑成了生成令牌的工厂，这些电脑本身就能创造收入。
But today, the computers are a factory of tokens, and these computers generate revenues.
它为像Anthropic和OpenAI这样的公司带来了巨大的增长。
It generates generates growth for companies like Anthropic and OpenAI.
因此，我们能为Anthropic提供支持，大幅提升他们的产出，我感到非常欣慰。
And so I'm really delighted that that we're able to serve Anthropic as well and really increase their output.
我们现在有点进退两难。
We're kind of trapped here.
我们在想，谷歌接下来会怎么行动？
We think what is Google going to do?
他们可是有TP Web的。
Well, they're gonna they got a TP web.
我们有Trainium和亚马逊。
We got Trainium and Amazon.
但没人提到，两年后OpenAI和Anthropic可能会成为你们最大的客户。
But no one's talking about the possibility that o that OpenAI and Anthropic could be your largest customers two year from now.
是的。
Yeah.
毫无疑问。
No doubt.
首先，我们和谷歌的合作非常顺利。
You know, first of all, we have a great partnership with Google.
我们为谷歌带来了大量客户，他们现在正在全力开发Vera Rubin。
We bring lots of customers to Google, and they're working on Vera Rubin right now as we speak.
他们将是首批把Vera Rubin推向市场的公司之一。
And they're they're gonna be one of the first to get to market with Vera Rubin.
我们和他们有着非常紧密的工程、技术以及市场合作关系。
We have great energy engineering and technical and and marketing relationships with them.
我们为他们带来了大量客户。
We bring lots of customers to them.
很多人没意识到，英伟达的架构是全球唯一支持机密计算的架构，这意味着像OpenAI这样的公司可以把他们最核心的模型完全加密运行在我们的系统里，连操作电脑的人员都看不到这些模型。
The thing that that people don't realize, NVIDIA's architecture is the only architecture in the world that supports confidential computing, which means companies like OpenAI and could take their really their valuable models completely protected inside our computer so that even the people who operate the computer can't see their models.
就连操作电脑的人也看不到这些模型。
Even the people that operate the computer can't see that models.
这意味着他们可以 anywhere 运行自己的模型。
That says they could run their models anywhere.
他们可以在所有云平台上运行这些模型。
They could run it across all the clouds.
目前OpenAI是在Azure上运行的。
So OpenAI is in Azure today.
他们之前也用过CoreWeave。
They could be they were in CoreWeave.
他们也在OCI上。
They're in OCI.
他们接下来会基于NVIDIA的架构上亚马逊云。
They're gonna go to Amazon on top of NVIDIA's architecture.
Anthropic本来可以在AWS上运行，但现在他们打算在微软和其他平台上线。
Anthropic could run across AWS, but now Anthropic is gonna run-in Microsoft and other places.
所以，我们这个支持机密计算的架构，真的彻底改变了局面。
And so our architecture with confidential computing is really a game changer for us.
公司为什么一边裁员一边说，你知道吗？
Why are companies laying off people saying that, you know what?
NVIDIA让我们能用更少的人做更多的事。
NVIDIA is giving us the opportunity to be do more with less.
那为什么不干脆用人海战术呢？
Why not do more with more?
因为你已经没创意了。
Because you're out of imagination.
有想象力的公司，自然会选择用更少的资源做更多的事。
For companies with imagination, you will do Yes.
用更少的资源，做更多的事。
More with less.
有些公司领导层没了创意，就只能干坐着，别无他法。
For companies that are you know, when the leadership just out of ideas, they have nothing else to do.
他们根本想不到自己还能做得更好。
They have no reason to imagine greater than they are.
一旦有了更多能力，他们反而什么都不想做了。
Then when they have more capability, you know, they don't do more.
接下来我们聊聊想象力，因为这确实是核心所在。
Now to go let's follow-up on on imagination because that's really at the
这正是问题的关键。
heart of things.
我有太多事情要处理了。
I have so many things to do.
我不就得学会怎么跟智能助手沟通，才能让它帮我做事吗？
Don't I have to learn how to talk to the agent to be able to get them?
我觉得大家得学着怎么跟智能助手说话。
I I think that people are gonna have to be taught how to talk to the agent.
特别棒的一点是，这些助手能说英语，或者你指定的任何语言。
One of the things that's really great is that these agents speak English or any language you like them to.
明白了。
Okay.
要是它一开始只会说英语，你直接告诉它就行。
You know, if it goes off, if it only can spoke English at the time, you could just ask it.
我希望你能学会日语。
I would like you to learn Japanese.
然后它就得去自学日语。
And it has to go off and learn Japanese.
亚马逊拥有詹姆斯·邦德的创作版权。
Amazon has the creative rights to James Bond.
既然用你们的技术能让詹姆斯·邦德看起来更逼真，那他们干嘛还要花大价钱请人来演呢？
Why would they have to hire someone, pay them a fortune when James Bond could look much more, realistic using your technology?
不过我得为演员们说句话。
Well, I'm gonna have to advocate for the actors.
原因在于，AI本质上是一种概率技术。
And the reason for that is because, you know, AI is a probabilistic technology.
我们确实能让画面更逼真。
We can make things look more realistic.
但优秀的演员、真正的艺术家能带来一些说不清道不明的东西，而这些东西我们永远无法预测。
But, you know, a great actor, a great artist brings out something that is the intangibles, and we never know what it
是的。
is.
明白。
Okay.
那奥拉夫呢？
How about Olaf?
那我们就往这个方向说吧。
Let's let's go there.
迪士尼根本不需要真人演员。
And Disney doesn't have to have real actors.
他们可以用你做的技术。
They can have you.
是的。
Yeah.
但你知道，奥拉夫就是奥拉夫。
But, you know, Olaf is Olaf.
所以我还是站在艺术家这边。
And and, you know, so I'm I'm gonna I'm gonna take a side of the artist.
我非常尊重艺术家，也特别欣赏他们的作品。
I'm a deep love of artists and and I love the work that they do.
吉姆，其实你在很多方面也是一个艺术家。
Know that in a lot of ways, Jim, you're an artist.
我是个艺术家。
I'm an artist.
我们能创造出超越常规的东西。
We bring out something that is outside of the average distribution.
一种世界从未预料到的、难以言喻的特质。
Some intangible that the world didn't predict.
了不起的公司都是这样做的。
Great companies do that.
了不起的人也都这样。
Great people do that.
你就是这样。
You do that.
你不在那个常态里。
You're out of the distribution.
AI的问题在于，我们能复刻出那个常态。
The thing about AI is that we could recreate the distribution.
我们可以重现某些东西。
We can recreate something.
我们可以创造出真实感很强的东西。
We can create something that's realistic.
但我们很可能造不出那种出人意料的惊艳之作。
But we probably won't create something that is unexpectedly incredible.
而正是艺术家和演员们，能带来这种东西。
And that's what, you know, the artists and actors, you know, they bring out that
我们需要你，兄弟。
We want you, man.
我也希望他们能继续这样。
And I want and
我希望他们能持续做这样的事。
I want them to be doing that.
没错。
Yeah.
但米开朗基罗，我们可以让他们的作品
But Michelangelo, we can make their work
我们可以让他们的作品更高效。
we can work we can make their work, more productive.
比如，他们可能没拍出完美的那一版，也不愿意再回录音棚重拍。
Like, for example, maybe they they didn't have a perfect take, and they didn't wanna go back to the studio and do that perfect take.
他们可以把已经拍过的所有版本拿过来，然后推演出那一版额外的完美版本。
They could take, you know, all of the takes that they've already taken and then extrapolate, you know, that extra take.
而这一版额外的，说不定正好就是最完美的。
And maybe that extra take, you know, it's gonna be exactly perfect.
完全符合导演想要的效果。
It's exactly the way the directors wanna do.
好的。
Alright.
咱们稍微现实一点说，但这确实很重要。
Let's get a little pedestrian, but it does matter.
你的东西烧起来温度可真高。
Your stuff burns hot.
我们很担心环境问题。
We worry about the environment.
还记得我们第一次认真谈火灾的事吗？那时候你找到了火源，及时阻止了森林大火，现在看到你的机器烧得这么猛，心里一定不好受吧。
When when the first time that we had a serious talk about fire, and you were able to find fire and ended it before a forest burned down, it must hurt you to see how hot your machines burn.
我认识一个人，买了两千台卡特彼勒发动机，接在马塞勒斯页岩气管道上，就在西弗吉尼亚中部运行一个超大型数据中心。
I've got I know someone who's buying 2,000 Caterpillar engines attaching to the Marcellus Shale pipeline Natgas and running in the middle of West Virginia, a giant data center.
我真没想过你会走到这一步。
I didn't think you set out to have that happen.
要生产任何东西，都离不开能源。
We need energy to produce anything.
我们的国家需要能源。
Our country needs energy.
没错。
Right.
我们把英伟达的AI工厂所做的事情转化过来。
We convert what NVIDIA's AI factories do.
它们把能源转化成有价值的智能令牌。
They convert energy into valuable intelligence tokens.
这简直就像一件神奇的仪器。
It's just this magical piece of instrument.
它大得像这么大。
It's giant like this.
当然，而且比这些还要大得多。
And, of course, right, and much, much bigger than these.
当所有设备连在一起，通上电，就会产出可变现的、有价值的令牌。
And when all connected together and you apply energy to it and monetizable tokens, valuable tokens come out.
但要做到这一点，确实需要消耗大量能源。
Well, it takes energy to do so.
要生产这么多东西，需要的能源非常庞大。
It takes a lot of energy to produce enormous amounts of it.
英伟达是一家规模非常大的公司。
NVIDIA is a very large company.
我们将在全球乃至整个美国建设大量这样的工厂，它们将创造巨大的经济价值，但同时也需要大量能源。
We're gonna be building lots and lots of these factories around the world and all of The United States, and it's gonna produce incredible economic value, but it's gonna take energy.
我们拥有全球最节能的架构。
We are the most energy efficient architecture in the world.
这正是他们叫我‘代币之王’的原因。
It is the reason why they called me, you know, the token king.
英伟达是推理领域的王者。
NVIDIA is the inference king.
我想知道，这位推理之王和代币之王还能持续多久。
Well, I wanna know how long the inference king and the token king is gonna continue to work.
人们常问我，你打算在岗位上干到什么时候？我可没打算这么快就退休。
You know, People ask me how long I've been I'm hoping to die on a job, and I'm not hoping to die any soon.
不是最近。
Anytime soon.
说白了，你能不能活到一百岁，还在工作岗位上离世？
Basically, can you make it so that you live to a 100 and die on the job?
那样的话，我们面对的将是一家价值两万亿美元的公司。
Because then we'll be dealing with a company that could be $20,000,000,000,000.
这正是我梦想成真的样子。
That's my dream come true.
这就是我的梦想。
That's my dream
你当初在丹尼餐厅端盘子的时候，能想到自己会打造出一家上万亿美元的公司吗？
come think about it when you were waiting tables at Denny's that you might be able to create a 10 to $20,000,000,000,000 company?
我当时就想着怎么熬过这一班。
I was just trying to make it through the shift.
你知道的。
You know?
人在岗位上，就得专心把眼前的事做好。
When you're on the job, you gotta stay focused on the job.
所以我从来不戴手表。
That's why I don't wear a watch.
我整个人完全投入在工作里。
I'm a 100% there.
你当时拿过多少小费？
And what the tip you ever got?
就几块钱吧。
Oh, a couple bucks.
几块钱。
Couple bucks.
大概二十三块左右。
Couple $23.
是啊。
I Yeah.
这再次说明你改变了多少人的生活。
That was again to emphasize how many lives you've changed.
你和那些百万富翁一起组成了我们的投资俱乐部。
You got together with the millionaires for our investing club.
谢谢你。
Thank you.
我只见过机构一点一点地为人们赚取收益。
I've only seen institutions make incremental amounts of money for people.
我从未见过个人或公司能把普通人变成富有的人。
I've never seen a person and a company make people not of means into incredible means.
我真没见过这样的事。
I've never seen it.
这太让人开心了。
It is joyous.
你所做的，简直像仙境一样。
It is, ethereal what you do.
仙境一般。
Ethereal.
谢谢。
Thank you.
以前真没见过。
Never seen it before.
谢谢。
Thank you.
能做这件事是一种荣幸，而我才刚刚开始。
And I would just wanna say, it's a privilege to do so, and I'm just getting started.
黄仁勋，英伟达联合创始人兼首席执行官。
Jensen Huang, cofounder and CEO NVIDIA.
我得说，将来我们回看这个1.83美元的数字时，它会显得毫无意义，完全不值一提，因为我们的目标要高得多。
And I have to tell you, the idea that we'll look back and say $1.83, that number will mean nothing, nothing at all because we're going so much higher.
谢谢。
Thank you
太多了。
so much.
永远别让我们停下。
Hold us back forever.
当然。
Absolutely.
马上回来。
Back in a moment.
别错过《疯狂金钱》的任何一秒。
Don't miss a second of Mad Money.
在 X 上关注 Jim Cramer。
Follow at Jim Cramer on x.
有问题吗？
Have a question?
给 Cramer 发推文。
Tweet Cramer.
加标签 mad mentions。
Hashtag mad mentions.
给吉姆发邮件至 madmoney@CNBC.com，或者拨打 180743 联系我们。
Send Jim an email to madmoney@CNBC.com, or give us a call at 180743.
错过了什么吗？
Missed something?
前往 madmoney.cnbc.com 查看。
Head to madmoney.cnbc.com.
7月16日星期四，CNBC Sport 和 Boardroom 将亮相 Fanatics Fest，共同探讨塑造体育与娱乐未来的新理念。
Thursday, July 16, CNBC Sport and Boardroom join Fanatics Fest for game plan, ground groundbreaking ideas shaping the future of sports and entertainment.
请前往 cnbcevents.com/gameplan 申请邀请。
Request your invite at cnbcevents.com/gameplan.
欢迎回到《Mad Money》特别版——投资美国。
Welcome back to a special Invest in America edition of Mad Money.
接下来，我们继续留在西部。
For our next stop, we're staying out West.
这次的目的地是西雅图，亚马逊的总部所在地。
This time to Seattle on Amazon's headquarters.
亚马逊是一家无所不包的公司。
Amazon is the everything company.
从在线商城到物流配送，从云计算芯片到体育业务，只要是能想到的，亚马逊都在做。
From its online marketplace to fulfillment, the cloud chip, sports, you name it, Amazon is there.
自创立以来，这家公司一直走在美式创新的前沿，如今仍在为美国中小企业开辟新的成长路径。
This company has been at the forefront of American innovation since its founding and is still creating new pathways for small American businesses to grow today.
我专程到亚马逊西雅图总部，与首席执行官安迪·贾西坐下来聊了聊，了解公司最新的发展方向。
I got to sit down with Amazon CEO Andy Jassy at the company's Seattle headquarters to get the latest on the company's trajectory.
来看看。
Take a look.
现在大多数公司都觉得，既然能用云服务，就没必要自己搞基础设施了。
Today, most companies don't think it's a good idea to run their own infrastructure technology themselves when they can put it in the cloud.
我相信，随着时间推移，越来越多的公司也会觉得，既然能用我们的物流服务，就没必要自己操心配送了。
And I think over time, you might find that most companies don't feel like it's a good idea to have to run their own logistics when they can use our supply chain services.
回想我们当初做零售的时候，必须把每一个环节都做到极致：从制造商把货发出来，到上游仓储，再到实际的配送中心完成订单，还要让卖家能在多个平台销售，却共用一个库存池，最后完成‘最后一公里’的配送。
And so if you think about what we had to do as a retail business, we had to get really good at being able to move products from manufacturers to upstream storage warehouses to the actual fulfillment centers where you actually do the fulfillment to allowing people to sell in multiple marketplaces but have one inventory pool to the last mile delivery.
为了扩大零售业务，我们必须把这些环节都做到精通。
We had to get good at all those to scale our retail business.
我们觉得，把这些服务开放给各种规模的公司，实在太合理了。
We just said, it makes so much sense to expose these services to companies of all sizes.
今天我们宣布，三一重工、宝洁、Lands' End 和 American Eagle 都已经在使用这些服务了。
You know, today we announced that three ms and Procter and Gamble and Lands' End and American Eagle were all using the services.
但最终可能受益最大的，反而是那些中小型公司，因为他们不用再自己搭建物流体系了，这意义重大。
But it may end up being the case that so many companies, small and mid size, get the most benefit because to not have to build out their own logistics network is a big deal.
我听到宝洁在用，确实很棒，你也想提 American Eagle，但我更想到那些平时依赖分销商的小企业主。
Well, when I hear, just terrific about Procter and I know you want to send West East from American Eagle, but I was thinking about the small businessman or the middle who normally go to a distributor.
他们现在可以直接对接，省下分销商那30%的抽成。
Maybe they can go direct and the distributor won't take the 30%.
这对刚起步的创业者来说，真是个绝佳的机会。
It is just a fantastic opportunity for someone who is just starting a business.
是的。
Yeah.
现在，我们为各种规模的企业，尤其是那些不想自己搭建这些能力的小型企业，提供供应链服务。因为自己搞的话，既耗时又烧钱。
Today compile try a supply chain for any size business but particularly a small business that doesn't want to to build out all those capabilities themselves, it's time consuming and expensive.
所以，如果我们能以极具竞争力的价格，提供像我们这样高质量的服务组件，那吸引力就非常大。
So if we can provide those components at a very cost competitive rate like we do at at a very high quality, it's very compelling.
好的。
All right.
接下来，我想聊聊你之前那封信。说实话，有时候我觉得你反思得有点过头了。
Now, I want to go to your letter, which was, look, I've told you at times when I thought you were like too soul searching.
这完全是反过来的。
This was the opposite.
这是纯粹的进攻策略。
This was pure offense.
我知道你是体育迷，我也是。
And I know you're a sports fan and I'm a sports fan.
虽然我希望靠防守赢球，但进攻确实更让人兴奋。
I want to win with defense, but offense is exciting.
亚马逊的晋升路径并不是一条直路。
Progression at Amazon is not exactly a straight lie.
这话什么意思？
What does that mean?
嗯，我喜欢这支叫The Beths的乐队，他们的歌词和专辑名字都特别有巧思。
Well, think, I mean, I love this Beths, the band, the Beths, and they have very clever lyrics and album titles.
他们最新这张专辑叫《直路是个谎言》，真的让我很有共鸣，因为人生重大转折往往不是一条直线。
And this last album, Straight Line Was a Lie, really spoke to me because most big inflections don't follow this one linear line.
要是真能按一条直线走，那该多省事，可现实根本不是这样。
It would be so much easier if they followed this straight linear line, but they don't.
这就意味着你得承认这一点。
And it means that you have to acknowledge that.
这意味着你一定会经历动荡和变化。
It means that you're going to go through, there's going to be disruption.
你也会尝试一些并不成功的点子。
You're going to try ideas that don't work.
如果一件事足够重要，你就得想清楚：是该孤注一掷去找答案，还是得多管齐下，因为这事太关键了，必须确保找到真正有效的解决方案。
If there's something important enough, you're going to have to think about do I to take shot at finding the answer or am I going to take multiple parallel shots because it's so important I have to make sure I find a winning solution here.
我觉得，当你觉得某个转折点特别关键，比如人工智能，你就该下重注。
And I think that when you believe that there is a particular inflection that is disproportionately important, like AI is as an example, you want to bet big.
哪怕这意味着你可能会有点过头，但这些转折点影响太大了，直接决定未来客户体验和公司的命运，你必须全力以赴。
Even if it means that you may over rotate a little bit, these inflections are so big and so impactful on the future of what customer experiences are and your company that you want to make sure that you've gone all in on.
这确实很重要，顺便说一句，你刚才用了四次‘重新发明’，三次‘重新想象’。
Well, is important because, by the way, you used the term reinvent four times, reimagine three times.
我就在想，你现在不是正在做这件事吗？砸两千亿美元进去，还真相信能有回报。
And I was thinking, well, isn't that what you're doing right now when you spend $200,000,000,000 and you actually believe it's going to pay off?
没错。
Yeah.
对我来说，我们最大的资本投入，是因为坚信人工智能是我们这一代人经历过的最重大的技术变革。
Well, I mean, to me, the really big capital expenditure bet that we're making is because we believe that AI is the biggest technology transformation in our lifetimes.
它会彻底重塑我们熟知的每一个客户体验，还会带来我们从未想象过的新可能。
It's going to reinvent every single customer experience we know and altogether new ones we never imagined.
如果你看看事物发展的速度，就说吧，我们在AWS最初的三年里，觉得增长已经够快了，那会儿年收入才五千六百万美元。
And, you know, if you look at the pace that things are growing I mean, just I used in the letter the example of after the first three years of AWS, we thought we were growing really fast and we were about $56,000,000 in revenue.
而在这波AI浪潮的前三年，我们的年营收已经突破了一千五百亿美元，是当年AWS同期的260倍。
And after the first three years of this inflection of AI or this incarnation of AI, our run rate is over $15,000,000,000 two sixty times what it was the first three years of AWS.
我们当时还以为AWS的增长够快了呢。
And we thought we were growing fast with AWS.
当这种变革如此重大时，你必须确保投资方式能让你尽可能广泛地抓住机会——不仅为客户，也为股东和整个公司。如果我们现在敢这么大胆押注，五年到十年后，公司会和保守行事时完全不同。
So when you have shifts that are this momentous, you want to make sure that you invest in such a way that you can pursue the opportunity as broadly for your customers as possible, as well as for, not I just our customers will benefit but our shareholders and the company as a whole will be a very different company five to ten years from now because we're betting big like this than it would otherwise be if we were conservative.
我理解亚马逊的核心精神。
Understand the ethos of Amazon.
也许最好的方式就是引用你信里说过的一句话。
Maybe the best way to do it is to say something that you said in your letter.
当其他公司都在远离乡村客户时，我们却在拼命奔向他们。
While other companies have been backing away from rural customers, we've been running to them.
我觉得这正是我们降价、让每个人都能最快拿到产品的根本原因。
I think this is very much of what's going on in terms of lowering price, in terms of getting it so everybody can have stuff as fast as possible.
我只是想让你谈谈这一点，因为并不是每个人都像你们这样做的。
And I just want you to speak to it because it's not what every no one's doing what you're doing.
那好吧，
How about Well,
服务农村客户成本更高，因为你的投入无法在人口密集地区分摊，所以有时候服务农村客户确实更困难。
it's more expensive to try to service rural customers because your investments aren't able to be amortized across as dense a population, so it's harder sometimes to serve rural customers.
现实是，现在这个国家乃至全世界都存在数字鸿沟。
Reality is, you know, there is a digital divide in this country and in the world right now.
如果你住在农村，连网购商品都得等三天以上才能收到，我觉得这不公平，用户体验也很差。
If you look at to me, like, if you live in a rural area, the fact that you can't get items via e commerce in less than three days, I think it's unfair and I think it's a bad customer experience.
所以我们决定投入40亿美元，为农村客户建设最后一公里配送网络。
And so we've decided, we invested $4,000,000,000 to build out a last mile delivery network for rural customers.
今年到目前为止，我们实现当日达的订单量已经比去年翻了一倍多。
If you look at the amount of items that we're getting to them now same day, it's more than double already this year, year to date versus last year.
我们还在继续建设更多的配送站点。
And we're still in the process of building out all the delivery stations.
所以我们现在能更快地把商品送到农村地区的客户手里，一天到两天内就能到，这跟以前完全不一样了。
And so we're gonna be able to get items to customers in rural areas so much faster inside a day or two which is a very different customer experience than what you could do before.
我觉得他们在网络连接方面也是一样，确实存在明显的数字鸿沟。
I think the same is true around just the connectivity they have where there is a real digital divide.
我们平时习以为常的事——比如在线购物、在线办公、在线教育或者娱乐，在很多农村地区根本做不到。
The things that you and I are used to doing every day that we take for granted, doing business online or education online or shopping or entertainment, those things you can't do in a lot of rural communities.
他们连宽带网络都没有。
They're without broadband connectivity.
全球有数十亿人至今还没有宽带网络连接。
There are billions of people around the world who don't have broadband connectivity.
如果我们能解决这个问题，能为他们提供网络连接的话——
So if we're able to make that, if we're able to give them that connectivity
通过卫星。
With satellites.
我们正在研发一颗低地球轨道卫星，叫亚马逊LEO。
With you know, we're building this low Earth orbit satellite called Amazon LEO.
这彻底改变了农村地区人们所能实现的可能性。
That completely changes what's possible for people in rural areas.
接下来，首席执行官李·布·谭是如何让英特尔扭转局面的？
Coming up, how has CEO Lip Bu Tan turned things around at Intel?
克雷默将直接采访当事人，一探究竟。
Cramer's going straight to the source to find out.
接下来。
Next.
嘘嘘嘘，没错，吉姆·克雷默。
Boo boo boo yeah, Jim Cramer.
我是
I'm a
这是第一次来电，我是俱乐部的忠实会员。
first time caller, a happy club member.
我想感谢你们为普通投资者挺身而出。
I wanna thank you for being the people's champion of investing.
谢谢你帮我成为百万富翁。
Thank you for helping me become a millionaire.
7月16日星期四，CNBC体育和团队上线。
Thursday, July 16, CNBC Sport and Board the the team.
我们正在
We're We're in be
到
to
欢迎回到《疯狂金钱》特别节目，庆祝美国创新。
Welcome back to this special edition of Mad Money, celebrating American innovation.
我们的下一场访谈在纽约证券交易所进行，这里是美国金融创新的核心。
Our next interview takes place here at the New York Stock Exchange, the heart of American financial innovation.
我们虽然没走远，但既然那位创造了历史上最大逆转之一的CEO就在城里，这种机会可不能错过。
We're staying local, but that's because when the CEO leading one of the biggest turnarounds in history is in town, you don't miss the opportunity.
就在这交易所的阳台上，我采访了英特尔的新任CEO林博文，这是他首次接受CNBC的专访。
Right here on the balcony exchange, I got to sit down with the new CEO of Intel, Lip Bu Tan, in his first ever interview with CNBC.
李培的英特尔未来愿景独到而大胆，成败攸关。
Lip Bu's vision for the future of Intel is original and ambitious, and the stakes are high.
他肩负重任，要让这家几年前迷失方向的公司重振旗鼓。
He's been tasked with turning around the story company that lost its way a few years ago.
我很想了解他打算怎么做到这一点。
I wanted to learn more about how he's going to do it.
是什么让他有这样的信念？
What's inspiring his outlook?
他对这家标志性的美国芯片企业未来走向怎么看？
What he sees as the trajectory for this iconic American chip company?
一起来看看。
Take a look.
非常荣幸能邀请您来到Food First，您做了一件大多数人认为不可能的事。
With Food First, it is an honor to have you here, and you have done something that most people thought was impossible.
您成功扭转了局面，拯救了英特尔——这个国家的瑰宝。
You have turned around, saved a national treasure that is Intel.
你是怎么做到的？
How'd you do it?
首先，非常感谢您邀请我来这儿，我怀着谦逊的态度，一步步推进改进。
First of all, thank you so much for inviting me to be here and in a very humble way, and I take steps in term of improving.
我加入这家公司并担任CEO，主要是因为这是一家具有标志性的企业。
And the main reason I joined this company to be the CEO is a iconic company.
没错。
Right.
您说它是国家宝藏，这一点真的非常重要。
It's so important that you describe a national national treasure.
这对美国来说意义重大。
It's so important for United States.
尽管我并不需要这份工作，但我还是决定接手，拯救这家公司，也为美国做点贡献。
And I decided, even though I don't need this job, I decided to come in to save the com in the company and also good for United States.
你上任后做的第一件事，非常不符合一位CEO的常规做法。
One of the first things you did is very atypical of a CEO.
你决定去了解一线员工的想法。
You decided to canvas the workforce.
很少有人关心普通员工在做什么，但这套方法对你很有效。
Very few people want to know what rank and file do, but it's worked for you.
是的。
Yeah.
我觉得我做出这个改变的主要原因是，注重培养一种对人负责、注重结果的文化。
So I think the main reason I changed that is basically focus on the culture of holding people accountable and also drive result.
推出最好的产品，让客户真正满意，这一点非常重要。
The best product, the best delight customer is very important.
之前，公司的管理层有十二层，我把它缩减到了五层。
And so with that, I think I layer used to have 12 layer of the management team.
另外一部分不只是针对中层管理。
I bring it down to five layer.
而是要重新定义中层的角色。
And then the other part is not just the is the middle management.
你知道，决策速度有点慢。
You know, it kind of slow decision making.
我想消除这个问题，这样才能让每个人负起责任，专注于打造最好的产品，让客户满意，这是一场文化变革。
I want to have that removed so that we can be hold people accountable and drive result focus on the best product development and also delight the customer, and that's a culture change.
当然。
Sure.
过去我们犯了不少错误，现在我们都在纠正这些错误。
Right now, we in the past, we make a lot of mistake, and now we correct that mistake.
没错。
Right.
我们还简化了路线图。
And we simplify the road map.
顺便说一句，我一上任CEO，就让所有工程团队直接向我汇报。
By the way, from day one, I came on board as a CEO.
所有工程师都直接向我汇报。
I have all the engineering report to me.
展开剩余字幕（还有 334 条）
所以说，从某种程度上讲，我们要理解那些曾经让客户失望的人
So in a way, understanding here the customer who had
是那个错误。
the mistake.
是前一任CEO。
To the previous CEO.
不是。
No.
说白了，他们部门之间壁垒太多，管理层级也太杂乱。
And so in a way, you know, they have too many silo, too many people leader reporting.
就算最后汇报到CEO这儿，也没人真正在意。
And even though come to the CEO, but they are not paying attention to it.
所以我决定，最关键的是先搞清楚问题出在哪，这样才能专注工程重建，简化产品，真正做出让人眼前一亮的爆款。
So I decided the best thing is to really understanding where the problem is so that I can focus on the engineering, how to redesign, simplify the product, and then get the real killer product come out.
这就是谷歌选你当关键合作伙伴的原因吗？
Is that why Google has chosen you as a critical partner?
是的。
Yes.
谷歌是非常重要的赢家。
And then Google is a very important is a winner.
我始终相信，要和赢家合作。
I always have the belief, work with the winner.
支持赢家让他们更成功，成为他们的合作伙伴，这才是关键。
And then, so it's really supporting the winner to be even more successful and be partner with them.
这就是我的风格。
That's my trademark.
我总是希望让客户感到惊喜。
I always want to delight the customer.
我选择客户作为合作伙伴，因为我们互相帮助、共同成功，这是双赢的局面。
I pick customer partners so that we can work in helping us, and helping them to be successful is a win win situation on that.
作为领导者，保持谦逊和善于倾听是非常重要的能力。
So some humility and listening is very important skill to have as a leader.
再回到数据中心这个部分，没错。
And then the other part on back to the data center Right.
我们以前在这个领域是领先的。
Is something that we used to have a leadership in that.
对。
Right.
但这些年，我们失去了优势。
And over the years, we lost it.
后来我们犯了一些大错，比如多线程处理，结果就丢了领先地位。
And then we make some big mistake, like multithreading, and we we lost it.
所以我现在努力把这一切重新拉回来，把人才招回来，重新聚焦像CoraRapid这样的产品——它会在多线程上发力，强势回归。
And so I I try now to bring that back, bring the talent back, and refocus a product like CoraRapid will be the multithreading and will come out very strong.
所以我们现在正在全力推进这件事。
So I think we are working on that.
另外对我特别有帮助的是，我们手上有先进的封装技术，还有晶圆代工能力，可以把这些资源整合起来。
And the other part is very beneficial for me is I have the advanced packaging and also the foundry that we can bring that together.
以前的英特尔，良品率极高，几乎不浪费任何东西。
The old Intel, the yield was they almost threw away nothing.
可能头几个月是这样，但后来大家意识到，良品率也是你的专长。
Maybe the first couple months, but that it people have realized yield is your specialty too.
提高毛利率靠的就是这个。
That that's how you get the gross margins up.
这需要付出巨大的努力。
It's a lot of hard work.
这需要大量的团队协作，我招了很多人才来帮忙。
It's a lot of teamwork, a lot of talents I brought on board to help.
另外一部分也非常重要。
And then the other part is also very important.
要想服务好外部客户，你得有合适的知识产权来支撑他们。
In order to serve outside customer, you need to have the right IP to support them.
比如，如果你做的是移动设备相关的产品，你就得拥有低功耗的知识产权。
And so, like, for example, if you are in mobiles related products, you need to have the low power IP.
没错。
Right.
没有这些，你就没法服务他们。
Without that, you cannot serve them.
所以这本质上是个服务行业。
So it's a service business.
你得跟客户建立起信任。
You need to build a trust with the customer.
你得拥有全套合适的知识产权。
You have all the right IP.
你得有出色的良率、缺陷密度和周期时间，这责任可不轻。
You have all the right yield and defect intensity and cycle time so that this is a lot of responsibility.
如果他们的收入依赖于你的晶圆，那你就得靠得住。
If they're going to count on that revenue depend on your wafer Mhmm.
良率表现是我们对他们做出的重要承诺。
You got to have that yield performance is a big commitment from us to serve them.
没错。
Right.
所以我非常重视这一点，就是要赢得客户的信任。
So something that I take it very serious, I want to build the trust with the customer.
好消息是，有些客户从Cadence Day就认识我了，他们知道可以信赖我，我也一直努力不辜负这份信任。
And good news, some of the customer, they know me from Cadence Day, so they know they can trust me, and I work really hard to meet that.
这是一段漫长的旅程。
This is a journey.
回到我刚才说的，我们得先把良率提上去，把缺陷密度降下来，时间久了，知识产权也准备好了，那时候才能服务好这些客户。
And back to my point, we had to build the yield up, the defect density up, and over time, the IP will be ready so that we can serve some of these customer.
所以我们非常高兴。
So we are delighted.
我觉得最好的证明就是，当我增加资本支出时，我花钱买设备，可那时候还没真正拿到客户订单。
I think the best indication, when you see I increase my CapEx, I'm putting money to buy equipment that may not I have real customer.
这是我坚持的原则。
That's a discipline I have.
我想提一件事，因为我知道大家听了你的成就，但我也知道你为人很低调。
I I do wanna touch on one thing because I know people will hear your success, but I know you're humble.
我觉得你低调的一个原因，是你曾经玩过一项可能让人意外的运动——你在这方面其实非常出色。
And one of the reasons I think you're humble is because the a sport you played that might surprise people because you were very good at it.
我在高中和大学的时候打过篮球队。
So at high school and college, I played basketball team.
有一段时间我还当过队长，打的是大前锋。
And in fact, a period of time, I I am a captain, and I play power forward.
大前锋？
Power forward?
对，大前锋。
Power forward.
在亚洲，我算个子高的了。
And so in Asia, I consider tall.
所以我打的就是大前锋。
So I play power forward.
有时候我也会打中锋。
Sometime I play center.
你知道吗，我刚接手高中球队的时候，我们其实排名倒数。
And, as you know, when I took over in the high school, you know, some of the the team that I won, we are kinda last in the last in the rank.
等我高中毕业去上大学时，我们就成了第一。
And then when I finish high school and go to college, we are number one.
这靠的是团队文化。
And then so it's a culture of team.
你要把一支队伍真正带起来。
You build a team.
我擅长在篮下活动，但不是在篮筐底下硬拼。
You know, I'm good at the and not under the net.
但我需要能投三分球的队友。
And then but I need the three pointer student.
所以我得找到能和我配合的队友。
So I have to find the partners that I can work together.
我们团队合作得非常好。
And we work together as a team.
你甚至不用看球就能传出去，因为你清楚队友会在那里接球。
You can pass the ball without even look at it so you know your player gonna be there to receive the ball.
所以是斯蒂芬·库里吗？
So Steph Curry?
对。
Yeah.
他是我的铁粉，我也特别崇拜他。
He's my big fan, and I'm a big fan of him.
他彻底改变了这项运动。
And so how he changed the game.
我也是勇士队的铁杆球迷。
And I'm I'm a warrior, big fan.
某种程度上，我也在打篮球。
And so in some way, I play sport.
所以我一直在招揽关键人才。
So I recruit some all the key talent.
我想你最近几个月也注意到了。
I think you noticed last few months.
没错。
Right.
我招了一些真正出色的领导者。
I recruit some of the real good leader.
到六月底，我的团队就齐了。
And now by end of June, I will have my team.
有了这支队伍，我们就能着手规划未来五到十年，把公司变成一个全新的样子。
I can consider my team so that we can work on the next five year, ten years, how to become a different company.
我把这叫做新的智慧。
And I call it a new intel.
一种新的文化，就像光速一样运转，推动团队不断向前发展。
A new culture is almost like work on the speed of light and then work on the team that we can really kind of progress forward.
这是一段旅程。
So it's a journey.
这只是一个开始，要完成这一切还需要时间。
So it's a beginning, and that will will take time to do that.
现在大家已经明白，这只股票是怎么从20块涨到100块甚至更高的，而且还会继续上涨。
Well, I think people now understand how this stock went from 20 to a 100 and more, and it's just gonna keep going.
感谢您，李思博，英特尔首席执行官，抽出时间接受采访，祝您一切顺利。
And I wanna thank you, Lith Bhutan, Intel CEO, for your time, and best of luck to you, sir.
非常感谢。
Thank you so much.
谢谢。
Thank you.
接下来，我们会回顾克雷默前往肯塔基州的行程，看看两家美国巨头如何携手振兴美国制造业。
Coming up, we'll revisit when Cramer took off for Kentucky to see how two great American companies are reviving American industry together.
接下来。
Next.
欢迎回到《疯狂金钱》的‘投资美国’特别节目。
Welcome back to this Invest in America edition of Mad Money.
最近我最难忘的一次经历，就是受邀去了肯塔基州哈罗兹堡的康宁玻璃工厂，和康宁首席执行官温德尔·韦克斯以及苹果的蒂姆·库克共度了一整天。
One of my favorite adventures of late was when we got invited to Corning's glass manufacturing plant in Harrodsburg, Kentucky to spend the day with Corning CEO Wendell Weeks and Apple's Tim Cook.
康宁是一家百年以上历史的美国企业，可以追溯到爱迪生的时代，它一直与另一家美国标志性企业苹果合作，在美国本土生产所有iPhone所用的玻璃。
Corning is a 100 plus year old American company dating back to the time of Edison that's been partnering with another iconic American company, Apple, to produce the glass for all the iPhones in America.
这两家公司不仅是创新者，更是就业的创造者。
And these companies aren't just innovators, they're job creators.
我有机会和他们两位坐下来聊聊，看看这些公司是如何把制造业岗位带回美国小镇的。
I got a chance to sit down with them both to find out how these companies are bringing manufacturing jobs back to small town America.
一起来看看。
Check it out.
蒂姆，温德尔，这个地方太棒了，我想先问问我们的东道主温德尔，我们到底为什么会在——
Tim and Wendell, this is just an incredible place, and I wanna start with Wendell, our host, to say what the heck are we doing in
肯塔基州的哈罗兹堡？
Harrodsburg, Kentucky?
嘿，你好。
Well, hey.
真让人喜欢这样的制造工厂。
You gotta love a great manufacturing plant.
但今天真正重要的消息是关于苹果的。
But the news today really is about Apple.
我们这里把整个工厂100% dedicated给苹果，世界上所有iPhone的保护玻璃，现在都会在肯塔基州哈罗兹堡生产。
What we're doing here is we're dedicating 100% of this facility, to Apple to produce 100% of the cover glass for all the iPhones made in the world will now be made in Harrodsburg, Kentucky.
这确实很了不起，因为以前可能很多人都觉得，这种东西不可能在美国制造。
Well, it's kind of amazing because I think people might have thought at one time or another, you can't make this stuff in America.
这种事，我觉得我们以前是放下了。
This is the kind of thing that I think we got away from.
吉姆，以前是不是大家都说，你知道吗？
Jim, didn't people just say, you know what?
不如把这活儿外包到更便宜的地方，反正质量也差不多。
Let's just outsource this to some place that costs a lot less, and it'll all be the same quality anyway.
我们在选择合作伙伴时会考虑很多因素，其中最重要的一点就是创新能力。
You know, what what we do is we look at a lot of things when we decide who to work with, and one of the most important one is this innovation.
康宁在创新方面真的做得非常出色。
Corning brings so much innovation to the table.
你手里拿的这部手机，显然又薄又轻。
The the phone that you're holding, obviously, is so thin and so light.
但我们希望它能成为有史以来最耐用的手机。
It but we want it to be the most durable phone ever.
正是温德尔带来的陶瓷盾牌技术，加上我们的支持，才实现了这一点。
And so the ceramic shield that Wendell really brings to the table here with our help allows that.
这是实现这一目标的关键因素之一。
It's one of the enablers of that.
所以我们选择合作伙伴时，会综合考量很多方面。
And and so we look at a lot of things when we decide who to partner with.
现在，你提到的这个合作，可是涉及高达25亿美元的投资。
Right now, partnering with I mean, you're talking about putting a $2,500,000,000 commitment.
是的。
Yeah.
蒂姆，这些是不是那种我们现在完全想不明白的事情？
What are are these the kind of things, Tim, where we have no idea right now in our brains?
我们根本无法想象未来会诞生什么。
We can't comprehend what could come from here.
但正因为这个地方的创造力和你们的创新中心，我们将来会看到一些现在连做梦都想不到的东西。
But because the ingenuity of this place and and your innovation center, we're gonna see things that we just can't even dream of right now.
这确实没错。
Oh, that's absolutely true.
我们的工程团队已经在合作开发下一代技术了。
I mean, we have our engineering teams work together, and they're already working on future generations.
不过今天我们要谈的陶瓷盾牌，团队取得的成就真的让我们无比自豪。
But today, we're talking about the Ceramic Shield too, and and we couldn't be prouder of the accomplishment from the teams.
我们以前觉得康宁玻璃已经是世界上最强韧的东西了。
Well, we we thought Gorilla Glass was the most powerful, strongest thing in the world.
温德尔，你来说说，我们为什么需要这个？
Tell us, Wendell, why we want this?
首先，说实话，这根本不需要什么天才才能明白。
Because it's first of all, I mean, I can tell you it's like that doesn't take a genius.
但这件事有个特别之处，我觉得几乎可以说是坚不可摧。
But there's something about this that is, I guess, could you say almost indestructive.
没错。
Yes.
它的强度比第一代陶瓷盾提升了大约百分之五十。
Well, it's about 50% stronger than the first ceramic shield.
苹果之所以想要这个，是为了实现那种富有创意又惊艳的设计。
And then, Apple wanted that so that they could do this creative and stunning design.
因为当你想做出一个看似玻璃外壳、同时又轻盈无比的产品，而用户的使用场景其实没变的时候。
Because when you're trying to make something that basically is a glass shell and at the same time super light, but people's use case is the same.
他们来找我们，就是希望我们能提供更耐用的材料。
They want they came to us to ask us for something more durable.
那这怎么帮我们扩大规模呢？
So how will it allow you to expand?
人手会更多，地方也会更大。
It'd be more people, more space.
我们要不要干脆把这儿当成全球玻璃之都？
Are we gonna think of this as the capital of glass in the world?
其实我们早该这么做了。
Maybe we should have been already.
不用。
No.
这里将成为全球顶尖的特种玻璃生产基地。
This is going to become the world leading manufacturing site for production of highly specialized glass.
我们的产量要翻三倍。
We're gonna triple production.
员工人数也要增加一半。
We're gonna increase our workforce by 50%.
但回到蒂姆提到的创新点，我们正在规划三种全新的制造工艺，这些技术一旦落地，能让产品在未来变得耐用一百倍、两百倍，同时还能保持成本优势。
But back to the innovation point Tim makes is we're going to put in three new generations of manufacturing processes that are now on the drawing board between us that will enable this to create products that are a 100 times, 200 times even more durable as we go into the future and be cost competitive.
这正是我们双方共同推动的创新。
That is the joint innovation between us.
得益于苹果的投资，未来几十年这里都将持续推出一系列新产品。
We'll be able to have a series of products coming from here for decades because of Apple's investment.
我们来谈谈供应链的问题吧。
Well, let's talk about the supply chain issue.
我们经常听到有人说，总统会不会讲：听好了。
We often hear, well, will the president say, listen.
有一天，我希望iPhone能在这里生产，而不是别的地方。
One day, I want the iPhone to be made here, not anywhere else.
我觉得，你是不是得一步一步来？
I think don't you have to start piece by piece?
你需要的，比如说，是从头到尾的玻璃供应链，而这一点，你们现在正在这里实现。
You need this let's say, you need glass end to end, and you're doing that here.
是的
Yeah.
没错
That's right.
玻璃是iPhone非常关键的一个部件
The glass is a very key component of the iPhone.
你知道的，就是你拿在手里的那部分
You know, it's what you hold.
它已经成了手机正面的主体
It's what it's what the front has become.
从一开始，我们的目标就是做到这样，把玻璃做到这个程度
It's a sheet of glass that's it's it was our vision from the onset to get it to that.
所以它是个核心部件
And so it's a key component.
当然，还有其他一些关键部件
And, of course, there are other key components as well.
里面那个系统级芯片。
The system on a chip that's in there.
今年我们开始和台积电在亚利桑那州建造自己的系统级芯片。
We are beginning the process this year of building system on a chips in Arizona Arizona with with TSMC.
我们在美国做了很多事，实际上还能做更多。
And so there's a lot of things that we're doing, in The United States and a lot that we can do, frankly.
我的慈善信托基金一直把苹果视为长期伙伴。
Now, my charitable trust has positioned Apple as long standing.
我一直期待苹果能为顾客和股东做到最好。
I know I always expect Apple to be doing the best for customers, best for shareholders.
没错。
Right.
把25亿美元投在这里合适吗？
Is it right to put $2,500,000,000 here?
这是最好的选择吗？还是说，我们还必须兼顾另一件事——支持就业。
Is this the best place, or is there also another component that you have to do, which is you have to stay, we also wanna help the workforce.
这里就是最合适的地点。
This is the place to put it.
所以我对此很有信心，因为当我们评估创新、成本和质量时，这些因素都直接影响我们的决策。
And so I feel very confident in that because when you look at innovation, when you look at the cost, when you look at the quality, these are all things that are factored into our decisions.
这里确实是个绝佳的选择。
This is a great place.
难道不是吗？总会有人想模仿，但康宁几十年来一直保持的高标准，让他们根本做不到。
Is it not true that there'll be people who try to replicate this, but because of the standards of Corning, which we all know for going back decades and decades.
他们就是复制不了。
They can't do it.
就算他们手上有完整的技术参数，也照样仿不出来。
They may even have the specs, and they can't they can't imitate it.
为什么呢？
Why?
其实说到苹果产品，有两样东西特别难以复制。
Well, you have two in when it comes to Apple products, there's two things that are super hard to replicate.
首先是我们在这一领域长达一百七十五年的专业积累，这让我们在元素周期表的这一块拥有独特优势。
First is our expertise that we bring from a hundred and seventy five years of this being our slice to the periodic table.
除此之外，我们还和苹果紧密合作。
But then on top of that, we work with Apple.
差不多已经合作了二十年了。
We've been doing almost two decades
是的。
Yeah.
双方组成联合团队，苹果的人几乎天天都在这儿。
In joint teams where Apple people are here all the time.
他们常年泡在我们的实验室里，我们为苹果做的每一件事，都是 exclusively 专属他们的。
They're in our labs all the time, and everything we do for Apple is 100% only for Apple.
所以从沙子到产品设计，整个流程高度整合，这种深度整合让别人几乎不可能复制。
And so this becomes integrated right from the sand to the design, and this type of high integration makes it almost impossible to replicate.
但你们也和三星合作吧。
But you also work with Samsung.
他们是重要的客户。
They're a valued client.
要是他们说，你知道吗？
How about if they say, you know what?
我们想要你们给苹果用的那项技术，就是那个二十亿美金级别的技术。
We want some of that technology that the Apple 2,500,000,000 technology.
那会怎么样？
What happened?
我的意思是，如果真发生这种事，我知道你肯定不会高兴。
I mean, I know you couldn't be happy if that occurs.
所以我们直接拒绝。
So we say no.
我们会告诉三星：如果你想和我们合作开发前所未有的新材料，我们很乐意支持你，但苹果的材料就是苹果的专属。
And what we say to Samsung is if you wanna work with us to innovate and you're gonna develop the new to the world material, we'll be happy to work with you on that, but Apple's materials are Apple's materials.
明白了。
Okay.
当你这么说一切都在这里生产时，他们肯定会说：‘得了吧。’
Now when you say that everything's being made here, was it I I think they would say, oh, come on.
以前本来就是在那边生产的。
It was always made there anyway.
这话说得不对。
That's not true.
你现在是在把原本 elsewhere 的工作机会转移到这里，因为你希望在美国制造，让产业更强大。
You are moving and bringing jobs here that used to be elsewhere because you want to make it in America and make it strong.
说得完全对。
That's absolutely right.
我们之前确实在这里生产过一些，但远远达不到满足全球iPhone和Apple Watch需求的量。
We were building some volume here, but not nearly the volume needed to serve the worldwide community for iPhone and Apple Watch.
所以现在有大量增加的产能正在转移到这里。
And so there's an extraordinary amount of increased volume moving here.
我还没怎么聊到手表的事。
Now we're I haven't talked enough about the watch.
我的意思是，你看，我最担心的就是这块表，太显眼了，我怕自己一不小心就刮花了。
I mean, look, you the watch always my biggest worry is it is so out there that I am going to scratch it.
每一代我都戴过，但这次还真没发生过。
I've had every generation that hasn't occurred.
是他吗？
Is that him?
是的。
Yes.
就是他。
That's him.
这个嘛，我也不确定。
Well, I don't know.
我不知道你怎么做到的，但既然你有二十五亿美元，肯定能做出我们根本想不到的事，这些想法都在你脑子里。
I don't know how you do it, but it also I have to believe with $2,500,000,000, you'll be doing things that we haven't dreamed of, but they're in your head.
都在你们工程师的脑子里。
They're in your engineers' heads.
给我们描绘一下，说说二十三代的情况。
Give us a little picture of give us some twenty third.
所以，跟苹果打交道的第一条规矩，就像地下格斗俱乐部。
So first rule of dealing with Apple, it's a little life fight club.
格斗俱乐部的第一条规矩，就是不能谈论格斗俱乐部。
First rule of fight club is you don't talk about fight club.
真让人意外。
Surprise.
格斗俱乐部的第二条规矩是
Second rule of fight club is
特别有意思。
super fun.
可以谈格斗俱乐部。
Talk about fight club.
所以我们不会谈为我这位朋友正在开发的下一代产品。
So we're not gonna talk about the next generation of products we're doing for my friend here.
谢谢。
Thank you.
谢谢。
Thank you.
这确实很公允。
Well, that that is that is absolutely fair.
我有时候觉得，当你承诺投入六千亿美元的时候，其实你完全可以把在玻璃上做的这些事复制到很多其他领域。
I sometimes feel that when you made your commitment to $600,000,000,000, that it seems like that you could replicate what you're doing with glass in a lot of different verticals.
你已经在半导体领域这么做了。
You're doing it with semiconductors.
但很多人甚至都不知道你在做这些。
I don't think people even know that you're doing it.
是的。
Yeah.
我相信随着时间推移，大家会慢慢明白的。
I think it's will be understood over time.
不过我们在半导体领域所做的，是全面审视了整个供应链。
But what we're doing in semiconductors is we've taken a look at the entire supply chain.
从晶圆开始——其实更早，因为温德尔也参与了这个环节。
And so starting with the wafer or actually pre wafer because Wendell is involved in this as well.
晶圆是用沙子做的。
The wafer being these are made of sand.
实际上是用多晶硅制成的。
This is actually made of polysilicon.
明白了。
Okay.
这是世界上纯度最高的材料之一，我们正是从这里为苹果的供应链提供原料。
One of the purest materials in the world of which we actually source to Apple supply chain.
然后它会送到位于德克萨斯州的环球晶圆公司，他们为台积电这样的企业提供晶圆，由台积电负责芯片的制造。
And then it, you know, it goes to Global Wafers, a company that's in Texas, they will serve, companies like TSMC, which will do the provide the fab for the, for the product, for the chips.
之后，位于亚利桑那州的安姆科公司会负责封装。
And then Amcor, another company that's located in Arizona, will do packaging.
当然，应用材料公司在半导体设备领域非常关键。
And, of course, applied materials is very key to the semiconductor equipment.
所以我们正在推动整个产业链回到美国本土。
And so we're we're we're looking at the end to end bringing that to America.
我们知道你们用的玻璃里有一部分组件，你们精美的屏幕什么时候能在这里生产？
Now we know that there is a component of glass that you use for your beautiful when can that be made here?
还是说这本来就是全球最好的玻璃制造商才做得出来的东西？
Or is that just something that that I mean, they're the best glass makers in the world.
我明白他们很多工厂都设在海外，但为什么呢？
I what why I know they make a lot of plants overseas.
还是说在这里生产玻璃不够方便或者不实际？
Or or is it just not convenient or simple to have the glass made here?
目前我们主要聚焦在iPhone和Apple Watch上，因为它们的产量很大。
Well, today, we're focusing on iPhone and Apple Watch, which has substantial volume.
明白了。
Okay.
我负责其中一部分，得把
I I do part of it Gotta get
正确的画面呈现出来。
the right picture.
他在那儿。
He's there.
还有另一部分，就是那个
And part the the the
苹果与康宁的合作会在那里发挥作用。
the Apple's partnership with Corning will help there.
下一个。
Next.
在广告插播前，我向你们展示了我在肯塔基州哈罗兹堡对苹果的蒂姆·库克和当天的主持人康宁首席执行官温德尔·韦克斯的采访片段。
Before the break, break, I showed you part of my interview in Harrodsburg, Kentucky with Apple's Tim Cook and our host for the day, Corning CEO Wendell Weeks.
但当你有机会与有史以来最伟大的美国科技公司之一的CEO共处时，每一分钟都值得珍惜。
But when you get the chance to spend time with the CEO of one of the greatest American tech companies ever created, you take every minute you can get.
那番对话之后，我离开了生产线，来到肯塔基州哈罗兹堡市中心，跟蒂姆·库克聊了聊。
After that conversation, I had the chance to get off the factory floor and went to the streets of downtown Harrodsburg, Kentucky to talk with Tim Cook.
现在回头看，那次采访更有意义了。
Looking back, the interview was even more meaningful.
这是蒂姆·库克宣布卸任苹果CEO之前，最后一次接受电视采访。
It's one of the last times Tim Cook came on air before announcing he would be stepping down as Apple's CEO.
来看看这段视频。
Take a look.
蒂姆，我们现在在哈罗兹堡市中心。
Well, Tim, we're in Downtown Harrisburg.
你之前提到过连锁反应。
You talked about the ripple effect.
这就是你说的吗？
Is this it?
对，就是这儿。
This is it.
看到一个小镇因为康宁而蓬勃发展，我内心真的特别欣慰，这一切的根源就在于我们和康宁的关系。
It really makes my heart sing to see a town that is doing so well, that's thriving off of Corning, and our relationship of with Corning is at the root of that.
所以这种感觉真的非常好。
And so it feels fantastic.
当然，还有其他一些小镇，并没有像你们和康宁这样两家如此用心的企业来支持。
Now there are other towns, of course, that didn't get blessed by two companies that care as much as as you and Corning.
这里的氛围确实很不一样，对吧？
The atmosphere is very different, isn't it?
但我们也不可能无处不在，你知道的。
Well, we can't, you know, we can't be everywhere.
我真希望我们能做到。
I wish we could.
未来四年，我们将投入六千亿美元来推动发展。
But we are putting 600,000,000,000 to work in the next four years.
这是一项非凡的承诺，全美将有七十九家工厂因此受益。
And so it is an extraordinary commitment, and there's 79 factories across the The US that will benefit from this.
但你难道不觉得，如果只是想说‘你看’，那你得投入十倍的钱才行吗？
But don't you think you'd have to put up 10 times that if if you're just to be able to say I mean, look.
你得让这笔钱发挥出作用。
You gotta put the money to work.
你向总统承诺过，要让这笔钱
You promised the president you're gonna put
发挥作用。
it to work.
没错。
Yes.
我们正在让这笔钱发挥作用。
We are putting it to work.
而且
And
25亿美元在你该做的事里，不过是九牛一毛。
But 2 and a half billion is is a drop in the bucket of what you have to do.
二十五亿只是那七十九项中的一项。
2 and a half is just one of those 79.
明白了。
Okay.
所以呢。
And so
哦，那个。
Oh, that
这下就说得通了。
makes sense.
七十九项中的一项。
One of the 79.
这是一个很棒的开端，而且非常重要，因为玻璃是你每天在手机上频繁接触的东西，对吧。
And so it's a great start and a very important one because the glass is something you interface with all the time, right, on your phone.
我们和苹果建立的这种合作关系，从2007年第一代iPhone至今，让我们感到无比自豪。
And we couldn't be prouder relationship that we've built up over what is now since the first iPhone in 2007.
当我们谈到连锁效应时，可不只是对小镇的影响。
Now the when we speak about the ripple effect, it's not just what it does with towns.
我猜会有一些外国公司说，好吧。
I imagine that there will be companies, foreign companies that will say, okay.
既然苹果在这儿，还建起了供应链，那我也得在这儿设个工厂，搭上这班车。
I now have to put a factory there because Apple's there, and they're building a supply chain, and I can be part of it.
没错。
That's right.
这就是连锁效应。
That's the ripple effect.
只要我们来了，其他公司也会跟着来。
If if we come, there will be more companies coming.
这就像多米诺骨牌一样，一推全倒。
It's a domino effect kind of thing.
这比政府做什么都强，对吧？
It's better than anything the government can do, isn't it?
我的意思是，这
I mean, it's
我
I
是企业与政府之间的区别。
think what the Enterprise versus government.
我认为政府确实有其作用，比如制定监管规则，没错。
I think the government has a role in terms of the regulation kind of role Okay.
还有引领方向，这一点总统已经明确做到了。
And setting the leadership, which which the president has clearly done.
他清楚地表达了要把更多制造业带回美国的目标。
He's really stated his objective to get more and more manufacturing into The United States.
所以我觉得各方都有各自该扮演的角色。
And so I think there's a role for for each party.
我想提一下，似乎被忽略了一点：总统希望所有东西都在美国制造，但前提是得有优质的教育。
The I I I wanted to just say that the one thing that seems to be left out, president wants to be able to have built everything built here, but you have to have great education.
像这样的小镇必须得提升自己，但那不是你的责任。
A town like this is gonna have to up its game, but that's not being you're not responsible for that.
我们能做的，就是把底特律的制造学院推广到中小型企业。
Well, what we can do is bring the manufacturing academy in Detroit to small and medium sized businesses.
康宁当然有能力培训自己的员工，但我们可以大大帮助中小企业提升这方面的能力。
Corning obviously is has enough statue to train their own employees, but we can help that significantly with small and medium business.
我们还能协助社区学院，把我们的课程内容带到这些学校里去。
And we can help with community colleges and these sort of things in getting some of our curriculum out into those schools.
所以我们确实有可以发挥的作用。
And so we do have a role.
没错。
Okay.
我们其实也办了一所大学，但只面向苹果内部员工。
We don't we do run a university as well, but we do that for internal to Apple only.
蒂姆，你经常跟股东交流，这也是你工作的一部分。
Tim, you talk you talk to shareholders all your time, part of your job.
他们当中有人说过，你知道吗？
Do any of them say, you know what?
听好了。
Look.
五千亿美元啊，我的意思是，真希望你们直接拿这五千亿美元回购股票。
500,000,000,000, I mean, I wish you would just buy back stock with the 500,000,000,000.
你们干嘛浪费股东的钱？
Why are you wasting shareholder money?
我觉得大多数股东都相信，我们最清楚该怎么做出这些决策。
You know, I think most of our shareholders believe that we're in the best position to to make these type of decisions.
所以老实说，我从来没收到过任何抱怨——一个都没有？
And so I I have to honestly say, I haven't gotten a single complaint Not one?
就是那六千亿美元的事。
About the 600,000,000,000.
从五千亿涨到六千亿的时候？
When it went from 500 to 600?
一个都没有。
Not one.
我一个都没收到。
I have not seen one.
一个都没有？
Not one?
一个都没有。
Not one.
这还真有点不寻常。
That's kind of remarkable.
是的。
Yes.
确实如此。
It is.
我本来以为会有人气得不行，说你听听。
I would think there are people who could be enraged and say, you know what?
我觉得他这么做，就是为了能在中国卖货，或者讨好总统。
I think that's he's just doing it just so we can sell in China or to appease the president.
肯定有人是这样的，但他们还没联系过我。
I'm sure there's somebody out there like that, but they they haven't contacted me.
我真是没想到。
I'm astonished.
确实如此。
Yes.
我真的觉得不可思议。
I really am.
也许是我在华尔街想得太消极了。
I mean, maybe I'm too cynical on Wall Street.
我以为总会有人站出来说，听好了。
I I figured that that there would be some people who would say, listen.
你们完全可以给我们更高的股息。
You could give us a better dividend.
相反，你是在帮哈里斯堡。
Instead, you're helping the Harrisburg.
是的。
Yeah.
我觉得大多数人一看会觉得，你投资美国真是太好了。
I think most people look at it and say, it's great that you're investing in America.
所以他们都是从这个角度去看的，指望我们做出对股东最有利的决策。
And and so I think they look at it through that lens and depend on us making decisions in their best interest for the shareholders.
接下来，我们将为这期特别节目《疯狂金钱》庆祝投资美国画上句号。
Coming up, we wrap up this special edition of Mad Money celebrating investing in America.
接下来。
Next.
我常说，总有一个牛市在某个地方，我向你保证，我会在这里的《疯狂金钱》上帮你找到它。
I like to say there's always a bull market somewhere, and I promise to try to find it just for you right here on Mad Money.
我是吉姆·克莱默。
I'm Jim Cramer.
下次见
See you next
吉姆·克雷默在本播客中表达的观点仅代表他个人意见，不代表CNBC或其母公司、关联公司立场，这些观点可能曾通过电视、广播、互联网或其他渠道发布过。
expressed by Jim Cramer on this podcast are solely Cramer's opinions and do not reflect the opinions of CNPC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium.
您不应将克雷默的任何观点视为具体的投资建议或操作指引，而应仅将其视为他的个人看法。
You should not treat any opinion expressed by Cramer as specific inducement to make a particular investment or follow a particular strategy but only as an expression of his opinion.
克雷默的观点基于他所认为可靠的资讯，但CNBC及其关联公司和子公司不保证其完整或准确，也不应依赖这些信息做出决策。
Cramer's opinions are based upon information he considers reliable but neither CNBC nor its affiliates and or subsidiaries warrant its completeness or accuracy and it should not be relied upon as such.
如需查看完整的《Mad Money》免责声明，请访问cnbc.com/madmoney disclaimer。
To view the full Mad Money disclaimer, please visit cnbc.com/madmoney disclaimer.
7月16日星期四，CNBC体育与Boardroom携手Fanatics Fest，共同探讨塑造体育未来的新理念与战略布局。
Thursday, July 16, CNBC Sport and Boardroom join Fanatics Fest for game plan, groundbreaking ideas shaping the future of sports plan.
关于 Bayt 播客
Bayt 提供中文+原文双语音频和字幕，帮助你打破语言障碍，轻松听懂全球优质播客。