英伟达董事会据报筹备罢免CEO黄仁勋，股价盘后下跌约8%
Nvidia’s stock drops as board reportedly preps to oust CEO Jensen Huang
- 1华尔街日报报道，英伟达董事会最早周三开会，决定执掌公司33年的CEO黄仁勋的去留
- 2黄仁勋周日承认与美情报部门指称为中国间谍的女子有婚外情，纽约时报再曝其与下属高管有恋情
- 3周三盘后交易英伟达股价下跌约8%，过去五天累计跌约11%
- 4黄仁勋自称极少授权、有约60名直接下属，公司一直没有明确的接班人或接班计划
这已不只是个人丑闻，而是演变为围绕创始CEO的治理危机，暴露出英伟达缺少接班安排的关键人风险。
- 影响：英伟达是AI热潮所需芯片的设计方，其管理层变动关系到依赖其算力的企业；黄仁勋极少授权且没有接班计划，交接若发生冲击可能大于一般公司换帅；股价五天跌约11%显示市场已在重新定价。
- 参考：可考虑盘点自身对英伟达算力供应和生态的依赖清单；值得检查采购合同中是否已有供应连续性安排；先算出单一供应商的算力敞口占比。
- 依据：罢免筹备出自华尔街日报援引消息源的报道，英伟达官方暂未确认；婚外情为黄仁勋本人周日承认，下属高管恋情出自纽约时报；股价跌幅为周三盘后交易及过去五天数据。
Nvidia is reportedly planning to oust its co-founder and CEO Jensen Huang, who has led the company for the last 33 years, the Wall Street Journal reports. Sources told the newspaper that the Nvidia board is meeting as soon as Wednesday to determine Huang’s future at the company.
On Sunday, Huang admitted to having an extramarital affair with a woman purported by U.S. intelligence to be a Chinese spy. On Wednesday evening, the New York Times reported that Huang also had an affair with an executive who reports to him.
Nvidia has become one of the most valuable companies in the world as it designs the chips that power the AI boom, but in the midst of Huang’s ongoing scandal, Nvidia stock fell about 8% in after hours trading on Wednesday. The stock is down about 11% in the past five days. Huang famously delegates very little and has about 60 direct reports, he has said. The company also has not had an obvious successor or a succession plan.
来源：TechCrunch · AI · techcrunch.com