黄仁勋是AI繁荣的核心人物，因为英伟达掌控着训练和运行AI系统的关键芯片，而他还以英伟达的现金支持许多AI公司。
‘No ordinary CEO’: Why the AI race cannot do without Nvidia’s Jensen Huang Jensen Huang is central to the AI boom because Nvidia controls key chips for training and running AI systems, and he also backs many AI firms with Nvidia’s cash.
他的影响力巨大且极具个人色彩。埃隆·马斯克和拉里·埃里森等亿万富翁甚至曾为GPU“乞求”，而他公开的赞扬能推高公司股价。
His influence is huge and personal. Billionaires like Elon Musk and Larry Ellison have even ‘begging’ for GPUs, while his public praise can lift company shares.
英伟达表示黄仁勋获得董事会支持，但没有明确的继任者。分析师警告，他遭遇的任何挫折都可能成为AI行业的风险。
Nvidia says Huang has board support, but there is no clear successor. Analysts warn that any setback for him could be a risk to the AI industry.
AI生成 旧金山——在台北和首尔的街头，英伟达CEO黄仁勋的粉丝围住他，请求在书籍、海报上签名，有时甚至在他们的身体上签名。
AI generated SAN FRANCISCO - On the streets of Taipei and Seoul, fans of Nvidia CEO Jensen Huang mob him for autographs on books, posters and sometimes even on their bodies.
在私下里，甚至连亿万富翁拉里·埃里森和埃隆·马斯克也曾一度沦为为他垂涎已久的AI芯片“乞求”者。
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吸引的明星效应，显示出AI行业多么严重地依赖他提供的图形处理单元，这些芯片用于训练模型和运行ChatGPT等服务。
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.
但他不仅仅是芯片供应商；近年来，英伟达将其不断膨胀的现金储备变成了一支战争基金，为从AI云计算供应商和供应商到最大实验室的各类公司提供资金。
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，这使黄仁勋成为AI行业的一个潜在风险，因为英伟达正在调查他是否曾被外国情报机构盯上，此前黄仁勋承认了与一名被指向北京传递信息的中国女商人有染。
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.
“考虑到这让美国最重要的公司之一的掌舵人和美国AI轨迹的缔造者受到质疑，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的首席执行官；他就是英伟达，明确制定长期战略和方向，亲自掌控公司的大部分关键决策。” 黄仁勋的影响力如此之大，以至于他在2025年与三星和现代的首席执行官在首尔随意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）的背书，称其为下一家“万亿美元市值公司”，更推动这家定制芯片制造商的股价创下历史新高。
“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 in 2025 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论，并质疑Anthropic首席执行官达里奥·阿莫代伊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 sceptics, 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.
黄仁勋遭遇任何挫折，都可能让人工智能行业失去其最直言不讳的捍卫者之一，后者经常主张该技术将改变从计算、制造到医疗保健和机器人技术的一切领域。
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.
人工智能芯片的首席分配者和一位权势人物 黄仁勋的影响力远不止于为人工智能站台。
AI’s chip allocator-in-chief and a powerful boss Huang’s influence goes beyond talking up AI.
他掌控着芯片供应，而这些芯片能决定投入数百亿美元的人工智能公司能以多快的速度发展。
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讲述了一次在帕洛阿尔托Nobu餐厅的晚餐，印证了这一地位。
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的马克·扎克伯格和SpaceX的埃隆·马斯克等创始人那样，拥有赋予其对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’ Mark Zuckerberg and SpaceX’s Elon Musk majority control of their companies.
“许多公司的组织架构图看起来都一模一样。在我看来这毫无道理。公司的架构应当反映其所处的环境，”黄仁勋3月在Lex Fridman播客节目中表示。
“A lot of companies’ organisation 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.
他表示，有60多名高管直接向他汇报，几乎全是工程岗位，包括存储芯片、网络、图形和中央处理器领域的专家。
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.
黄仁勋的家庭也与英伟达紧密相连，女婿Nico Caprez以全球AI基础设施增长副总裁的身份负责与新型云服务商和数据中心运营商的联系。
Huang’s family is also woven into Nvidia, with son-in-law Nico Caprez overseeing ties with neoclouds and data-centre 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产品的市场营销，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.
没有明显继任者 分析师指出，自1993年联合创立这家芯片设计公司以来一直掌舵的黄仁勋，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。
No immediate successor 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.
“黄仁勋无法被取代……管理团队中没有其他人能无缝接任CEO，”长期看好科技股的Dan Ives表示，他是Yorkville Ives & Co.的合伙人兼高级董事总经理。除了黄仁勋，英伟达在领导层页面上列出了另外四名高管。
“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. Besides Huang, Nvidia lists four executives on its leadership page.
最为人熟知的是财务总监Colette Kress，她经常代表公司出席投资者会议。
The best known is finance chief Colette Kress, who often represents the company at investor conferences.
其他三人分别是：全球现场运营执行副总裁Nick Parker、运营执行副总裁Debora Shoquist，以及执行副总裁、总法律顾问兼秘书Tim Teter。
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.