关于黄仁勋与一名据称是中国国家安全部资产的人员有染的消息，在硅谷——包括英伟达内部——最初引发了低调的反应。在曝出另外两段与英伟达员工的恋情后，黄仁勋的辞职让公司和更广泛的AI行业都感到震惊。
News of Jensen Huang’s affair with an alleged asset of China’s Ministry of State Security was first met with a muted response in Silicon Valley—including inside Nvidia itself. Huang’s resignation, after news of two other alleged romantic relationships with Nvidia staffers, has left both the company and the broader AI industry stunned.
据英伟达两名现任和三名前任员工透露，在本周早些时候关于黄仁勋最初那段婚外情的披露浮出水面后，基层员工起初照常工作。他们不愿具名，以保护在公司的关系。他们信任董事会会调查并妥善处理，但很少有员工认为黄仁勋真的会离职。
As revelations about Huang’s initial affair came out earlier this week, rank-and-file Nvidia employees at first pursued business as usual, according to two current and three former employees at the chipmaker, speaking anonymously to protect relationships at the company. They trusted the board to investigate and act accordingly, but few workers thought Huang would actually leave.
据报道，英伟达约6万名员工的忠诚度极高，全球流失率在科技业中属于最低之列。员工说，这被称为“血液里流着绿色”或“被绿色洗脑”或属于“绿队”，指的是公司的标志性颜色。黄仁勋是公司的灵魂，也是坚持33年陪伴公司度过挑战的创始人。员工赞赏他很少裁员，也很少搞繁文缛节。
Nvidia’s roughly 60,000 employees are loyal to the point that its global turnover rate is reportedly among the lowest in tech. Workers say they have heard it called having “green in your blood” or being “green-pilled” or on “team green,” referring to the company’s signature color. Huang was the company’s soul and the founder who stuck with it through challenges for 33 years. Employees appreciated that he kept layoffs rare and red tape sparing.
“短短三天，我们从‘超级英雄披风’变成了‘哎呀，我忘穿裤子了’，没人真知道怎么消化这事儿，”一名员工说。一名前员工为黄仁勋辩护，坚称背后“定有更阴险的因素”，仅凭婚外情不该导致他离职。
“In just three days we went from superhero cape to ‘Oops, I forgot my pants,’ and nobody’s quite sure how to swallow that,” one employee said. One former employee insisted in Huang’s defense that something “more sinister” must have been in play, and that affairs alone shouldn’t have led to his departure.
硅谷的同行们也表达了类似情绪，即使在黄仁勋被罢免后，仍公开支持这位陷入困境的CEO。“一次失误抹不掉一生的领导力和为建设英伟达所做的贡献，”风险投资家安东尼奥·格拉西亚斯本周早些时候在X上写道，使用了公司的股票代码。
Huang’s peers in Silicon Valley echoed that sentiment, remaining vocal in their support of the embattled CEO even after his ouster. “One mistake does not erase a lifetime of leadership and contribution in building NVDA,” venture capitalist Antonio Gracias wrote on X earlier this week, using the company’s ticker symbol.
《纽约时报》周三报道称，黄仁勋还曾与英伟达一名副总裁有过婚外情，路透社周四披露了与一名员工的第二段“亲密关系”。在这些指控的婚外情公开之前，多位行业高管曾告诉《连线》杂志，黄仁勋是“不可替代的”，而除了与Alice Huang的关系外，他最大的错误是以书面形式向全公司承认了这段婚外情。
The New York Times reported on Wednesday that Huang has also had an extramarital affair with a vice president at Nvidia, and Reuters revealed on Thursday a second “intimate relationship” with an employee. Before those alleged affairs became public, multiple industry executives told WIRED that Huang is “irreplaceable” and that his biggest mistake, aside from his relationship with Alice Huang, was admitting the affair in writing to the whole company.
这种情绪似乎仍占主流。风险投资家Sarah Guo在黄仁勋辞职后、路透社报道前几小时在X平台上写道：“一位创始人花了30年时间如此出色地建立了一家如此独特的公司，已经赢得了他应当继续领导这家公司的推定权利。”
That appears to still be the prevailing sentiment. “A founder who has spent 30 years building such a unique company so capably has earned the presumption that he should keep leading it,” venture capitalist Sarah Guo wrote on X after Huang resigned, and a few hours before the Reuters report.
当局和英伟达董事会尚未正式指控黄仁勋在与女商人、疑似情报资产Alice Huang的交往中存在不当行为，中国已否认她是间谍。特朗普总统周二表示，联邦调查局“正在调查此事”。英伟达董事会声称不认为黄仁勋泄露了任何机密，但已聘请Wachtell Lipton律师事务所进行调查。
Authorities and Nvidia’s board have yet to formally accuse Huang of wrongdoing in his interactions with the businesswoman and suspected intelligence asset Alice Huang, and China has denied that she’s a spy. President Donald Trump said on Tuesday that the FBI “is looking into it.”Nvidia’s board has stated that it doesn’t believe Huang compromised any secrets, but it has hired the law firm Wachtell Lipton to investigate.
此外，英伟达内部早已有人窃窃私语黄仁勋与Alice Huang的关系；一位拒绝透露姓名的风险投资家回忆起最近的一次晚宴，一名英伟达高管声称曾有传闻说黄仁勋与一名年轻亚裔女性有恋爱关系。
Add to all that, some corners of Nvidia had already been whispering about the relationship with Alice Huang; one venture capitalist who declined to be named recalled a recent dinner where an Nvidia executive claimed there had been rumors about Jensen’s romantic relationship with a young Asian woman.
周一，这位风险投资家估计黄仁勋失去全球市值最高公司掌舵人职位的可能性“不到10%”。“这阵风会过去的，”他们说。“人们会恨他三个月，然后忘得一干二净。”黄仁勋的辞职让他们大为震惊。
On Monday, the venture capitalist had estimated a “less than 10 percent” chance Huang would lose his job at the top of the world’s most valuable company. “The wind’s going to blow over on this,” they said. “People are going to hate him for three months, and forget this ever happened.”Huang’s resignation left them in shock.
硅谷最大的担忧依然是英伟达的不稳定可能刺破AI泡沫，但分析师们并不那么确定。
The big anxiety in Silicon Valley remains the possibility that instability at Nvidia will burst an AI bubble, but analysts aren’t so sure.
一位人工智能公司的首席执行官在要求匿名以免影响商业关系的前提下表示，英伟达近期对人工智能初创企业的资助，甚至收购模型托管服务商 Hugging Face 等公司，都帮助支撑了对芯片的需求。这位企业家说：“新来的职业经理人 CEO 不会做这些事”，意味着“人工智能交易和人工智能泡沫的系统性风险将大幅增加”。
The chief executive of one AI company, who spoke on condition of anonymity so as not to affect business relationships, says Nvidia’s recent bankrolling of AI startups and even buying companies such as model-hosting provider Hugging Face has helped prop up the need for chips. A “new professional CEO won’t do any of that,” meaning “systemic risk for the AI trade and AI bubble increases substantially,” the entrepreneur says.
在泡沫论调和黄仁勋传闻的夹击下，英伟达股价近日跌至一年多来的最低点。英伟达将于下周发布最新季度财报。
Between bubble talk and Huang rumors, Nvidia shares in recent days have sunk to their lowest point in more than a year. Nvidia reports its latest quarterly earnings next week.
在英伟达内部，会议、项目以及公司激进的文化正在迅速推进黄仁勋愿景中尚未完成的部分。
Inside Nvidia, meetings, projects, and the company’s aggressive culture are rapidly pressing ahead with what’s left of Huang’s vision.