在台北和首尔的街头，英伟达（NVDA.O）首席执行官黄仁勋的粉丝们围住他，请求在书籍、海报甚至身上签名。私下里，甚至连亿万富翁拉里·埃里森和埃隆·马斯克也曾因渴求他手中备受追捧的人工智能芯片而沦为“乞求”者。
On the streets of Taipei and Seoul, fans of Nvidia (NVDA.O) CEO Jensen Huang mob him for autographs on books, posters and sometimes even on their bodies. In private, even billionaires Larry Ellison and Elon Musk were once reduced to "begging" for his coveted AI chips.
63岁的黄仁勋作为英伟达芯片的把关人所拥有的明星效应，显示出人工智能行业对他的依赖程度之深——他掌控着训练模型和运行ChatGPT等服务所需的图形处理单元。
The star power that 63-year-old Huang draws as the gatekeeper to Nvidia's chips shows how badly the AI industry is leaning on him for the graphics processing units that train models and run services such as ChatGPT.
但他不仅仅是一名芯片供应商；近年来，英伟达将不断膨胀的现金储备变成了一支“战争基金”，用于资助从人工智能云计算服务商、供应商到最大型实验室等各类公司。
But he is not just a chip supplier; instead Nvidia has in recent years turned its swelling cash pile into a war chest to fund companies ranging from AI cloud-computing providers and suppliers to the biggest labs.
分析师表示，这使得黄仁勋成为人工智能行业的一个潜在风险点，因为英伟达正在调查他是否曾成为外国情报机构的攻击目标，此前黄仁勋证实了他与一名被指向北京传递情报的中国女商人的婚外情。
Analysts say that makes Huang a potential risk to the AI industry as Nvidia investigates whether he was targeted by foreign intelligence after Huang confirmed his affair with a Chinese businesswoman accused of passing information to Beijing.
“考虑到这将美国最重要的公司之一的管治权，以及美国人工智能轨迹的缔造者置于争议之中，很难不对周末的新闻做负面解读，”伯恩斯坦分析师Stacy Rasgon表示。
"It is hard not to read the news over the weekend as negative given it brings the stewardship of one of America's most important companies and the architect of the US AI trajectory under debate," Stacy Rasgon, analyst at Bernstein, said.
“英伟达不是一家普通公司，黄仁勋也不是一位普通CEO；他就是英伟达，明确制定长期战略和方向，并亲自掌控公司的大部分命脉。”黄仁勋的影响力如此之大，以至于去年他与三星和现代汽车的首席执行官在首尔随意地吃了一顿炸鸡喝啤酒，就让两家韩国食品公司的股价飙升；而他对Marvell Technology（美满电子科技）作为下一家“万亿美元公司”的背书，更推动这家定制芯片制造商的股价升至历史高位。
"Nvidia is not an ordinary company and Jensen is not an ordinary CEO; he is Nvidia, clearly sets the long-term strategy and direction, and pulls most of the company's strings himself." Such is Huang's spell that a casual night of fried chicken and beer in Seoul with the CEOs of Samsung and Hyundai last year sent the shares of two South Korean food companies soaring, while his endorsement of Marvell Technology as the next "trillion-dollar company" propelled the shares of the custom chipmaker to record highs.
作为人工智能怀疑论者的主要制衡力量，黄仁勋经常驳斥泡沫担忧，并挑战Anthropic首席执行官Dario Amodei关于该技术可能对人类构成生存威胁的末日警告。
As a leading counterweight to AI skeptics, Huang has often dismissed fears of a bubble and challenged Anthropic CEO Dario Amodei's apocalyptic warning that the technology could pose an existential threat to humanity.
任何对黄仁勋的打击，都可能让AI行业失去其最直言不讳的拥护者之一。他经常主张，这项技术将改变从计算、制造到医疗保健和机器人技术的一切。
Any setback for Huang could deprive the AI industry of one of its most vocal champions who has often argued that the technology would transform everything from computing and manufacturing to healthcare and robotics.
黄仁勋的影响力不仅限于为AI摇旗呐喊。他掌控着芯片供应，而这些芯片能决定投入数百亿美元的AI公司能以多快的速度增长。
Huang's influence goes beyond talking up AI. He holds sway over the supply of the chips that can determine how fast AI companies spending tens of billions of dollars can grow.
2024年9月，甲骨文联合创始人埃里森在回述一次在帕洛阿尔托Nobu餐厅的晚餐时，证实了这一地位。
That status was validated by Oracle co-founder Ellison in September 2024 when he recounted a dinner at Nobu in Palo Alto.
“我会形容那顿饭是我和埃隆在乞求黄仁勋给GPU，”埃里森对分析师说。“请收下我们的钱……我们需要你收下更多我们的钱。”黄仁勋通过一种异常扁平的架构牢牢掌控着英伟达，数十位高管直接向他汇报。
"I would describe the dinner as me and Elon begging Jensen for GPUs," Ellison told analysts. "Please take our money ... We need you to take more of our money." Huang has a firm grip on Nvidia, which he runs through an unusually flat structure, with dozens of executives reporting directly to him.
然而，作为第五大股东，持股约3.6%的他，并没有像Meta Platforms（META.O）的马克·扎克伯格和SpaceX（SPCX.O）的埃隆·马斯克那样，拥有赋予创始人对其公司多数控制权的特殊投票权股份。
However, as its fifth-largest shareholder with a roughly 3.6% stake, he does not have special voting shares that give founders such as Meta Platforms' (META.O) Mark Zuckerberg and SpaceX's (SPCX.O) Elon Musk majority control of their companies.
“许多公司的组织架构图看起来都一样。对我来说这讲不通，”黄仁勋3月在Lex Fridman播客节目中说。“公司的架构应当反映其所处的环境。”
"A lot of companies' organization charts, they all look the same. And it doesn't make any sense to me. The architecture of the company should reflect the environment in which it exists," Huang said on the Lex Fridman Podcast in March.
他说，有60多位高管向他汇报，几乎全是工程岗位，包括存储芯片、网络、图形和中央处理器方面的专家。
He said more than 60 executives report to him, nearly all in engineering roles, including experts in memory chips, networking and graphics and central processors.
黄仁勋的家庭也深度融入英伟达：女婿Nico Caprez担任全球AI基础设施增长副总裁，负责管理与新云服务商和数据中心运营商的关系。
Huang's family is also woven into Nvidia, with son-in-law Nico Caprez overseeing ties with neoclouds and data-center operators as vice president of global AI infrastructure growth.
黄仁勋的女儿Madison担任高级总监，负责英伟达实体AI产品的营销，经常陪同他出差；儿子Spencer在机器人部门工作。
Huang's daughter Madison is a senior director overseeing marketing for Nvidia's physical AI products and often accompanies him on business trips, while his son Spencer works in the robotics division.
分析人士表示，自1993年联合创立这家芯片设计公司以来一直掌舵英伟达的黄仁勋没有明确的继任者。该公司周末表示黄仁勋获得董事会支持，但未披露继任计划。
Analysts have said Huang, who has run Nvidia since co-founding the chip designer in 1993, has no clear successor. The company, which said over the weekend Huang has the board's backing, has not disclosed a succession plan.
“黄仁勋无可替代……管理团队中没有其他人能无缝接任首席执行官，”长期看好科技股的丹·艾夫斯说，他是Yorkville Ives & Co.的合伙人兼高级董事总经理。
"Jensen is not replaceable... there is no other person on the management team bench that can step in seamlessly as CEO," said long-time technology bull Dan Ives, partner and senior managing director at Yorkville Ives & Co.
除了黄仁勋，英伟达在其领导团队页面上列出了四位高管。最为人熟知的是财务总监科莱特·克雷斯，她经常代表公司出席投资者会议。
Besides Huang, Nvidia lists four executives on its leadership page. The best known is finance chief Colette Kress, who often represents the company at investor conferences.
其他三位分别是：全球现场运营执行副总裁尼克·帕克、运营执行副总裁德博拉·肖奎斯特，以及执行副总裁、总法律顾问兼秘书蒂姆·特特。
The others are executive vice president of worldwide field operations Nick Parker, executive vice president of operations Debora Shoquist and Tim Teter, executive vice president, general counsel and secretary.