Gary Marcus评黄仁勋婚外情及潜在泄密风险
The Huang Affair: What did they know and when did they know it?
It’s no longer just a rumor.
这已不再仅仅是传闻。
In a letter to Nvidia employees earlier tonight, Jensen Huang admitted that he had an affair with Alice Huang (no kinship relation so far as I know), who was involved in the chip business, perhaps trafficking in Nvidia chips, and is believed to have been a Chinese spy.
在今晚早些时候写给英伟达（Nvidia）员工的一封信中，黄仁勋承认他与黄爱丽丝（Alice Huang）有染（据我所知两人并无亲属关系），后者从事芯片业务，可能涉及英伟达芯片的走私，并被认为是一名中国间谍。
China undoubtedly wanted Nvidia chips and Jensen Huang seems to have supportive of this. Worse, he probably had inside info on the administrations thinking on export controls, which would have been of considerable interest to the Chinese government.. The apparent facts are absolutely wild:
中国无疑渴望获得英伟达芯片，而黄仁勋似乎对此持支持态度。更糟糕的是，他可能掌握了美国政府关于出口管制的内部信息，这对中国政府来说具有相当大的吸引力。显而易见的事实简直令人震惊：
Nvidia is investigating. As I noted here a few days ago, some members of Congress had already invited Huang to discuss the matter, even before Huang’s confession.
英伟达正在对此展开调查。正如我几天前在此处所指出的，一些国会议员在黄仁勋坦白之前就已经邀请他就此事进行讨论。
Much will be written about all of this. One important question is: who knew what about this and when.
关于这一切将会有大量文章问世。其中一个重要问题是：谁在何时知道了什么。
At least a few people had already speculated about it a year ago, based on a photo from June 2024:
至少早在一年前，就有人根据一张2024年6月的照片对此进行过推测：
- President Trump appears to have known about this a year ago, and chose to do nothing about it. Instead, he remained close to Jensen Huang, e.g., calling Jensen while he was on stage two months ago.
- It is entirely possible that Jensen Huang may have passed state secrets from Trump to Alice Huang. Certainly Jensen Huang was allowed to continue to lobby the President around sensitive U.S. policy matters around chips and China. The incoming Congress is certain to investigate. (For good measure, Trump probably just made things worse for himself by pretending everything is totally fine.)
- Marco Rubio apparently oversaw the drafting of a memo about the risks this Spring that apparently when nowhere. (Probably a lot of people knew about the memo. Congress will want to know who.)
- Nvidia should have known about it, but as recently as one week ago claimed not to:
- 特朗普总统似乎在一年前就知道了这件事，却选择不予理会。相反，他与黄仁勋保持着密切关系，例如两个月前在他登台演讲时给黄仁勋打了电话。
- 黄仁勋完全有可能将来自特朗普的国家机密传递给了黄爱丽丝。显然，黄仁勋被允许继续就芯片和中国相关的敏感美国政策问题向总统游说。新一届国会肯定会对此展开调查。（为了增加分量，特朗普可能只是通过假装一切完全正常来让自己处境更糟。）
- 马可·卢比奥（Marco Rubio）显然在今年春天监督起草了一份关于此风险的备忘录，但该备忘录显然不知去向。（可能有很多人知道这份备忘录的存在。国会将想知道是谁。）
- 英伟达本应知晓此事，但直到一周前还声称不知情：
This too will be investigated.
这也将受到调查。
Also to be investigated will be the extent to which Nvidia chips have made it China illegally, and the extent to which anyone at Nvidia might have known about this.
还将被调查的是英伟达芯片非法流入中国的程度，以及英伟达任何相关人员可能对此事知情的程度。
The combination of money, power, sex, AI, international politics, and an incoming congress eager to push back against the tech titans is about to explode in ways none of us could have imagined just a couple weeks ago.
金钱、权力、性、人工智能、国际政治以及一届急于反击科技巨头的新届国会的结合，即将以我们几周前根本无法想象的方式爆发。
§
Already Nvidia futures are falling:
英伟达期货已经开始下跌：
Worse, Nvidia, which is at the center of the generative AI boom, has no obvious succession plan. It’s entirely possible that Jensen will ultimately have to resign.
更糟糕的是，作为生成式AI热潮中心的英伟达并没有明显的继任计划。黄仁勋最终可能不得不辞职。
Heaven only knows what happens then.
天知道那时会发生什么。
Conceivably it could tank the whole AI investment market, as this tweet notes. ((the opening line is presumably facetious).
正如这条推文所指出的，这可能会让整个人工智能投资市场崩盘。（开头的句子大概是反讽。）
Things are about to get very wild. Exactly how wild is anyone’s guess.
事情即将变得非常疯狂。究竟会多疯狂，谁也说不准。
Subscribe now
立即订阅
P.S. Bonus cartoon from a reader:
附：读者提供的额外漫画：
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力