多事之秋。英伟达周四上午宣布，这家全球市值第二大公司的首席执行官兼联合创始人黄仁勋辞职，此前有报道称他与一名涉嫌为北京从事间谍活动的女性以及一名向他汇报工作的英伟达女员工分别有婚外情。公司表示，首席财务官科莱特·克雷斯将出任临时首席执行官，同时启动寻找永久继任者的工作。
What a week. Jensen Huang, the CEO and cofounder of the world’s second-most-valuable company, resigned, Nvidia said Thursday morning, after reports of extramarital affairs both with a woman alleged to have spied for Beijing as well as a woman who reported to him at Nvidia. Nvidia chief financial officer Colette Kress will become interim CEO, the company said, while it searches for a permanent successor.
许多事情仍不确定，包括对英伟达出售先进AI芯片业务的影响，以及对英伟达在AI模型开发商和基础设施初创公司进行的激进投资的影响，这些投资正在支撑AI经济。我相信在未来几天我们会深入探讨所有这些问题。
Much remains uncertain, including implications for Nvidia’s business of selling advanced AI chips and for Nvidia’s aggressive investments in AI model developers and infrastructure startups that are holding up the AI economy. I’m sure we’ll be getting into all of it in the upcoming days.
与此同时……这不仅是黄仁勋的艰难一周，对推理服务商来说也是艰难的一周。推理服务商是一类资金充裕的初创公司，它们帮助开发者在英伟达服务器上以高速使用开源模型。
Meanwhile…It’s not only a tough week to be Huang, but it’s also a tough week to be an inference provider, a well-funded category of startups that help developers use open-source models at high speeds across Nvidia servers.
最近，该领域融资最多的初创公司之一Fireworks遭遇安全漏洞，导致客户数据泄露给黑客，并促使一些大客户考虑弃用该服务。（在给客户的通知中，Fireworks的客户之一Notion表示，尽管该推理服务商承诺采用零数据留存政策，即处理请求后不会存储Notion的任何数据，但Notion后来得知数据实际上被保留了。）
Most recently, Fireworks, one of the most heavily-funded startups in this category, suffered a security breach that exposed customer data to hackers and has also prompted some large customers to consider ditching the service. (In a note to customers, Notion, one of Fireworks’ customers, suggested that, although the inference provider promised it was using zero data retention, meaning that it wouldn’t store any data from Notion after processing a request, Notion later learned that data was actually being retained.)