Post · @Linkszh6
A closer look
Fetched: · Published:
Permanent linkCommentary
Saved commentary is not available for this Post.
Original source
老黄认了出轨，英伟达董事会开查
周日，黄仁勋给英伟达全员发了封邮件，承认自己对妻子不忠：“我的行为伤害了她和我们的孩子，我做的事没有任何借口。”
这封信背后有前情。上个月《纽约时报》报道，老黄和新加坡云服务商Megaspeed的高管Alice Huang（又名黄乐，和他没有亲戚关系）关系密切，美国情报部门认定她是中国情报资产。Megaspeed是英伟达在亚太的云合作伙伴，此前被美国调查过是否把英伟达芯片转进中国，公司否认违规。前两天我刚写过H200批给一间空办公室，芯片绕道这件事，现在查到了CEO本人身边。
老黄的邮件没点她的名字。同一天英伟达董事会发声明，由独立董事组成委员会、请外部律师，调查老黄是否成了外国情报行动的目标。声明也说，目前没有理由认为国家安全或公司机密被泄露，对老黄和管理层仍有信心。
英伟达自己的说法反而有点尴尬。它对BBC说，并不知道美国情报部门对Megaspeed的担忧，“如果我们真成了威胁目标，相信美国政府会通知我们”。可按《纽约时报》的报道，特朗普去年就听过相关情报简报。特朗普周日的回应是，黄仁勋是个好人，“但你永远不知道到底发生了什么”。
市场先投了票，周一美股盘前英伟达跌了约5%。众议院对华特别委员会已经要求老黄11月18日去做闭门简报，中国政府则称这些说法是抹黑。
据Axios，英伟达眼下看不到一个现成的接班方案。一家市值4.5万亿美元的公司，董事会真查出点什么，谁来接老黄的班？
https://t.co/exszTqAbwt
Saved translation · en
Old Huang admitted to cheating, Nvidia board opens investigation
Sunday, Jensen Huang sent an email to all Nvidia employees, admitting he was unfaithful to his wife: "My actions have hurt her and our children, and there is no excuse for what I did."
There is backstory behind this letter. Last month The New York Times reported that Old Huang had a close relationship with Alice Huang (also known as Huang Le, no kinship relation to him), an executive at the Singaporean cloud service provider Megaspeed; US intelligence agencies determined she is a Chinese intelligence asset. Megaspeed is Nvidia's cloud partner in Asia-Pacific, and had previously been investigated by the US over whether it transferred Nvidia chips into China, a violation the company denied. Two days ago I just wrote about H200s being allocated to an empty office; this matter of chips taking a detour has now reached the CEO himself.
Old Huang's email did not mention her name. On the same day, Nvidia's board issued a statement, forming a committee composed of independent directors and hiring external lawyers to investigate whether Old Huang has become a target of a foreign intelligence operation. The statement also said there is currently no reason to believe national security or company secrets have been leaked, and they still have confidence in Old Huang and the management.
Nvidia's own phrasing was instead somewhat awkward. It told the BBC it was unaware of the US intelligence community's concerns regarding Megaspeed, "If we truly became a target of threat, we believe the US government would notify us." But according to The New York Times report, Trump heard relevant intelligence briefings last year. Trump's response on Sunday was that Jensen Huang is a good man, "but you never know what actually happened."
The market voted first; on Monday US premarket, Nvidia fell about 5%. The House Select Committee on China has already requested Old Huang to give a closed-door briefing on November 18, while the Chinese government claimed these statements are smears.
According to Axios, Nvidia currently sees no ready-made succession plan. For a company with a market value of 4.5 trillion dollars, if the board actually finds something, who will take over Old Huang's position?
https://t.co/exszTqAbwt
