Transformer发文呼吁黄仁勋因婚外情及利益冲突辞职
Jensen Huang should resign
Image: Benjamin Fanjoy/Getty Images
图片：Benjamin Fanjoy/盖蒂图片社
After weeks of leaks and rumors, Nvidia CEO Jensen Huang has finally admitted to having had an affair. It is widely thought to be with Alice Huang, who is believed by the government to be a Chinese spy.
在数周的泄露和传闻之后，英伟达（Nvidia）首席执行官黄仁勋终于承认自己有过婚外情。人们普遍认为他的对象是黄爱丽丝（Alice Huang），政府认为她是一名中国间谍。
In a statement yesterday, Nvidia’s board said that it will investigate the affair, noting that it “has confidence in Jensen” and “has no reason to believe that either national security or NVIDIA secrets were compromised.”
英伟达董事会昨天发表声明称，将对此事展开调查，并表示“对黄仁勋有信心”，且“没有理由相信国家安全或英伟达的秘密受到了损害。”
An investigation is necessary to see just how bad the incident was. But its findings are not needed to decide what to do with Jensen, who in recent weeks appears to have misled his own employees, investors and the public.
有必要进行调查以了解事件究竟有多严重。但无论调查结果如何，都不影响决定如何处理黄仁勋，因为在最近几周里，他似乎一直在误导自己的员工、投资者和公众。
The implications are clear: Jensen Huang should resign.
其含义很明确：黄仁勋应该辞职。
Understand AI — and what to do about it
理解人工智能——以及该如何应对
There are so many aspects to the affair that it is hard to know where to begin. Most attention, unsurprisingly, is focused on the national security implications of Huang being romantically involved with a suspected Chinese spy. But even if Alice Huang is an ordinary civilian, the affair and events surrounding it are unacceptable for a CEO of a major company.
这件事涉及方方面面，让人不知从何说起。毫不奇怪，大多数注意力都集中在黄仁勋与一名疑似中国间谍有浪漫关系所带来的国家安全影响上。但即使黄爱丽丝只是普通平民，这场婚外情及其相关事件对于一家大公司的首席执行官来说也是不可接受的。
Alice Huang was until recently a senior executive at Megaspeed, a large Nvidia customer which has bragged about its access to the company’s chips. (Megaspeed “has imported Nvidia hardware worth at least $4.6 billion,” Bloomberg reported last November.) Having an affair with a customer is, obviously, a conflict of interest. Nvidia’s own code of conduct says conflicts of interest, which can include personal relationships, should be avoided. When they arise, “we immediately remove ourselves from any decision-making role in the matter,” the code says. As of right now, we do not know if the affair was disclosed to Nvidia’s board or if Huang removed himself from decision-making involving Megaspeed; if not, that is a resigning offense in and of itself.
直到最近，黄爱丽丝还是英伟达大客户Megaspeed的高管，该公司曾吹嘘自己能够接触到英伟达的芯片。（彭博社去年11月报道，“Megaspeed进口了价值至少46亿美元的英伟达硬件”。）与客户发生婚外情显然是利益冲突。英伟达自身的行为准则规定，应避免利益冲突，这可能包括个人关系。当出现这种情况时，准则称：“我们立即让自己退出该事项的任何决策角色。”截至目前，我们尚不清楚这段婚外情是否已向英伟达董事会披露，或者黄仁勋是否退出了涉及Megaspeed的决策；如果没有，这本身就是一个足以导致辞职的过错。
Worse, in recent weeks Nvidia and Huang have issued multiple statements we now know to be false. In a New York Times piece on October 29, Nvidia spokesman John Rizzo said “Jensen’s interactions with Ms. Huang are not unusual or unexpected,” a line repeated in a November 6 article. Jensen said the same thing himself, telling Bloomberg on October 29: “Our relationship, our interactions, have been related to Megaspeed, and it was all completely normal and not unusual.”
更糟糕的是，在最近几周，英伟达和黄仁勋发布了多条我们现在知道是虚假的声明。在10月29日《纽约时报》的一篇报道中，英伟达发言人约翰·里佐（John Rizzo）表示“黄仁勋与黄女士的互动并不异常或出乎意料”，这一说法在11月6日的另一篇文章中被重复引用。黄仁勋本人也说了同样的话，他在10月29日告诉彭博社：“我们的关系、我们的互动都与Megaspeed有关，这一切完全正常，并不异常。”
Unless Huang has been secretly sleeping with Dario Amodei, Sam Altman, and all his other customers, those statements were clearly false — something Jensen, at least, knew at the time he made them. We do not know if Rizzo knew they were false too; if not, Huang appears to have misled his own executives as well.
除非黄仁勋一直在与达里奥·阿莫迪（Dario Amodei）、山姆·奥特曼（Sam Altman）以及他所有的其他客户秘密交往，否则这些声明显然是虚假的——至少在他发表这些言论时，黄仁勋本人是知道的。我们不知道里佐（Rizzo）是否也知晓这些声明是虚假的；如果不知晓，那么黄仁勋似乎连他自己的高管团队也误导了。
It is hard to see how misleading the public and investors in this way is defensible. Given that revelations of Huang’s affair have hit Nvidia’s stock price, demonstrating a financial impact, those statements may prompt investigations under securities rules, and almost certainly lead to lawsuits from investors.
很难看出以这种方式误导公众和投资者有何正当性。鉴于黄仁勋的婚外情曝光已对英伟达（Nvidia）的股价造成冲击，显示出财务影响，这些声明可能会引发证券法规下的调查，并几乎肯定会导致来自投资者的诉讼。
All this ought to be compelling grounds for a resignation. And yet there is still more. Nvidia has repeatedly opposed semiconductor export controls, a stance US officials suspect Alice Huang of pushing on China’s behalf. Megaspeed has been suspected of smuggling Nvidia chips into China. Nvidia’s general counsel, Tim Teter, reportedly contacted the Commerce Department about its investigation into Megaspeed, leading Commerce to transfer the case to the DOJ.
所有这一切本应构成辞职的有力理由。然而情况还有更糟的一面。英伟达曾多次反对半导体出口管制，美国官员怀疑爱丽丝·黄（Alice Huang）代表中国推动这一立场。Megaspeed 公司曾被怀疑向走私英伟达芯片进入中国。据报道，英伟达总法律顾问蒂姆·特特（Tim Teter）就 Megaspeed 的调查事宜联系了商务部，导致商务部将该案移交给司法部（DOJ）。
In the worst case, Nvidia may have fundamentally undermined American national security and AI leadership because Jensen Huang was being manipulated by a Chinese spy he was romantically involved with. But even in the best case, Huang looks to have misled the public and entangled himself in a relationship that creates clear conflicts.
在最坏的情况下，由于黄仁勋被一名与其有浪漫关系的中国间谍所操控，英伟达可能从根本上破坏了美国的国家安全和 AI 领导地位。但即使在最好的情况下，黄仁勋看起来也误导了公众，并陷入了一段产生明显利益冲突的关系中。
In normal times, Huang’s position would be clearly untenable. In reality, Nvidia’s board may keep him around. He has no clear successor, and the financial incentives to keep him there are overwhelming. The moral case is clear: Jensen Huang must resign. Whether he actually will is a different matter.
在正常时期，黄仁勋的职位显然无法维持。但在现实中，英伟达董事会可能会让他留任。他没有明确的继任者，且让他留任的经济激励是压倒性的。道德层面的立场很明确：黄仁勋必须辞职。但他是否真的会辞职，则是另一回事。
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