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Nvidia CEO黄仁勋因婚外情丑闻辞职,市值跌破4万亿美元

Nvidia Looks for a New Era After Jensen Huang

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Nvidia核心领导层突发变动及重大负面舆情,直接冲击市场估值与公司治理预期,投资者需高度关注后续继任者人选及监管调查进展。

Video shares finished lower on Friday after a very chaotic week that, as we've been talking about, saw its founder and longtime CEO, Huang, resign after reports of several extramarital affairs, including one with a suspected Chinese spy. NVIDIA dropped another 2%, adding to the recent nosedive that's brought the market cap below $4,000,000,000,000 far behind Apple as the world's most valuable company. While an interim CEO has been named, the company says its search for a permanent replacement will include both internal and external candidates.

周五,英伟达(Video Shares)股价收低,结束了极其混乱的一周。正如我们此前所讨论的,其创始人兼长期首席执行官黄仁勋在爆出多起婚外情丑闻后辞职,其中包括与一名疑似中国间谍的关系。英伟达股价再跌2%,加剧了近期的暴跌态势,使其市值跌破4万亿美元大关,远远落后于苹果公司,不再是全球最有价值的公司。尽管已任命了临时CEO,但该公司表示,寻找永久接替者的过程将包括内部和外部候选人。

Bloomberg's Emily Chang sat down with Huang just one month ago before this news broke, and she asked him during that interview about the pressures of leading one of the world's most valuable companies and who might one day succeed him. I'm responsible for an entire industry. And so I think the the pressure of being the CEO is high, and it's supposed to be high. It shouldn't be an... It should not be an easy job. It shouldn't be a job that you take for granted.

彭博社的艾米丽·张(Emily Chang)在此消息曝光前一个月刚刚采访了黄仁勋。在那次采访中,她问他作为全球最有价值公司的领导者之一所承受的压力,以及谁可能会有一天继承他的位置。我负责着整个行业。因此我认为,担任CEO的压力很大,而且理应如此。这不应该……它不应该是轻松的工作。这不应该是你可以视为理所当然的工作。

When I decided to be CEO, you know, I didn't didn't realize the the the magnitude of the pressure and and responsibilities, but, you know, look, that's what I that's what I signed up for. And so now now that my family and all of the people that are near me see see the the the responsibility of this job and what it takes, then they they just gotta ask themselves, you know, whether this is the level of sacrifice and responsibility you want.

当我决定担任CEO时,你知道,我没有意识到这种压力的巨大程度和责任的重担,但是,你看,这就是我选择承担的责任。所以现在,当我的家人和我身边的人都看到这份工作的责任及其所需付出时,他们就必须问自己,这是否是你愿意牺牲和承担责任的程度。

And I'm really hoping that the next CEO of the company is already at the company. But but twenty years from now, I hope I stay healthy, and and I hope I I continue to earn my my keep. But so long as I I can do that twenty years from now, I hope I hope they're already here and... But they have to earn it. Twenty years from now. Emily joins us now from San Francisco. Emily, just wild to watch that taped just a few weeks ago.

我真的希望公司的下一任CEO已经在公司内部。但在二十年后,我希望自己保持健康,并希望我能继续胜任我的工作。只要我在二十年后还能做到这一点,我希望那时接任者已经就位……但他们必须通过努力赢得这个职位。二十年之后。艾米丽现在从旧金山加入我们。艾米丽,看着几周前录制的这段画面真是令人难以置信。

I imagine it's even more wild for you to have watched it. In light of all that... That's happened here, how are you thinking through what he was saying then and what's happened since... How are you processing these developments in yours... Yourself? Again, you were traveling with him on this big trip trip through Europe. And as as you've written, he was kind of at the prime of his powers. It was a a kind of a victory tour for him.

我想对你来说观看这段录像更加令人震惊。鉴于这里发生的一切……你是如何思考他当时所说的话以及此后发生的事情……你又是如何处理这些发展变化的?毕竟,你曾与他一同进行这次欧洲之行。正如你所写的那样,他当时正处于权力的巅峰。那对他而言更像是一次胜利之旅。

Gensanity at its utmost, over the continent of Europe. That is what we saw. We went with him to four countries in four days, and, obviously, this isn't how we expected the story to pan pan out, but we realize now that we got the last wide ranging sit down with him as CEO. And we went into it knowing that this is a company that didn't have a clear successor, never disclosed publicly a succession plan. There has been speculation.

将 Gensanity 发挥到极致,横跨欧洲大陆。这就是我们所见到的。我们在四天内随他去了四个国家,显然,故事的发展并非我们当初所预期的那样,但我们现在意识到,这是作为 CEO 的他最后一次接受广泛深入的访谈。我们在进入这次访谈时就知道,这是一家没有明确继任者、从未公开披露过继任计划的公司。此前一直有各种猜测。

His his daughter works at the company. His son works at the company. His son-in-law works at the company. And so I asked who might be next because investors, you know, have said over time, how can a... At that time, $5,000,000,000,000 company Mhmm. Not have a designated successor? And his family is so intertwined in the company that's that's another question here. But he basically paid himself so indispensable in terms of the way he ran the company with this flat management structure structure and 60 direct reports that there was no second person in line, and he obviously had the expectation that he was gonna be there for a couple more decades.

他的女儿在公司工作,他的儿子在公司工作,他的女婿也在公司工作。所以我问谁可能是下一任继任者,因为投资者们多年来一直在说,一家当时价值 5000 亿美元的公司……嗯……怎么会没有指定的继任者?而且他的家族与公司如此紧密交织,这又是另一个问题所在。但他基本上让自己变得不可或缺,因为他以这种扁平化管理结构和向60人直接汇报的方式运营公司,导致没有第二顺位人选,而他显然预期自己还会再担任几年甚至几十年的职务。

I mean, do you think that was strategic on his part? You you see this with Musk and some of these other tech leaders who are verging on, you know, icon status if you ask them, that they don't really want to designate a successor because in a way that diminishes their influence and their power at the center of these little universes. Quite possibly. I mean, he obviously, you know, cares deeply about this company having run it for thirty three years and and grown it into this behemoth.

我的意思是,你认为这是他战略上有意为之吗?你看到马斯克和其他一些科技领袖也是如此,如果你问他们,他们几乎已经接近偶像地位,但他们并不真的想指定继任者,因为在某种程度上,这会削弱他们在这些小小宇宙中心的影响力和权力。很有可能。我的意思是,他显然非常关心这家公司,毕竟他经营了三十三年,并将其发展成了这样一个庞然大物。

And like you mentioned, David, we saw him at sort of peak Gensanity where there were developers and fans out the door and around the block waiting to see him, everyone wanting to get a picture with him. You realize he's not just the guy at the center of the AI boom and NVIDIA's chief salesman, chief salesman, but he is also sort of the chief diplomat. He was meeting and glad handing with world leaders and tech CEOs. And in each of these countries, I realized how deeply intertwined is he is in in...

就像你提到的,大卫,我们在 Gensanity 的巅峰时期见到了他,那时门外和街角都排满了开发者和粉丝,都想见他,每个人都想和他合影。你意识到,他不仅是 AI 热潮中的核心人物以及英伟达的首席推销员,他还是某种意义上的首席外交官。他会见并与各国领导人和科技 CEO 握手寒暄。在这些国家中的每一个,我都意识到他与……交织得有多深。

Not just NVIDIA's relationships with companies, like big AI companies, but with countries and with governments. You know? He met with French president Emmanuel Macron. He met with the prime minister of The UK while while we were there. And you have to wonder if those relationships are going to be compromised in the next phase of this company. Picking apart what he said there, that line about how he hopes the next CEO will be at the company already.

不仅仅是英伟达与大型人工智能公司等企业的关系,还包括与国家及政府的关系。你懂的?他会见了法国总统埃马纽埃尔·马克龙。在我们在场期间,他还会见了英国首相。人们不禁要问,在这家公司的下一阶段,这些关系是否会受到损害。仔细剖析他在那里的发言,特别是关于他希望下一任首席执行官已经是公司内部人员的那句话。

So Colette Kress elevated to this position on an interim basis. What do you think about her longer term prospects? What do you think about the search that is, I assume, already underway to find a a permanent CEO? And as you know so well, all of these companies have kind of a unique culture to them. How important is it that somebody who is elevated to CEO comes from within NVIDIA's ranks? So, look, everything that I've heard about Colette Kress is that she is she's obviously a very seasoned executive who knows the company inside and out.

因此,科莱特·克雷斯(Colette Kress)以临时身份晋升到这个职位。你认为她长期的前景如何?你认为正在进行的寻找永久首席执行官的搜索工作进展如何?我假设该搜索工作已经在进行中。正如你所熟知的那样,所有这些公司都有其独特的文化。对于被提升为首席执行官的人选是否必须来自英伟达内部,这一点有多重要?所以,听着,我听到的关于科莱特·克雷斯的所有信息都是,她显然是一位经验丰富的高管,对公司了如指掌。

There was some, speculation that maybe she would be named in in a sort of co CEO, structure with Ian Buck, who is the the creator of CUDA and also a very powerful person at the company. I think that NVIDIA probably wanted to give itself some flexibility in in in terms of, you know, looking both inside and outside the company. And there are a lot of governance issues that they're going to have to deal with, as they figure this process out.

曾有一些猜测,认为她可能会与伊恩·巴克(Ian Buck)以联合首席执行官的结构共同任职,伊恩·巴克是 CUDA 的创造者,也是公司内部一位极具影响力的人物。我认为英伟达可能希望自己在从公司内部和外部寻找人选时保留一定的灵活性。在他们理清这一流程的过程中,还有很多治理问题需要处理。

There have been an, you know, a number of outside names floated. Rene Haas, the Feet, just reported that, someone reached out to him. He obviously worked at NVIDIA previously. He knows the chip fit business very well. Lisa Sue, the CEO of AMD, her name has been floated, but she's running a very successful company as anyone busy. And anyone who comes into this situation is gonna have to deal with a lot of of governments ish...

已经提出了一些外部人选的名字。《福布斯》(Forbes)刚刚报道,有人联系了他。他显然曾在英伟达工作过。他对芯片设计业务非常熟悉。AMD 的首席执行官苏姿丰(Lisa Su)的名字也被提及,但她正领导着一家非常成功的公司,而且她也非常忙碌。任何进入这一局面的人都必须应对大量的政府事务……

Governance issues with government investigations, with this whole China issue. And, you know, on the on the on the China part of it, you know, obviously, you know, Jensen, we we we talked about when when we were in Europe, he... And he sort of reiterated its stance that The US should be selling its most advanced chips to China because otherwise, China will develop its own domestic capabilities, and that will put The United States in a bad competitive position.

涉及政府调查的治理问题,以及整个中国问题。你知道,关于中国部分,我们知道,杰森(Jensen),我们在欧洲时讨论过,他……他重申了自己的立场,即美国应该向中国出售其最先进的芯片,否则中国将发展自己的国内能力,这将使美国处于不利的竞争地位。

My understanding is that Colette Kress felt the same way. Right? And so if there are national security implications here, that's a much bigger issue. And lawmakers are gonna wanna know what everyone knew at the company, not just Jensen Huang. Well, that's... I was trying to explain to somebody who's not in this world at all why this matters today. And they're saying, what is the big deal? What's going on? And I said it's it's not just that he has a messy personal life.

我的理解是,科莱特·克雷斯(Colette Kress)也有同样的看法。对吧?因此,如果这里涉及国家安全问题,那就是一个更大的问题。立法者将想知道公司里每个人都知道什么,而不仅仅是黄仁勋。嗯……我刚才正试图向一个完全不了解这个领域的人解释为什么这件事在今天很重要。他们问,这有什么大不了的?到底发生了什么?我说,问题不仅仅在于他的私生活混乱。

It's that part of this messy personal life is with someone who might have been an agent of the Chinese government, and this is the person who was the face of this issue on the diplomatic front lobbying the White House, as you just mentioned, lobbying foreign governments. We have some sound from your interview where you asked him about this issue. I did my best to inform the policymakers of The United States of the importance of engaging the Chinese market and making sure that we serve that market for as long as we can.

而是他这段混乱的私生活中涉及的人可能是中国政府的一名特工,而且正是这个人作为该议题在外交层面的代表游说白宫,正如你刚才提到的,还游说外国政府。我们有一段来自你采访的声音,你在其中向他询问了这个问题。我尽力让美国政策制定者了解参与中国市场的重要性,并确保我们在尽可能长的时间内服务于该市场。

I think we made a made a mistake, and and this mistake is hard to unwind. But I did my best. That's all I could do. There are more Chinese AI researchers than any other nation in the world, and many of them working at the labs. I've been very clear that

我认为我们犯了一个错误,而且这个错误很难扭转。但我已经尽力了,这就是我能做的全部。世界上拥有最多中国AI研究人员,其中许多人在实验室工作。我一直非常明确地表示

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