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聪明人这样评价英伟达对首席执行官黄仁勋的调查Here's what smart people are saying about Nvidia's investigation of CEO Jensen Huang

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英伟达首席执行官黄仁勋Nvidia CEO Jensen Huang

英伟达首席执行官黄仁勋在周日的一份备忘录中表示,他对妻子“不忠”。

Nvidia CEO Jensen Huang said in a memo on Sunday that he had been "unfaithful" to his wife.

周日,英伟达表示,其董事会已启动独立调查,以查明黄仁勋是否曾成为“外国情报行动的目标”。黄仁勋当天早些时候与英伟达员工分享了一份备忘录,他在其中表示自己对妻子“不忠”。

On Sunday, Nvidia said its board of directors opened an independent investigation into whether Jensen Huang had been the "target of a foreign intelligence effort." Huang shared a memo with Nvidia employees earlier in the day in which he said he had been "unfaithful" to his wife.

据《纽约时报》10月报道,美国官员认为,一名中国情报资产爱丽丝·黄与英伟达首席执行官发展了关系。爱丽丝·黄曾担任英伟达客户Megaspeed(迈速)的高管。

In October, The New York Times reported that US officials believed that a Chinese intelligence asset, Alice Huang, had developed a relationship with the Nvidia CEO. Alice Huang has been an executive for Megaspeed, an Nvidia customer.

随着英伟达站在国家安全丑闻的边缘,一些商业和科技领袖已开始发表看法。以下是他们的表态。

As Nvidia teeters on the edge of a national security scandal, some business and tech leaders have begun to weigh in. Here's what they're saying.

贝莱德资本管理公司首席执行官比尔·阿克曼 周日,贝莱德资本首席执行官比尔·阿克曼建议人们在对待黄仁勋一事上应以同理心为先。

Bill Ackman, CEO of Pershing Square Capital Management On Sunday, Pershing Square CEO Bill Ackman suggested people should lead with empathy when it comes to Huang.

“提醒一下:@JensenHuang 是个凡人。而且他是个了不起的凡人。即使了不起的凡人也会犯错,”阿克曼在X平台上表示。“他像应该做的那样承担了全部责任。我们都应该支持他和他的家庭。继续前行。”

"An alert: @JensenHuang is human. And he is an incredible human. Even incredible humans make mistakes," Ackman said on X. "He takes full responsibility as he should. We should all support him and his family. Onward." Chris McGuire, senior fellow at the Council on Foreign Relations Chris McGuire, a senior fellow at the Council on Foreign Relations, said the US Department of Commerce shared blame for the national security threat.

外交关系委员会高级研究员克里斯·麦奎尔 外交关系委员会高级研究员克里斯·麦奎尔表示,美国商务部应对这一国家安全威胁负有责任。他说,该部门实施的政策使中国容易获取英伟达最先进的芯片。

He said the department has enacted policies that make it easy for China to access Nvidia most advanced chips.

“@CommerceGov 领导层知晓黄仁勋与一名中国间谍有染,且知晓Megaspeed是中国的掩护实体,但仍积极反对任何收紧英伟达芯片出口管制的政策。为什么?”他在周日的一条X帖子中写道。

"@CommerceGov leadership knew that Jensen was sleeping with a Chinese spy and that Megaspeed was a Chinese cutout, but still actively opposed any policies to tighten export controls on Nvidia chips. Why?" he wrote in an X post on Sunday.

“商务部本可以在发现 Megaspeed 由一名中国间谍运营的那一刻,就阻止芯片发往该公司,但它没有这么做。商务部还拒绝执行那些讽刺的是仍然保留在法规中的规定——这些规定本要求出口商在向许多国家的不可信实体大量出口 AI 芯片时申请许可证,这本可防止中国利用像 Megaspeed 这样的空壳公司购买受控芯片,”他补充道。

"Commerce could have blocked chip shipments to Megaspeed the moment it found out that it was run by a Chinese spy, but it did not. Commerce has also refused to enforce regulations—which ironically remain on the books—that would require exporters to apply for a license to ship large numbers of AI chips to untrusted entities in many countries, which would prevent China from using shell companies like Megaspeed to buy controlled chips," he added.

McGuire 表示,Nvidia 更加重视国家安全问题很重要,但也呼吁美国商务部“收紧出口管制”。天使投资人、《All-In》播客主持人 Jason Calacanis 于周日表示,美国正处于一场争夺全球 AI 行业领导地位的紧迫竞赛中,而黄仁勋是这一努力的核心。

McGuire said it's important that Nvidia takes national security issues more seriously, but also called on the US Department of Commerce to "tighten up export controls." Jason Calacanis, angel investor and "All-in" host Jason Calacanis, an angel investor and host on the "All-In" podcast, said on Sunday that the US is in an urgent contest to lead the global AI industry and that Huang was central to that effort.

“为了民主和人类,我们必须赢。我们大家都在一起:左派、右派和中间派。没有时间搞内斗,”Calacanis 在 X 上写道。“Jensen 和 NVIDIA 的技术是关键目标,我们需要保护他们两者。”

"We need to win, for the sake of democracy and humanity. We are all in this together: the left, the right and the center. There is no time for infighting," Calacanis wrote on X. "Jensen and NVIDIA's technology are a critical target, and we need to protect them both."

Calacanis 呼吁美国团结一致对抗中国并“加快步伐”:“请采取相应行动,”他写道。

Calacanis called on the US to rally together against China and "go faster." "Act accordingly," he wrote.

Yorkville Ives 合伙人兼高级董事总经理 Dan Ives 于周日表示,这一情况是黄仁勋声誉上的污点。

Dan Ives, partner and senior managing director at Yorkville Ives Dan Ives, a partner and senior managing director at Yorkville Ives, said on Sunday that the situation is a stain on Huang's reputation.

“这对 Jensen 来说是一个‘黑眼圈’时刻,至少将引发多项国会调查,并造成阴影笼罩,”Ives 写道。

"This is a black eye moment for Jensen and will spark multiple congressional inquiries at a minimum and will create an overhang," Ives wrote.

得克萨斯州众议员 Michael McCaul 表示,美国应“立即暂停”向中国发运先进 AI 芯片,直到“我们能弄清这一事件的底细,并确保我们的国家安全不受损害”。“这是中共剧本中的经典一招——也是其永远不可信的又一例证,”他写道。

Texas Rep. Michael McCaul Texas Rep. Michael McCaul said the US should "immediately pause" shipments of advanced AI chips to China until "we can get to the bottom of this incident and ensure our national security is not being undermined." "This is a classic move from the CCP's playbook — and another example of why it can never be trusted," he wrote.

红杉资本合伙人肖恩·马奎尔周日在X平台发文表达了几点看法。马奎尔称黄仁勋是“这一代最伟大的企业家之一”,但也做了一件“难以置信的愚蠢”事。他称这一决定“对美国不利”,但怀疑黄仁勋并无恶意。

Shaun Maguire, partner at Sequoia Capital Sequoia Capital partner Shaun Maguire shared a few thoughts in an X post on Sunday. Maguire called Huang "one of the greatest entrepreneurs of this generation," who also did something "incredibly dumb." He called the decision "bad for America" but doubted Huang had bad intentions.

“两个错误不能变成正确,我认为黄仁勋对于美国的人工智能领导地位而言是不可替代的,”马奎尔说。

"two mistakes don't make a right, and I believe Jensen is irreplaceable for America's AI leadership," Maguire said.

格伯川崎财富与投资管理公司总裁兼首席执行官罗斯·格伯也于周日在X平台发文讨论了这一消息。格伯是格伯川崎财富与投资管理公司的总裁兼首席执行官。

Ross Gerber, president and CEO of Gerber Kawasaki Wealth and Investment Management Ross Gerber also discussed the news in an X post on Sunday. Gerber is the president and CEO of Gerber Kawasaki Wealth & Investment Management.

“看到关于黄仁勋的消息极其令人失望。在人工智能发展至关重要的时刻,这是一个巨大的判断失误。不确定事态将如何发展,”他写道。

"Extremely disappointing to see the news regarding Jensen. A huge error of judgment and at a totally critical time for AI development. Not sure how this shakes out," he wrote.

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