黄仁勋因丑闻辞职，英伟达股价暴跌：一场丑闻如何震动全球AI产业？｜外刊原文

路透社 2026-11-13 08:30 江苏

Nvidia CEO Jensen Huang resigns in blow to AI boom he helped foster

英伟达首席执行官黄仁勋辞职，给他一手推动的AI热潮带来沉重打击

Nvidia CEO Jensen Huang stepped down on Thursday after revelations of extramarital affairs, including oneinvolving a suspected Chinese spy, plunged the chipmaker into crisis and sent shockwaves across an AI industry he helped bankroll.

英伟达首席执行官黄仁勋于周四宣布辞职。此前，有关其婚外情的消息曝光，其中还涉及一名涉嫌中国间谍身份的女性，令这家芯片巨头陷入危机，也在他一手推动的人工智能产业引发强烈震动。

Huang's exit caps a tumultuous week for Nvidia, one of the major engines behind the AI boom, and ‌could have far-reaching consequences for US chip export policy and the broader AI ecosystem, given the ex-CEO's push to preserve access to the Chinese market as well as his close ties with US President Donald Trump.

黄仁勋的离职为英伟达动荡的一周画上句号。作为推动人工智能热潮的重要力量之一，英伟达的这场变故可能对美国芯片出口政策以及更广泛的人工智能产业生态产生深远影响。黄仁勋卸任前一直主张保留进入中国市场的机会，同时与美国总统唐纳德·特朗普关系密切。

Huang also had an intimate relationship with a second Nvidia employee, according to two people familiar with the matter, Reuters has learned. Reuters is not naming the woman, and attempts to reach her were not successful. Nvidia declined to comment.

路透社获悉，据两名知情人士透露，黄仁勋还曾与英伟达另一名女员工保持亲密关系。路透社不公开这名女性的身份，但未能联系到她置评。英伟达拒绝对此发表评论。

The crisis has threatened to implicate some Trump administration members, including Commerce Secretary Howard Lutnick, who is facing growing questions over the administration's oversight of chip sales to China,particularly as both he and Huang pushed for relaxing those sales despite scrutiny from longtime China hawks in both parties. The Commerce Department did not immediately comment.

这场危机还可能牵连特朗普政府的部分官员，其中包括商务部长霍华德·卢特尼克。随着外界对政府监管对华芯片销售的质疑不断加深，卢特尼克面临越来越大的压力。尤其是在两党长期对华强硬派人士的审视之下，卢特尼克和黄仁勋此前都曾推动放宽对华芯片销售限制。美国商务部尚未立即对此作出回应。

Senior White House officials are discussing whether Lutnick should be pushed out, two peoplefamiliar with the situation told Reuters on Thursday.

两名知情人士周四告诉路透社，白宫高级官员正在讨论是否应施压要求卢特尼克离职。

The White House did not immediately respond to a request for comment on Lutnick's future. Earlier, a White House official said US President Donald Trump "maintains ⁠complete confidence in the secretary and his ability to carry out the position."

白宫尚未立即回应有关卢特尼克去留的置评请求。此前，一名白宫官员表示，美国总统唐纳德·特朗普“对这位部长及其履行职务的能力始终充满信心”。

Huang's departure threatens to disrupt an AI ecosystem that he helped shape by pouring Nvidia's swelling cash pile back into cloud providers, suppliers and labs. The surge in AI computing demand drove a sevenfold increase in Nvidia's shares through early October, pushing its market value at one point to nearly $6 trillion.

黄仁勋的离职可能扰乱他一手塑造的人工智能产业生态。长期以来，他将英伟达不断增长的巨额现金储备重新投入云服务提供商、供应商和人工智能实验室，为整个产业的发展提供支持。人工智能计算需求激增，推动英伟达股价截至10月初累计上涨至原来的七倍，市值一度逼近6万亿美元。

The departure has also ignited speculation over who will ultimately lead the company, long associated with the leather-jacket-wearing Huang, who co-founded Nvidia more than three decadesago.

黄仁勋离职也引发了外界对英伟达下一任掌舵者的猜测。这家公司长期以来与黄仁勋紧密相连。这位总是身穿皮衣的企业家，三十多年前共同创立了英伟达。

阅读原文

跳转微信打开