Nvidia首席执行官黄仁勋承认婚外情并道歉。他说：“我对妻子不忠”，并承诺配合独立董事会调查。
Nvidia CEO Jensen Huang admitted an affair and apologised. He said, “I was unfaithful to my wife,” and promised to cooperate with an independent board investigation.
这一披露导致Nvidia股价下跌4.3%，市值蒸发近2000亿美元。投资者担心这将对人工智能行业和Nvidia的领导地位造成更广泛的损害。
The revelations sent Nvidia shares down 4.3% and wiped nearly US$200 billion from its value. Investors fear wider damage to the AI industry and Nvidia’s leadership.
分析师表示，该丑闻凸显了“关键人物风险”，因为黄仁勋是Nvidia的核心人物，且没有明确的继任者。调查还可能加强对美中芯片关系和出口风险的审查。
Analysts say the scandal shows “key man risk” because Huang is central to Nvidia and has no clear successor. The probe may also increase scrutiny of US-China chip ties and export risks.
AI生成 纽约——Nvidia首席执行官黄仁勋与一名涉嫌中国间谍的婚外情导致公司股价暴跌，成为内部和政府调查的焦点，并正威胁要在人工智能行业产生连锁反应。
AI generated NEW YORK – Nvidia chief executive officer Jensen Huang’s affair with an alleged Chinese spy has sent the company’s stock plunging, become a focus of internal and government investigations, and is now threatening to reverberate across the AI industry.
在黄仁勋于11月8日通过一份致员工备忘录披露这段恋情后，Nvidia股价于11月9日下滑4.3%，市值蒸发近2000亿美元（约合2560亿新元）。公司董事会正在组建一个由独立董事组成的委员会，将与外部律师合作，调查有关黄仁勋成为外国情报机关攻击目标的报道。
Nvidia shares slid 4.3% on Nov 9, erasing nearly US$200 billion (S$256 billion) in market valuation, after Huang disclosed the romantic relationship on Nov 8 in a memo to employees. The company’s board is assembling a committee of independent directors who will work with outside counsel to investigate reports of Huang being targeted for foreign intelligence.
随着这一惊人披露，投资者需要考虑一系列可能性，这些可能性不仅可能影响黄仁勋和Nvidia，还可能影响整个人工智能行业。
With the stunning revelations, investors need to consider a range of possibilities that may affect not just Huang and Nvidia, but the entire artificial intelligence industry.
作为领先的AI芯片制造商，Nvidia利用其财务实力支持了数十家主要参与者，从OpenAI等前沿实验室到CoreWeave等云计算企业。黄仁勋也一直是AI益处的最有力倡导者之一，从华盛顿到华尔街皆是如此。
Nvidia, the leading maker of AI chips, has used its financial strength to back dozens of major players, from frontier labs like OpenAI to cloud computing players including CoreWeave. Huang has also been among the most forceful advocates for the benefits of AI, from Washington to Wall Street.
伯恩斯坦分析师Stacy Rasgon在一份报告中表示：“这让美国最重要的公司之一的管理层、以及美国AI轨迹的缔造者，陷入了舆论漩涡，也让其判断力受到质疑。”
“It brings the stewardship of one of America’s most important companies, and the architect of the US AI trajectory, under debate, as well as calling judgment into account,” Bernstein analyst Stacy Rasgon said in a note.
黄仁勋此前曾表示，他与这名女性的关系没有任何不当之处，该女性为一家新加坡客户工作。
Huang had previously said there was nothing inappropriate about his relationship with the woman, who worked for a Singapore-based customer.
“我对妻子不忠，”63岁的黄仁勋在备忘录中说。“我的行为伤害了她和我们的孩子。我所做的事没有任何借口。我深感抱歉。”对硅谷最知名的名人之一来说，这是一个令人谦卑的时刻。黄仁勋周游世界推广人工智能计算，吸引了大批陷入“黄狂热”的粉丝。他不知疲倦地公开露面——包括科学演讲、冷笑话和标志性的皮夹克——使他成为了人工智能的主要啦啦队长。
“I was unfaithful to my wife,” Huang, 63, said in the memo. “My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”It was a humbling moment for one of Silicon Valley’s biggest celebrities. Huang has crisscrossed the globe promoting artificial intelligence computing, drawing throngs of fans swept up in “Jensanity”. His relentless appearances – featuring science lectures, dad jokes and his signature leather jackets – have turned him into AI’s main cheerleader.
这一事件恐将进一步搅动因对数据中心支出放缓的担忧而动荡的人工智能市场。英伟达制造对人工智能计算设备至关重要的芯片，是全球最有价值的企业之一。公司内部的动荡有可能波及整个行业。
The incident threatens to further roil an AI market shaken by concerns about a slowdown in data centre spending. Nvidia makes chips that are crucial to AI computing equipment and is one of the world’s most valuable businesses. Turmoil within the company risks reverberating through the broader industry.
然而，这也可能为致力于研发人工智能芯片以与英伟达产品竞争的公司提供机会。尽管英伟达仍是数据中心处理器的主导制造商，但它面临着来自各方日益激烈的竞争，包括其最大的客户。
It may, however, also present an opening for companies working on AI chips to rival Nvidia’s products. Though Nvidia remains the dominant maker of data centre processors, it is facing increasing competition from all sides, including its biggest customers.
例如，11月9日，Alphabet旗下的谷歌宣布将推出更广泛的AI芯片系列，旨在利用其作为英伟达挑战者迅速崛起的势头。消息公布后，其股价上涨。
On Nov 9, for example, Alphabet’s Google announced it is rolling out a broader array of AI chips, aiming to capitalise on its rapid ascent as a challenger to Nvidia. Its shares gained on the news.
除了在AI芯片领域的统治地位，英伟达还已成为AI基础设施的关键资金来源。黄仁勋与华尔街一些最大的公司合作，发起了一项5000亿美元的计划，帮助企业快速扩充设备，并投入资金巩固AI供应链和初创客户。
Outside of its AI chip dominance, Nvidia has emerged as a key source of financing for AI infrastructure. Huang has worked with some of Wall Street’s biggest firms on a US$500 billion effort to help companies rapidly build out their equipment, and he has funnelled money into bolstering the AI supply chain and fledgling customers.
“黄仁勋是一位非常独特的首席执行官，”Futurum Group首席执行官Daniel Newman表示。“没有已知的继任计划。公司内部没有领导人会是明显的下一任接班人。”英伟达董事会在声明中表示，对黄仁勋充满信心，“没有理由相信国家安全或英伟达机密遭到泄露”，但承诺调查“将审查所有可用信息”。
“Jensen is a very unique CEO,” said Daniel Newman, CEO of the Futurum Group. “There is no known succession plan. There are no leaders in his company that would be the clear next to step up.”Nvidia’s board said in its statement that it has confidence in Huang and “no reason to believe that either national security or Nvidia secrets were compromised”, but it promised the inquiry “will examine all available information”.
美国总统特朗普于11月8日为黄仁勋辩护，称他是一位“优秀的人士”，并表示他应继续担任首席执行官。
US President Donald Trump defended Huang on Nov 8, calling him a “fine person” and saying he should remain CEO.
“我没有和他谈过这件事，”特朗普对记者说。“我只知道他是个优秀的人士，但你永远不知道发生了什么。”上周，众议院关键共和党议员要求与黄仁勋举行简报会，讨论他与Megaspeed International前高管Alice Huang（即黄乐）的交往。
“I have not spoken to him about it,” Trump told reporters. “I just know he’s a fine person, but you never know what is going on.”Last week, key House Republicans requested a briefing with Huang to discuss his dealings with former Megaspeed International executive Alice Huang, also known as Huang Le.
此次调查源于一系列报道，称英伟达掌门人成为Alice Huang的攻击目标，而美国政府怀疑后者曾被中国间谍机构招募。
The probe follows a series of reports that Nvidia’s leader was targeted by Alice Huang, who the US government suspects was recruited by a Chinese spy agency.
《纽约时报》于11月9日报道，在一位英伟达高管主动联系后，对Megaspeed的调查从商务部移交给了司法部。
On Nov 9, The New York Times also reported that an investigation into Megaspeed was transferred from the Commerce Department to the Justice Department after a top Nvidia executive reached out.
英伟达首席执行官此前表示，他与这名女子保持“正常”业务关系，该女子已不在Megaspeed任职。中国外交部发言人郭嘉昆当时称，将该女子描述为中国特工是缺乏依据的“抹黑中国”。
The Nvidia CEO previously said he had a “normal” business relationship with the woman, who is no longer at Megaspeed. Chinese Foreign Ministry spokesman Guo Jiakun at the time called the characterisation of the woman as a Chinese agent an unsubstantiated “smear against China”.
英伟达表示，董事会调查将针对芯片大亨“成为外国情报行动目标”的报道。
The board investigation will address reports that the chip magnate “has been the target of a foreign intelligence effort”, Nvidia said.
“虽然董事会没有理由相信国家安全或英伟达机密遭到泄露，但董事会的调查将审查所有可用信息。”黄仁勋在备忘录中表示，他将支持调查。
“While the board has no reason to believe that either national security or Nvidia secrets were compromised, the board’s inquiry will examine all available information.”In his memo, Huang said he will support the investigation.
“我热爱我们的国家和公司，致力于保护英伟达并支持美国国家安全，”他说。
“I love our country and our company, and I am committed to protecting Nvidia and supporting America’s national security,” he said.
英伟达联合创始人——一位以亲力亲为、不知疲倦的管理风格著称的领导者——将这家显卡制造商打造成了可以说是全球最重要的科技公司。英伟达备受追捧的加速器芯片被用于开发和运行AI模型，公司业务还拓展到了计算机、网络和软件等相关领域。
Nvidia’s co-founder – a leader famous for his hands-on and tireless management style – built the maker of graphics cards into arguably the world’s most important technology company. Nvidia’s highly prized accelerator chips are used to develop and run AI models, and the company has branched out into related fields, including computers, networking and software.
黄仁勋与粉丝的互动偶尔会变得喧闹热烈。在一次签名会中间，一位年轻女性请他在胸前签名。他在征得对方确认后，在侧身避开视线的情况下在她的胸罩上签了名，并问道：“这主意好吗？”黄仁勋也是试图平息人们对AI技术脱离人类控制担忧的主要声音之一。他驳回了AI实验室放缓工作以确保不威胁人类的必要性——即使在达里奥·阿莫代伊和山姆·奥特曼等行业领袖已背书这一想法之时。他还主张不需要新的监管。
Huang’s interactions with fans have occasionally grown raucous. In the middle of one autograph session, a young woman asked him to sign her chest. After asking her if she was sure, he signed her brassiere while looking off to one side and asking: “Is that a good idea?”Huang also has been a leading voice trying to calm fears about AI technology slipping out of human control. He has dismissed the need for the AI labs to slow down their work to ensure it does not threaten humanity – even at a time when industry leaders such as Dario Amodei and Sam Altman have endorsed such an idea. He has also argued that new regulations are unnecessary.
这家总部位于加利福尼亚州圣克拉拉的公司没有公开的继任计划，也没有明显的黄仁勋继任人选。他多次表示希望在该职位上继续干几十年，并围绕自己建立了一种非正式的组织架构，摒弃了传统的层级制。取而代之的是，他的直接下属负责迅速落实他的决策。
The Santa Clara, California-based company has no public succession plan, and there is no obvious heir apparent for Huang. He has repeatedly said he wants to continue in his role for decades and has created an informal organisational structure around him that eschews a conventional hierarchy. Instead, his direct reports are tasked with rapidly implementing his decisions.
黄仁勋表示，这种体制赋予了公司灵活性，能对技术的快速变化做出反应并保持敏捷。但这也造成了一种局面：没有准备好的人选能够接手并承担起黄仁勋那不知疲倦的日程。
Huang has said that this system gives his company the flexibility to react to rapid changes in technology and remain agile. But it has also created a situation where there is no replacement ready to step in and take over Huang’s relentless schedule.
拉斯根表示，最新披露的情况“凸显了英伟达面临的巨大关键人物风险”。
The latest revelations “highlight the considerable key man risk that Nvidia faces”, Rasgon said.
“英伟达并非一家普通公司，黄仁勋也不是一位普通的首席执行官；他就是英伟达，明确制定长期战略和方向，（据称有60名直接下属）亲自掌控公司的大部分运作。” 对敏感信息可能通过英伟达与中国的联系泄露的担忧，引发了要求调查并加强对黄仁勋及公司审查的呼声，进一步加大了本已艰难的地缘政治平衡行动的压力。
“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 (with supposedly 60 direct reports) pulls most of the company’s strings himself.”Concerns that sensitive information might leak via Nvidia’s contacts with China have fuelled calls for investigations and greater scrutiny of Huang and the company, ratcheting up pressure in what has already been a difficult geopolitical balancing act.
虽然在现任特朗普政府授予的许可计划下，英伟达获准向中国出口有限范围的产品，但北京限制了这些芯片的进口——这一僵局持续遏制着这家芯片制造商在世界第二大经济体的销售。
While Nvidia is allowed to ship a limited range of products to China under a licensing programme granted by the current Trump administration, Beijing has restricted imports of the chips – an impasse that continues to curb the chipmaker’s sales in the world’s second-largest economy.
黄仁勋长期以来一直寻求向中国——最大的芯片市场——销售更多英伟达的人工智能处理器。他主张应允许英伟达及其同行服务该地区，以保持其产品在人工智能发展中的核心地位。他表示，封锁市场将冒着让中国成为人工智能领域更强大、更独立力量的风险。
Huang has long sought to sell more of Nvidia’s AI processors in China, the largest market for chips. He has argued that Nvidia and its peers should be allowed to serve the region to keep their products central to the development of AI. Closing off the market will risk turning China into a more powerful, independent force in artificial intelligence, he has said.
投资者向英伟达注资，押注其将继续成为人工智能基础设施疯狂支出的主要受益者；英伟达将于11月稍晚发布财报。
Investors have poured money into Nvidia, which reports earnings later in Novemver, betting it will continue to be the main beneficiary of runaway spending on AI infrastructure.
该公司市值于10月触及近5.8万亿美元的历史新高。然而，受人工智能基础设施建设可持续性担忧拖累，市值已跌破5万亿美元。
The company reached a record market capitalisation of nearly US$5.8 trillion in October. That has slipped below US$5 trillion, however, weighed down by concern about the sustainability of AI infrastructure build-out.
总部位于新加坡的Megaspeed（超速）被指控违反美国出口管制，将英伟达芯片走私至中国。
Megaspeed, based in Singapore, has been accused of breaking US export restrictions and smuggling Nvidia chips to China.
黄仁勋曾告诉彭博社，他与Megaspeed员工的接触，属于他与许多中国客户和高管保持的典型业务关系。以下是黄仁勋的完整备忘录：主题：致全体同仁的信 我欠我的家人和你们所有人一个道歉。
Huang had told Bloomberg that his contacts with Megaspeed employees were typical of business relationships he has with many Chinese customers and executives. Here’s Huang’s full memo below: Subject: A message to our company I owe my family and all of you an apology.
我一生都得到家人的爱与支持。他们理应得到我的诚实与忠诚。然而，我辜负了他们，破坏了我们共同建立的生活。我对自己的所作所为及造成的伤害承担全部责任，并接受随之而来的批评。
Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it.
致我的妻子和家人：我爱你们。我知道道歉无法挽回我已造成的后果。我希望我们的家庭能够愈合，并且随着时间推移，我能重新赢回你们的信任。
To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust.
致我在英伟达的同事们，包括那些与我并肩工作了数十年的同事，以及我们的董事会、合作伙伴和全球股东：你们理应从我这里得到更好的表现。
To my colleagues at Nvidia, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me.
领导英伟达是我一生的荣幸。我的责任是为你们服务，配得上你们的信任。我未能履行这一责任。我全心全意致力于英伟达，并将努力重新赢回你们的信心。
Leading Nvidia is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to Nvidia and will work to earn back your confidence.
关于新闻报道中提到的国家安全担忧，英伟达董事会已启动独立调查。我支持该调查，并将全力配合。我热爱我们的国家和公司，致力于保护英伟达并支持美国的国家安全。我为身为美国人而感到自豪和感激。
Regarding the national security concerns raised in news reports, Nvidia’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company, and I am committed to protecting Nvidia and supporting America’s national security. I am proud and grateful to be an American.
我的家人对我的选择不承担任何责任，责任在我一人。请给他们隐私。彭博社
My family bears no responsibility for my choices. I do. Please give them privacy. BLOOMBERG