黄仁勋帮助英伟达成为人工智能热潮中不可或缺的公司。如今，在他个人行为受到调查之际，该公司必须面对这样一个问题：他是否也对英伟达不可或缺。这位联合创始人兼首席执行官长期以来因引领这家芯片制造商的非凡崛起而受到赞誉，帮助其成为世界上最有价值的公司，并使他本人成为科技界最有权势的人物之一。
Jensen Huang helped make Nvidia indispensable to the AI boom. Now, amid an investigation into his personal conduct, the company must confront the question of whether he is indispensable to Nvidia, too. The cofounder and CEO has long been credited with steering the chipmaker's extraordinary rise, helping to turn it into the world's most valuable company and himself into one of the most powerful figures in tech.
然而，周日，黄仁勋承认有婚外情。争议的中心人物是爱丽丝·黄，她是英伟达客户美加速公司的一名高管。《纽约时报》报道称，美国情报官员认为她一直在向北京传递信息。英伟达董事会表示，正在调查他是否成为外国情报行动的目标。该公司现在面临一个尴尬的两难困境：其明星首席执行官是否重要到不能下台？
Yet on Sunday, Huang admitted to having an affair. The woman at the center of the controversy is Alice Huang, who has been an executive for Megaspeed, an Nvidia customer. The New York Times reported that US intelligence officials believe she was passing information to Beijing. Nvidia's board said it is looking into whether he was a target of a foreign-intelligence effort. The company now faces an awkward dilemma: Is its star CEO too important to step down?
一些科技领袖、投资者和其他高管表示，黄仁勋的业绩和对英伟达的重要性使他无法被取代。另一些人表示，没有哪位首席执行官应该不可或缺，尤其是在董事会正在审查其个人行为是否给公司带来风险时。以下是他们的说法：周日，特朗普对记者称赞了黄仁勋的工作，并表示他希望“一切都好”。“他做得太棒了，”特朗普说。
Some tech leaders, investors, and other executives say Huang's track record and importance to Nvidia make him impossible to replace. Others say that no CEO should be indispensable, particularly when a board is examining whether his or her personal conduct created risks for the company. Here's what they're saying: Speaking to reporters on Sunday, Trump praised Huang's work and said he hopes "everything's fine." "He's done such an incredible job," said Trump.
“在我看来，他是个好人。”当被问及他是否希望根据情报采取行动，指控黄仁勋有婚外情的那位女性是间谍时，总统说他没有。“不，我不这么认为，”特朗普说，并补充说他认为黄仁勋是“一个光荣的人”。“我想他可能对此有借口，”特朗普说。“你得听听。”贝克属于“留任”阵营。他在周日于X上表示，他认识黄仁勋近30年，并不认为黄仁勋会故意损害美国或英伟达的利益。
"He's a fine person, in my opinion." Asked whether he wished he had acted on intelligence alleging the woman Huang had an affair with was a spy, the president said he did not. "No, I don't think so," Trump said, adding that he thinks Huang is "an honorable guy." "I think he probably has an excuse for it," said Trump. "You have to hear it." Baker is in the "stay" camp. He said on X on Sunday that he has known Huang for nearly 30 years and does not believe Huang would knowingly disadvantage the US or Nvidia.
贝克写道：“他跟我提到过的关于中国的唯一一件事，就是保持由英伟达领导的美国硬件生态系统领先于中国的绝对重要性。仅此而已。”贝克说，他从未见过他不是爱国且深度亲美的人。贝克表示，黄仁勋应继续担任首席执行官，因为他认为英伟达的中国战略是在推进美国国家安全利益，而非破坏它们。他在X上表示，黄仁勋一直主张向中国提供性能较低的芯片版本，并警告称，解雇黄仁勋可能会有利于中国。
"The only thing he has ever said to me about China is the absolute importance of keeping the American hardware ecosystem, led by Nvidia, ahead of China. That's it," wrote Baker. "I have never known him to be anything other than patriotic and deeply pro-American." Baker said that Huang should remain CEO because he sees Nvidia's China strategy as advancing US national security interests rather than undermining them. He said on X that Huang has consistently advocated for giving China less powerful versions of the company's chips, and Baker warned that removing Huang could benefit China.
贝克写道：“我不确定中国从这次间谍行动中希望获得什么，因为他们正在限制英伟达GPU在中国境内的销售，但值得考虑的是，让黄仁勋被解除英伟达首席执行官职务可能会服务于中国自身的国家安全目标。”斯特拉特切里（Stratechery）的创始人也是一家基于订阅的通讯和播客，他也支持留任黄仁勋，并敦促英伟达领导层的批评者“自己反思一下”。
"I'm not sure what China hoped to gain from this espionage operation given they are restricting sales of Nvidia GPUs inside of China but it is worth considering that having Jensen removed as the CEO of Nvidia might serve China's own national security goals," Baker wrote. The founder of Stratechery, a subscription-based newsletter and podcast, is also in favor of keeping Huang put and urged Nvidia leaders' detractors "to do some reflecting of their own."
在斯特拉特切里的一篇帖子中，汤普森表示，黄仁勋对英伟达的成功至关重要。他说，人工智能是美国最重要的产业，而英伟达是支持该产业最重要的公司之一。“我不认同任何人都能胜任他的工作这一想法；有伟大的人物，黄仁勋就是其中之一。他有缺点并不改变这一现实；事实上，伟大的人物总是有缺点的，”汤普森写道。
In a post on Stratechery, Thompson said that Huang is essential to Nvidia's success. He said AI is the most important industry to the US, and that Nvidia is one of the most important companies supporting it. "I do not to the idea that anyone could do his job; there are great men, and Huang is one of them. That he is flawed does not change this reality; indeed, great men always are," Thompson wrote.
他补充说，他希望黄仁勋能在动荡中保住工作。“是的，进行调查；是的，要求更好的控制。然而，在这一切结束时，如果没有任何明确背叛美国利益的证据，黄仁勋继续担任英伟达首席执行官符合美国的利益，”汤普森写道。“我非常希望事情最终会是这样。”布莱克不认为黄仁勋会留下。“我怀疑黄仁勋能否继续担任英伟达首席执行官，”他在周日于X上写道。
He added that he hopes Huang can keep his job amid the turmoil. "Yes, conduct the investigations; yes, demand better controls. At the end of this, however, absent evidence of any sort of clear betrayal of U.S. interests, it is in the interests of the U.S. that Huang continue to be CEO of Nvidia," wrote Thompson. "I very much hope that is where this ends up." Black doesn't expect Huang to stick around. "I doubt Jensen Huang will be able to remain as $NVDA CEO," he wrote on X on Sunday.
“尽管黄仁勋未犯任何罪行或侵权行为，但他的行为准则和判断力将受到质疑，这很可能导致他被英伟达董事会免职。”不过，布莱克表示，他认为黄仁勋在公司内部缺乏天然的接班人。他对商业内幕网表示，英伟达很可能会从外部聘请某人，或挑选一名董事会成员担任临时首席执行官。美国创新基金会高级研究员瑞安·费达休克预计，这将带来更广泛的后果。
"While Huang has not committed any crime or tort, his code of conduct and judgment will be called into question which will likely result in his removal by the NVDA Board." Still, Black said he thinks Huang lacks a natural successor within the company. He told Business Insider Nvidia will likely bring in someone from the outside or pick a board member to be interim CEO. Ryan Fedasiuk, a senior fellow at The Foundation for American Innovation, a technology think tank, anticipates broader fallout.
美国创新基金会是一家科技智库。他周一在X上写道：“我不相信这件私事会孤立存在。”他还表示：“我也不相信它能与公司在华盛顿特区面临的更广泛公关危机分开：向中国出售先进芯片，包括通过不正当手段。”费达休克表示，这件事部分原因在于涉及英伟达的一名客户，可能会招致国会审查。“我看不到他如何能幸存，”费达休克对商业内幕网表示。
"I don't believe this personal affair will remain an isolated event," he wrote on X on Monday. "I also don't believe it can be separated from the company's broader PR crisis in DC: selling advanced chips to China, including through unscrupulous measures." Fedasiuk said the affair could invite congressional scrutiny in part because it involved one of Nvidia's customers."I don't see how it's possible for him to survive," Fedasiuk told Business Insider.
周日，艾夫斯在X上的一篇帖子中称，这场风波是黄仁勋声誉上的污点。“这对黄仁勋来说是一个丢脸的时刻，至少将引发多起国会调查，并会形成悬而未决的局面，”艾夫斯写道。艾夫斯随后在一篇跟进帖子中表示，投资者大体预计黄仁勋将继续担任首席执行官，但正在考虑董事会调查可能导致他被免职或离职的小概率。艾夫斯补充说，在投资者眼中，黄仁勋不可替代，他表示这是华尔街的担忧。
In an X post on Sunday, Ives called the saga a stain on Huang's reputation. "This is a black eye moment for Jensen and will spark multiple congressional inquiries at a minimum and will create an overhang," Ives wrote. Ives later said in a follow-up post that investors largely expect Huang to remain CEO but are factoring in a small chance that the board investigation could lead to his removal or departure. Ives added that Huang was not replaceable in investors' eyes, which he said was a worry for Wall Street.