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英伟达传记作者:真正能接替黄仁勋的候选人只有两位Nvidia book author said there are only two real candidates to replace Jensen Huang

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Investing.com -- 随着今晨惊人消息的传出,谁该在黄仁勋之后领导英伟达(NASDAQ:NVDA)的问题,已不再仅仅是企业继任的问题。这关乎全球最具影响力的科技公司之一,能否在没有创建它的那个人带领下,保持其非凡的势头。

Investing.com -- Following this morning’s stunning news, the question of who should lead NVIDIA (NASDAQ:NVDA) after Jensen Huang is no longer just a matter of corporate succession. It is about whether one of the world’s most influential technology companies can maintain its extraordinary momentum without the man who built it.

据《英伟达之道:黄仁勋与科技巨头的崛起》作者Tae Kim称,答案是肯定的。尽管黄仁勋因与两名女性的婚外情而离职引发震惊,Kim认为英伟达拥有足够的领导人才和体制实力,可在新任首席执行官带领下蓬勃发展。不过,他认为董事会应只关注两位候选人:Rene Haas和Ian Buck。Rene Haas:经验丰富的商业领袖Kim的首选是Rene Haas,现任Arm Holdings(NASDAQ:ARM)首席执行官,曾任英伟达高管。

According to Tae Kim, author of The Nvidia Way: Jensen Huang and the Making of a Tech Giant, the answer is yes. Despite the shock surrounding Huang’s departure following his infidelity with two women, Kim believes NVIDIA has enough leadership talent and institutional strength to thrive under a new chief executive. However, he believes the board should focus on just two candidates: Rene Haas and Ian Buck. Rene Haas: The experienced business leader Kim’s first choice is Rene Haas, currently CEO of Arm Holdings (NASDAQ:ARM) and a former NVIDIA executive.

Haas兼具技术理解力、高管经验与领导技能。在Arm任职期间,他已证明能在英伟达之外成功管理一家大型科技公司。他也了解英伟达的企业文化,且已熟悉其许多高级主管。

Haas brings an attractive combination of technical understanding, executive experience and leadership skills. During his time at Arm, he has demonstrated that he can successfully manage a major technology company outside NVIDIA. He also understands NVIDIA’s corporate culture and is already familiar with many of its senior executives.

据Kim称,这种熟悉度在领导层过渡期可能极为宝贵。前英伟达员工对Haas评价很高,且喜欢在他手下工作。

That familiarity could prove invaluable during a leadership transition. According to Kim, former NVIDIA employees have spoken highly of Haas and enjoyed working under him.

任命他将提供延续性,而非单纯试图复制黄仁勋的领导风格。Haas拥有经验和公众面前的气场,能让投资者、员工、客户和商业伙伴放心,英伟达仍掌握在得力之手中。Ian Buck:技术远见者Kim的第二位候选人是Ian Buck,英伟达超大规模与高性能计算副总裁。

His appointment would offer continuity without simply trying to replicate Jensen Huang’s leadership style. Haas has the experience and public-facing presence needed to reassure investors, employees, customers and business partners that NVIDIA remains in capable hands. Ian Buck: The technology visionary Kim’s second candidate is Ian Buck, NVIDIA’s vice president of hyperscale and high-performance computing.

Haas代表经验丰富的企业领袖,Buck则代表英伟达的技术基因。

While Haas represents the experienced corporate leader, Buck represents NVIDIA’s technological DNA.

巴克尤为重要,因为他发明了CUDA,这是英伟达的软件平台,帮助该公司的GPU转变为现代加速计算和人工智能开发的基础。

Buck is particularly important because he invented CUDA, NVIDIA’s software platform that helped transform the company’s GPUs into the foundation of modern accelerated computing and AI development.

如今,他负责监管主要云服务提供商和其他大型客户所使用的产品和技术。金认为,巴克具备必要的工程专业知识、客户关系以及在员工中的威望,足以引导英伟达走过下一个增长阶段。

Today, he oversees products and technologies used by major cloud providers and other large customers. Kim believes Buck possesses the engineering expertise, customer relationships and respect among employees necessary to guide NVIDIA through its next phase of growth.

对他的任命将传递一个强有力的信号:英伟达的未来仍将牢牢扎根于技术创新。

His appointment would send a powerful message: NVIDIA’s future will remain firmly rooted in technological innovation.

乔纳·阿尔本:英伟达不能失去的高管除了选择新任CEO之外,金还强调了另一个关键优先事项:留住英伟达GPU工程高级副总裁乔纳·阿尔本。

Jonah Alben: The executive NVIDIA cannot afford to lose Beyond choosing a new CEO, Kim highlights another critical priority: retaining Jonah Alben, NVIDIA’s senior vice president of GPU engineering.

阿尔本在开发该公司的GPU架构和长期产品路线图方面发挥着至关重要的作用。金认为,留住他和巴克,将有助于确保英伟达的技术发展不中断。

Alben plays an essential role in developing the company’s GPU architecture and long-term product roadmap. Kim believes keeping him, alongside Buck, would help ensure that NVIDIA’s technological development continues without disruption.

换言之,董事会的挑战不仅仅是找到黄仁勋的继任者。它还必须保护那些造就英伟达竞争优势的工程领导层。

In other words, the board’s challenge is not simply finding a replacement for Huang. It must also protect the engineering leadership responsible for NVIDIA’s competitive advantage.

英伟达的未来比黄仁勋更大金承认,黄仁勋的离任标志着一个非凡领导时代的结束。然而,他不再认为英伟达的成功取决于某一个人。

NVIDIA’s future is bigger than Jensen Huang Kim acknowledges that Huang’s departure marks the end of an extraordinary leadership era. However, he no longer believes NVIDIA’s success depends on one individual.

对人工智能计算的需求依然巨大,而该公司的技术、人才和客户关系为持续增长提供了坚实基础。即使政治压力、监管或国际市场变化减缓扩张,金认为 underlying 的人工智能机遇依然可观。

Demand for AI computing remains enormous, and the company’s technology, talent and customer relationships provide a strong foundation for continued growth. Even if political pressure, regulation or changes in international markets slow expansion, Kim believes the underlying AI opportunity remains substantial.

他给英伟达董事会的信息很明确:选择雷内·哈斯或伊恩·巴克,留住乔纳·阿尔本,并保持公司的技术方向。

His message to NVIDIA’s board is straightforward: choose Rene Haas or Ian Buck, retain Jonah Alben and preserve the company’s technological direction.

关键在于?黄仁勋或许造就了英伟达的今天,但它的未来未必非要终于他。只要有合适的领导者,公司就能继续塑造AI革命。在Kim看来,雷内·哈斯和伊恩·巴克是最有希望实现这一目标的两个人选。

The bottom line? Jensen Huang may have made NVIDIA what it is today, but its future does not have to end with him. Under the right leadership, the company can continue shaping the AI revolution. For Kim, Rene Haas and Ian Buck are the two people best positioned to make that happen.

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