特朗普提出让蒂姆·库克出人意料地接替黄仁勋执掌英伟达，但董事会仍在寻找一位正式首席执行官。
Trump suggested Tim Cook as a surprise choice to replace Jensen Huang at Nvidia, but the board is still searching for a permanent CEO.
分析人士表示，下一任领导人必须懂技术、懂财务，并具备经营大型公司的能力，因为英伟达需要在人工智能增长、制造和投资者压力之间取得平衡。
Analysts say the next leader must understand technology, finance and running a huge company, as Nvidia balances AI growth, manufacturing and investor pressure.
被讨论的人选包括科莱特·克雷斯、伊恩·巴克、雷内·哈斯、帕特·基辛格、苏姿丰、桑杰·梅赫罗特拉、马特·墨菲和约翰尼·斯鲁吉，他们各自带来不同的优势。
Names under discussion include Colette Kress, Ian Buck, Rene Haas, Pat Gelsinger, Lisa Su, Sanjay Mehrotra, Matt Murphy and Johny Srouji, each bringing different strengths.
人工智能生成 旧金山——谈到英伟达的下一任首席执行官，唐纳德·特朗普的想法不拘一格。
AI generated SAN FRANCISCO - When it comes to the next CEO of Nvidia, Donald Trump is thinking outside the box.
这家AI芯片公司的董事会与首席执行官黄仁勋分道扬镳后，美国总统于11月12日在社交媒体上表示：“只有一个人能接替他的位置——苹果的蒂姆·库克。传奇取代传奇！”英伟达表示，公司正在寻找一位正式继任者，董事会对内部和外部候选人均持开放态度。
After the AI chip company’s board parted ways with chief Jensen Huang, the US president said on social media on Nov 12: “There is only one man to take his place - TIM COOK of Apple. A Legend replaces a Legend!”The hunt is on for a permanent successor, and the board is open to insider and outsider candidates, Nvidia said.
分析人士和投资者希望此人懂技术、有远见，并具备财务方面的敏锐度，因为该公司既是AI热潮中的主要投资者，也是制造商。具备经营大型公司的经验很可能是必要条件。
Analysts and investors want someone who understands the tech, has vision and possesses acumen in finance, since the company has been a major investor in the AI boom, as well as a manufacturer. Experience running a massive company is a likely requirement.
被任命为临时首席执行官的英伟达首席财务官科莱特·克雷斯和超级工程师伊恩·巴克，分别在投资者最看重的两个领域带来专长：公司的财务事务和技术。
Nvidia’s Chief Financial Officer Colette Kress, who was named interim CEO, and uber-engineer Ian Buck bring expertise in the two areas that investors value most: the company’s money matters and its technology.
在预测市场网站Polymarket上，交易者认为巴克最有可能成为下一任首席执行官，其次是克雷斯、安谋控股首席执行官雷内·哈斯和库克。以下是芯片观察人士讨论过的一些人选：科莱特·克雷斯，英伟达首席财务官 资深高管克雷斯于11月12日被任命为临时首席执行官。分析人士和投资者表示，她的经验、权威以及与华尔街的深厚关系，使她成为带领公司渡过危机的合适人选。
Traders on prediction market website Polymarket favored Buck as most likely to become the next CEO, followed by Kress, Arm Holdings CEO Rene Haas and Cook. Here are some names discussed by chip watchers: Colette Kress, Nvidia CFO Veteran Kress was named interim CEO on Nov 12, and her experience, authority and deep relationship with Wall Street make her a good choice to steer the company through crisis, analysts and investors have said.
克雷斯自2013年起担任英伟达首席财务官。在此之前，她曾在微软、思科以及芯片公司德州仪器等大型科技企业有过长期职业生涯。一个重大问题将是：如果她执掌公司，谁来填补技术愿景者的角色。
Kress has been Nvidia’s CFO since 2013. Before that, she had a long career at major tech companies including Microsoft , Cisco and chip company Texas Instruments . A big question would be who fills the role of tech visionary if she runs the company.
伊恩·巴克是英伟达超大规模与高性能计算副总裁，于2004年加入公司，是相关技术开发工作的领军人物，正是这项技术将英伟达从一家专注于电子游戏芯片的公司转变为人工智能硬件领域的最大力量。他做到这一点，靠的是帮助主导开发了CUDA——这一软件平台使英伟达的图形处理器能够进行通用计算。巴克还负责管理英伟达的人工智能硬件和软件产品，与大型客户密切合作。
Ian Buck, Nvidia vice-president of hyperscale and high-performance computing Buck, who joined in 2004, was a leader in developing the technology that turned Nvidia from a company focused on video game chips into the biggest force in AI hardware. He did that by helping lead development of CUDA, the software platform that enabled general-purpose computing on Nvidia’s graphics processors. Buck also works closely with big customers as manager of Nvidia AI hardware and software products.
投资者会希望有一位能够预见未来的愿景者，而这是巴克职责的关键部分。巴克在2025年的一次美国银行会议上说：“我工作中最具挑战性的部分之一，往往是试图预测未来，但人工智能总是让我们感到意外。”
Investors will want a visionary who can see what’s next, a key part of Buck’s mandate. “One of the most challenging parts of my job often is to try to predict the future, but AI is always surprising us,” Buck said at a Bank of America conference in 2025.
Arm首席执行官雷内·哈斯在英伟达度过了塑造其职业生涯的七年，晋升为副总裁兼计算产品业务总经理，之后于2013年加入Arm。他于2022年成为首席执行官，负责监督这家英国芯片制造商2023年在纳斯达克上市。
Rene Haas, CEO of Arm Arm CEO Rene Haas spent seven formative years at Nvidia, rising to vice-president and general manager of its computing products business, before joining Arm in 2013. He became CEO in 2022, overseeing the British chipmaker’s Nasdaq listing in 2023.
今年4月，他还接手了母公司软银的国际业务，并且是软银集团董事会成员。
In April, he also took over the reins of parent SoftBank’s international business and is a board member of SoftBank Group.
Arm设计处理器架构，并将其授权给其他公司，再由这些公司开发各自的芯片设计。历史上，Arm的优势一直在手机领域，目前正在向电脑领域扩张。这使其与英伟达有很大重叠——英伟达同样是一家芯片设计公司，尽管Arm在营收和员工数量上要小得多。
Arm designs processor architectures and licenses them to other companies that then develop individual chip designs. Historically its strengths have been in mobile phones, and it is expanding into computers. That gives it a lot of overlap with Nvidia, which also is a chip designer, although Arm is much smaller in revenue and employee count.
英特尔前首席执行官帕特·基辛格曾领导一项雄心勃勃的努力，试图扭转英特尔的局面，但他在不到四年后的2024年离开了这家芯片制造商，原因是相关改革难以取得进展。
Pat Gelsinger, former Intel CEO Pat Gelsinger led an ambitious effort to turn around Intel , but he left the chipmakerin 2024 after fewer than four years, as the changes struggled to gain traction.
尽管如此，盖尔辛格仍是全球极少数了解经营芯片企业滋味的人之一，他既懂设计又懂制造，因为英特尔两者兼备。英伟达不自产芯片，但其成功取决于与制造商的紧密关系。
Still, Gelsinger is one of a handful of people in the world who know what it’s like to run a chip company, and he knows both design and manufacturing, since Intel does both. Nvidia does not make its own chips, but its success depends on tight relations with its manufacturers.
盖尔辛格18岁在英特尔起步，在公司工作了30年，晋升为首位首席技术官，随后掌管博通旗下的VMware近十年。2021年他回归出任英特尔首席执行官。
Gelsinger started his career at Intel at 18 and spent 30 years at the company, rising to become its first chief technology officer, before running Broadcom’s VMware for nearly a decade. He returned as Intel CEO in 2021.
AMD首席执行官苏姿丰领导着英伟达主要竞争对手之一的AMD。若她接替黄仁勋，将对AMD构成重大冲击，并引发全行业震动。苏姿丰与黄仁勋均出生于台湾，两人声称彼此是远亲。
Lisa Su, AMD CEO Lisa Su leads one of Nvidia’s top rivals, AMD. If she replaced Huang, the move would represent a major disruption for AMD and a shift felt across the industry. Su and Huang were both born in Taiwan, and they have claimed each other as a distant relative.
但她的风格与黄仁勋截然不同、远少张扬，后者在亚洲行程中常吸引大量围观。她低调的作风为她在关键的中国市场赢得了盟友，曾与中国商务部长及副总理何立峰会晤。
But she is known for a vastly different, less flashy style from Huang, who often drew crowds during his forays to Asia. Her quieter approach has won her allies in the key China market, where she has scored meetings with China’s commerce minister and Vice Premier He Lifeng.
随着美国出口管制导致英伟达在中国市场份额暴跌，苏姿丰带领的AMD仍在中国找到切入渠道，包括中央处理器（CPU）和消费级图形处理器（GPU）。这些帮助AMD获得了中国AI芯片市场4%的份额。
As US export controls led to a cratering of Nvidia’s market share in China, AMD under Su still found avenues into the country, including with central processing units (CPUs) and consumer graphics processing units (GPUs). These helped it attain a 4% share of China’s AI chip market.
美光首席执行官梅旋美光首席执行官、存储芯片制造商美光公司掌门人圣杰·梅赫罗特拉拥有逾四十年经验，并与使用美光产品的英伟达保持紧密合作。
Sanjay Mehrotra, Micron CEO Sanjay Mehrotra, chief executive of memory chip maker Micron , has over four decades of experience and has worked closely with Nvidia, which uses Micron products.
梅赫罗特拉自2017年起领导美国最大存储芯片制造商，并推动其转型为AI系统关键供应商。加入美光前，他于1988年联合创办闪存先驱闪迪，并留任至2016年公司出售。2011年起担任首席执行官，助力闪迪跻身《财富》500强半导体企业。
Mehrotra has led the largest US memory chipmaker since 2017 and helped drive its transformation into a key supplier for AI systems. Before joining Micron, Mehrotra co-founded flash-memory pioneer Sandisk in 1988 and remained with the company until its 2016 sale. He served as chief executive from 2011, helping build Sandisk into a Fortune 500 semiconductor company.
在梅赫罗特拉执掌下，美光加深了与英伟达的关系，并转向用于AI服务器的高带宽内存芯片。随着AI基础设施需求激增，这一转变推动公司估值达到约1万亿美元。
Under Mehrotra, Micron has deepened ties with Nvidia and pivoted toward high-bandwidth memory chips used in AI servers. The shift helped propel the company to a roughly $1 trillion valuation as demand for AI infrastructure surged.
马特·墨菲，定制芯片制造商迈威尔科技首席执行官马特·墨菲已成为AI基础设施热潮中的知名人物，他与英伟达密切合作，同时帮助云巨头开发定制芯片，以减少对英伟达处理器的依赖。
Matt Murphy, Marvell Technology CEO Matt Murphy, chief executive of custom chipmaker Marvell Technology, has emerged as a prominent figure in the AI infrastructure boom, working closely with Nvidia while helping cloud giants develop custom chips intended to reduce reliance on Nvidia processors.
墨菲自2016年起领导迈威尔，将这家以存储为主的芯片制造商转变为数据中心、网络和AI基础设施技术的主要供应商。加入迈威尔之前，他在美信集成度过了20多年，担任过多个职务。
Murphy has led Marvell since 2016, transforming the company from a storage-focused chipmaker into a major supplier of data-center, networking and AI infrastructure technology. Before joining Marvell, he spent more than 20 years at Maxim Integrated in various roles.
在墨菲领导下，迈威尔成为AI热潮的最大赢家之一。公司扩大了定制芯片业务，赢得了大型云客户，并加强了与英伟达的关系。黄仁勋在6月称迈威尔是下一家“万亿美元公司”，推动其股价创下历史新高。
Under Murphy, Marvell has become one of the biggest winners of the AI boom. It has expanded its custom-chip business, won major cloud customers and strengthened ties with Nvidia. Huang called Marvell the next “trillion-dollar company” in June, helping send its shares to a record high.
约翰尼·斯鲁吉，苹果首席硬件官约翰尼·斯鲁吉负责监管苹果全部硬件的工程。苹果是唯一市值超过英伟达的公司。他的职责范围包括设备内部的微芯片、蜂窝调制解调器、显示屏、摄像头和电池，他向9月接替蒂姆·库克出任首席执行官的约翰·特努斯汇报。
Johny Srouji, Apple chief hardware officer Johny Srouji oversees engineering of all hardware at the only company worth more than Nvidia – Apple. His remit includes microchips, cellular modems, displays, cameras and batteries inside its devices, and he reports to CEO John Ternus, who succeeded Tim Cook in September.
斯鲁吉帮助苹果成为设计自家处理器的芯片巨头。他于2008年加入苹果，领导iPhone主处理器的开发。这项工作后来发展为苹果硅，即苹果为自家设备内部设计的芯片。苹果和英伟达都与台积电合作，这家台湾公司制造这两家加州公司设计的芯片，这让斯鲁吉得以了解英伟达一项关键合作的内情。
Srouji helped turn Apple into a chip powerhouse that designs its own processors. He joined Apple in 2008 to lead development of the main processor for the iPhone. That work grew into Apple Silicon, the chips Apple designs in-house for its devices. Apple and Nvidia both work with TSMC, the Taiwanese company that makes chips the California companies design, giving Srouji visibility into a key Nvidia partnership.
加入苹果之前，斯鲁吉曾在英特尔和IBM担任高级处理器设计职务。他拥有以色列理工学院的计算机科学学士和硕士学位。
Before Apple, Srouji held senior processor design roles at Intel and IBM. He has bachelor’s and master’s degrees in computer science from the Technion-Israel Institute of Technology.
蒂姆·库克，苹果前首席执行官 也许特朗普说得对？2011年联合创始人史蒂夫·乔布斯去世后，蒂姆·库克成功完成了领导苹果这一艰巨任务，因此从一位传奇人物手中接掌帅印也写进了他的履历。
Tim Cook, former Apple CEO Maybe Trump is right? Tim Cook succeeded in the difficult task of leading Apple after co-founder Steve Jobs died in 2011, so picking up the reins from a legend is on his resume.
在担任首席执行官的15年间，他将公司市值从3500亿美元提升至4.5万亿美元（5.8万亿新元）的庞大规模。如今，苹果是唯一一家市值超过英伟达的公司。
Over a 15-year stint as CEO, he took the company to a massive US$4.5 trillion (S$5.8 trillion) market capitalisation from US$350 billion. Apple today is the only company worth more than Nvidia.
他凭借Apple Watch和AirPods等热门产品的设计赢得赞誉，还打造了公司的服务相关业务，该业务成为巨大的收入来源。
He won plaudits for design of such hit products as the Apple Watch and AirPods and also built the company’s services-related business, which became a huge source of revenue.
库克加大力度将中国作为苹果的主要制造基地，这带来了巨大的效率提升，但也使公司面临风险，尤其是在特朗普加征关税之际。他还着力经营与特朗普的关系，定期与其通电话保持联系，并参加总统及其他人的私人晚宴。
Cook doubled down on using China as Apple’s main manufacturing base, which delivered massive efficiency gains but exposed the company to risks, especially as Trump hiked tariffs. He also cultivated Trump, staying in regular touch with him by phone and joining private dinners with the president and others.
库克仍担任董事会执行主席。他在全球各地奔走，推动苹果的利益，包括10月访问中国，那是他当年第三次访华。
Cook remains executive chairman of the board. He travels globally, promoting Apple’s interests, including a trip to China in October, his third visit of the year.