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The Verge · AI· Hayden Field·· 2 小时前精选AI 评分87

英伟达 CEO 黄仁勋因间谍与婚外情丑闻辞职,CFO Colette Kress 出任临时 CEO

Nvidia CEO Jensen Huang resigns amid spy, affair scandals

文章要点
  • 1英伟达宣布黄仁勋辞去 CEO、总裁和董事职务,即日生效,CFO Colette Kress 任临时 CEO
  • 2辞职缘于两段婚外情报道,黄仁勋已在员工备忘录中承认不忠,向家人和股东道歉
  • 3纽约时报报道其一名交往对象被指为中国国安部搜集先进 AI 芯片情报,另一名为其直接下属 Kimberly Powell
  • 4公司任命史上首位董事长并启动永久 CEO 遴选,媒体报道人选包括苏姿丰、Rene Haas 等五人
决策要点

这是 AI 算力核心公司因个人丑闻触发的创始人权力交接,英伟达以临时 CEO 和新设董事长职位进入过渡期。

  • 影响:依赖英伟达芯片供应与投资生态的企业短期面临沟通口径的不确定性;临时 CEO 出自 CFO 序列且 2013 年加入公司,财务与经营口径连续性较强;黄仁勋与特朗普的私人渠道随其离任中断,对华芯片与出口管制沟通存在变数。
  • 参考:可考虑盘点与英伟达相关的供货配额、投资承诺和合作协议,向官方渠道确认是否延续;重大算力采购可等永久 CEO 人选落定后再锁定长期条款;关注新管理层对芯片出口管制的公开表态。
  • 依据:辞职与临时任命为英伟达董事会公告口径;婚外情与间谍指控为纽约时报报道,董事会罢免动议由华尔街日报披露,黄仁勋本人承认不忠;继任人选名单为媒体报道口径。
正文 · 原文

Nvidia’s board announced that Jensen Huang — its longtime co-founder, president, and CEO — has resigned after reports of two extramarital affairs, one with an alleged Chinese spy and one with an Nvidia executive who reported to Huang. Following a late Wednesday night meeting, the board accepted Huang’s letter of resignation as CEO, president, and board member, effective immediately, with current CFO Colette Kress appointed interim CEO. Kress has been with Nvidia since 2013, with previous stops at Cisco and Microsoft.

Nvidia is also changing its corporate structure in Huang’s absence, appointing former Synopsys CEO Harvey C. Jones as the first board chair in its history. The statement does not include a statement from Huang, while Kress is quoted as saying:

NVIDIA’s strength has always come from its people, and together with our leadership team, I am committed to building on the extraordinary foundation Jensen created over the last 33 years. We will continue advancing the work that has made NVIDIA a leader in accelerated computing and AI, and execute on the opportunities ahead. Our focus remains on serving our customers, partners, developers and shareholders.

Now Nvidia says, “The Board is initiating a search for a permanent Chief Executive Officer and will consider internal and external candidates,” and reports about who that might be have already surfaced, putting Kress, Apple hardware chief Johny Srouji, Nvidia VP Ian Buck, AMD CEO (and cousin of Jensen Huang) Lisa Su, and Arm CEO Rene Haas at the top of the list.

Huang had been at the helm of what’s now known as the most powerful company in AI since its founding in 1993. In the years since, it’s become the main purveyor of the chips fueling AI advancement and deployment in the US, and it has enjoyed near-unbridled power and influence — demand for Nvidia’s chips constantly outpaces supply, and AI CEOs are constantly putting in requests to buy more, sometimes to no avail. Nvidia’s investment portfolio — worth about $99 billion and spanning AI companies from frontier labs to neoclouds — has also granted it a lot of sway in the AI space. And in recent years, Huang himself has enjoyed a close relationship with President Donald Trump.

Over the past week, that influence has been a double-edged sword for Huang, after news broke that he had been involved in a romantic relationship with Alice Huang (no relation), an executive at Megaspeed, a Singapore-based cloud provider and big customer of Nvidia itself. The Megaspeed executive was also allegedly a surveillance operative passing information along to China’s Ministry of State Security. She was focused on gaining information about advanced AI chips in the US and trying to influence the technology being made available to China, The New York Times reported. Huang admitted he had been “unfaithful” to his wife and apologized to his family and shareholders in a memo to Nvidia employees over the weekend.

As The Verge wrote earlier this week, “questions are swirling around how the affair may have influenced Huang’s reported push to sell advanced chips to China — and potentially even influenced President Trump’s own decisions surrounding AI export controls.”

As of Monday, analysts, venture capitalists and even Trump had expected Huang would come out the other side of the scandal with his chief executive status intact. Silicon Valley insiders, including Elon Musk, had backed him despite the news. But on Wednesday, news broke that Huang had had a second extramarital affair — this time with an executive reporting directly to him. The New York Times, citing five people who worked at Nvidia, identified the relationship as being with Nvidia’s VP of healthcare, Kimberly Powell. Soon after the news broke, The Wall Street Journal reported, citing people familiar with the matter, that Nvidia’s board was meeting as soon as Wednesday evening in order to decide Huang’s future at the company and potentially oust him from his role.

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  • Hayden Field

来源:The Verge · AI · theverge.com