如果没有其高调的首席执行官，英伟达的前景会是什么样子，这一问题在周三变得更加紧迫。
could look like without its high-profile chief executive ramped up on Wednesday.
这家芯片制造商的股价在周三盘后交易中下跌8%，此前《华尔街日报》报道称，其董事会正准备解除首席执行官黄仁勋的职务。《纽约时报》也在周三报道称，引述五名曾在公司工作的人士透露，黄仁勋与一名向他汇报工作的英伟达高管有染。
The chipmaker's stock fell 8% in after-hours trading Wednesday after The Wall Street Journal reported that its board was preparing to remove CEO Jensen Huang The New York Times also reported Wednesday that Huang had an affair with an Nvidia executive who reported to him, citing five people who worked at the company.
该报道发布之际，距离黄仁勋在给员工的备忘录中承认有婚外情仅过去几天，也距离英伟达董事会启动调查、以确定黄仁勋是否成为外国情报行动的目标仅过去几天。《纽约时报》此前曾报道，美国官员认为黄仁勋与一名科技高管黄爱丽丝关系密切，后者据称被招募为中国政府收集情报。
The report came days after Huang said in a memo to employees that he had an extramarital affair and after Nvidia's board launched an investigation into whether Huang had been targeted by a foreign intelligence operation. The New York Times previously reported US officials believed Huang had grown close to a tech executive, Alice Huang who had been recruited to gather information for the Chinese government.
随着这家芯片巨头的继任计划仍不得而知，以下是商业和科技界人士对黄仁勋可能离开英伟达的看法：Gerber Kawasaki Wealth & Investment Management首席执行官罗斯·格伯 罗斯·格伯长期对特斯拉持看空态度。
As the chip giant's succession plans remain unknown, here is what smart people in business and tech are saying about Huang's potential exit from Nvidia Ross Gerber, CEO of Gerber Kawasaki Wealth & Investment Management Ross Gerber has been bearish on Tesla.
Emma McIntyre/Getty Images 罗斯·格伯表示，黄仁勋的离开将令英伟达股东失望，但公司可以在没有他的情况下继续前行。
Emma McIntyre/Getty Images Ross Gerber said Huang's departure would be a disappointment for Nvidia shareholders but said the company could move forward without him. "Looks like Jensen is done.
“看起来黄仁勋完了。真让人失望。对英伟达股东来说是悲伤的一天，股价看来又将迎来艰难的一天。绝没想到他会以这种方式倒台，”格伯周三在X平台上的多条帖子之一中写道。
What a disappointment. Sad day for Nvidia shareholders and looks like another tough day for the stock. Never would have guessed he'd go down this way," Gerber wrote in one of several posts on X on Wednesday.
“黄仁勋将被取代，英伟达依然是英伟达。这就是商业。他必须走人，英伟达需要专注于卖芯片！”格伯补充道。
"Jensen will be replaced and Nvidia is still Nvidia. That's business. He must go and Nvidia needs to focus on selling chips!"
Clocktower Group首席宏观策略师埃里克·沃勒斯坦 埃里克·沃勒斯坦周三在X平台上写道，考虑到英伟达在为行业提供资金方面的作用，黄仁勋可能被罢免一事可能会动摇投资者对更广泛AI交易的信心。
Gerber added. Eric Wallerstein, chief macro strategist at Clocktower Group Eric Wallerstein wrote on X on Wednesday that Huang's likely ousting could shake investor confidence in the broader AI trade given Nvidia's role in financing the industry.
沃勒斯坦表示：“黄仁勋帮助建立了一个复杂的循环融资关系网，并最终以英伟达的资产负债表为后盾，支撑起了AI交易。”
"Jensen has helped foster a complex web of circular financing relationships, and ultimately backstopped the AI trade, with Nvidia's balance sheet," Wallerstein said.
沃勒斯坦补充道：“移除这一‘期权’，甚至仅仅是对其可用性制造不确定性，都将导致投资者提高对AI相关资产的风险溢价。”
EZ Primary Research首席执行官埃德·齐特龙在X平台发帖表示，他质疑英伟达还可能向投资者隐瞒了什么，并指出了该公司过去的监管麻烦。
"Removing that Put, or even placing uncertainty on its availability, will cause investors to increase the risk premium on AI-related assets," Wallerstein added Ed Zitron, CEO of EZ Primary Research Carlos Rodrigues/Sportsfile for Web Summit via Getty Images Ed Zitron said in a post on X that he questions what else Nvidia might be withholding from investors, pointing to the company's past regulatory troubles.
“原来英伟达早就知道这件事啊？这家公司还没告诉我们什么？”齐特龙周三在X上写道。
"Oh so NVIDIA knew about this affair already, huh? What else is this company not telling us?"
齐特龙还引用了涉及英伟达的两起美国证券交易委员会（SEC）案件，一起是2002年关于会计做法的案件，另一起是2022年关于加密货币挖矿和游戏收入披露的案件。
Zitron wrote on Wednesday. Zitron also cited two previous SEC cases involving Nvidia, one in 2002 over accounting practices and one in 2022 over disclosures related to cryptocurrency mining and gaming revenue.
《All-In Podcast》联合主持人兼执行制片人杰森·卡拉卡尼斯表示，公司不应如此仓促地移除黄仁勋。
Jason Calacanis, co-host and executive producer of the All-In Podcast Bloomberg/Getty Images Jason Calacanis said the company shouldn't be so quick to remove Huang.
“对于英伟达董事会、股东、客户、员工（以及美国）而言，一个好得多的解决方案是（a）完成他们的调查，（b）如果到了那一步，让@JensenHuang担任董事长，”卡拉卡尼斯周三在X上写道。
"A much better solution for NVIDIA's board, shareholders, customers and employees (and America) would be to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that," Calacanis wrote on X on Wednesday. "China doesn't need NVIDIA's chips.
“中国不需要英伟达的芯片。美国需要英伟达获胜。请据此行事，”卡拉卡尼斯补充道，并附上了一张他新购买英伟达股票的截图。
America needs NVIDIA to win. Act accordingly," Calacanis added, alongside a screenshot of his new Nvidia share purchases.
Javelin 总裁 Keith Urbahn 周三在 X 平台发文表示，这一事件是“如何不当处理危机的一个代际级案例研究”。Javelin 是一家文学与创意代理机构，曾代表詹姆斯·科米和塔克·卡尔森等知名人士。
Keith Urbahn, president of Javelin Keith Urbahn, president of Javelin, a literary and creative agency that has repped prominent figures like James Comey and Tucker Carlson, said Wednesday in an X post that the situation was "a generational case study in how not to manage a crisis."
他总结了此次风波的几条教训，其中包括：“永远不要让 CEO 的个人危机凌驾于公司及其股东的利益之上。”“董事会必须发出自己的声音。它不能将机构公信力外包给 CEO，”他补充道。
He outlined several lessons to take away from the ordeal, including: "Never let a CEO's personal crisis take precedence over the interests of the company and its shareholders." "The board must speak with its own voice. It cannot outsource its institutional credibility to the CEO," he added.
风险投资家、《The Diff》创始人 Byrne Hobart 认为，驱逐黄仁勋可能会给英伟达带来新的竞争对手。Byrne Hobart 是 Anomaly Fund 普通合伙人，也是金融科技通讯《The Diff》的创始人。
Byrne Hobart, venture capitalist and founder of The Diff Byrne Hobart, general partner at Anomaly Fund and founder of The Diff, a finance and tech newsletter, suggested ousting Huang could lead to new competition for Nvidia. "On one hand, boards have to do what they have to do.
“一方面，董事会不得不做它必须做的事。另一方面，他是一位身价 1500 亿美元、认识硬件界所有大佬、以拉丁语‘怨恨’（spite）为公司命名、且生活在一个无法强制执行竞业禁止协议的州的人，”他在一篇帖子中写道。
加密货币投资者兼企业家 Anthony Pompliano 在 X 上写道：“黄仁勋尚未推出的英伟达竞争对手将在种子轮融资中大获成功。”
On the other hand, he's a guy who's worth $150bn, knows everyone in hardware, named his company after the Latin word for "spite," and he lives in a state where you can't enforce noncompetes," he wrote in a post on Anthony Pompliano, crypto investor and entrepreneur Slaven Vlasic/Getty Images for Anthony Pompliano Anthony Pompliano, a crypto investor and entrepreneur, wrote on X: "Jensen's yet-to-be-launched Nvidia competitor is going to do numbers in the seed round."
科技分析师、Deepwater Asset Management 管理合伙人 Gene Munster 在 X 发文表示，英伟达将继续前行，无论其著名 CEO 是否在任。
Gene Munster, managing partner at Deepwater Asset Management Peter Foley/Bloomberg via Getty Images Gene Munster, a tech analyst and managing partner at Deepwater Asset Management, said in an X post that Nvidia will go on, with or without its famous CEO.
“请记住：AI 基础设施客户将根据自身最佳利益行事，”他说。“这意味着无论有没有黄仁勋，他们都会继续购买同样多的英伟达芯片。”
"Remember: AI infrastructure customers will act in their best interest," he said. "That means they'll keep buying just as many $NVDA chips with or without Jensen."
他还表示，他猜测股票将于周四以 150 美元开盘，比上周末收盘价低约 20%，但他预计股价将“迅速反弹回升”。
He also said he guesses the stock will open on Thursday at $150, or about 20% lower than the close at the end of last week, but that he expects it to "quickly rally back."