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英伟达调查所谓情报针对行动，黄仁勋继续担任首席执行官

国会质询已发展为董事会正式调查。黄仁勋承认不忠是已确认的事实；所谓情报行动以及英伟达信息是否遭到损失，则尚未得到证实。

文字 阅读需 5 分钟 · 81 个来源

HeyDex

原语言视频

译自英文原文。

在国会开始就黄仁勋据称遭到接触一事提出质询后，英伟达董事会也采取了正式行动：针对有关这位创始人兼首席执行官成为外国情报行动目标的报道展开独立调查。董事会11月8日的公告将此事从要求作出解释推进到公司审查层面，但调查期间仍由黄仁勋掌管公司。⁠76⁠64⁠5

这正是英伟达应对方式中的核心矛盾。独立董事将在外部独立法律顾问协助下，审查有关其据称成为目标的报道。同时，董事会表示信任黄仁勋及其领导团队，并称没有理由认为国家安全或英伟达的机密遭到泄露。这些是调查启动时董事会持有的立场，并非调查完成后的结论。⁠64⁠24

实际的问题不只是某位高管的私人行为是否损害了他的声誉，而是是否有人利用私人关系获取机密技术或信息，以及英伟达的防护措施是否有效。目前既未证实发生安全泄露，也未证明公司安然无恙。

黄仁勋承认了什么，哪些仍属指称

英伟达发布了一则日期为11月8日的员工致辞，黄仁勋在其中承认不忠，并向家人和同事道歉。原文直言不讳：⁠61

我对妻子不忠。我的行为伤害了她和我们的孩子。我所做的一切没有任何借口。我深感抱歉。

黄仁勋 61

这一承认证实了个人行为不当，但不能证明情报行动确实发生，不能确认任何行动人员，也不能说明机密信息曾易手。把这份道歉当作间谍活动的确认，会将几个彼此独立的问题混为一谈。

相关情报指控涉及Alice Huang。她曾是总部位于新加坡的英伟达客户Megaspeed的高管，与黄仁勋没有亲属关系。半岛电视台在介绍《纽约时报》10月29日的报道时称，她据称曾试图与黄仁勋建立密切关系，以获取英伟达技术信息。报道将所称的情报关联归因于美国政府部门或情报官员；根据现有证据，这一说法尚未得到证实。⁠36⁠9

相关报道也随着时间推移而有所发展。NBC新闻11月8日表示，尚未证实相关说法的底层事实。该媒体在11月9日的报道中称，一位了解此事的人士表示，美国情报机构已认定Alice Huang是中国间谍。这是对一项情报评估的转述，并非公开披露的证据记录，也不是英伟达独立调查的结论。⁠25⁠5

中国否认这一指控。CBS报道称，外交部发言人郭嘉昆在11月9日星期一称，间谍说法毫无根据，是抹黑。《卫报》报道称，Alice Huang尚未置评。不能仅仅因为其所谓的情报角色被广泛重复，就将其视为已证实事实。⁠7⁠9

Megaspeed与英伟达的商业关系增添了另一条重要线索。《纽约时报》报道称，据CBS报道，该公司两年间购买了价值超过$4.8 billion的英伟达芯片。NPR汇总的另一组报道指称，Alice Huang可能曾帮助中国规避美国对先进AI芯片的出口限制。采购金额是报道所述的商业背景；有关规避出口限制的说法仍属指称，并非董事会审查已确定的结果。⁠18⁠22

创始人继续领导之际，独立审查同步展开

已披露的监督安排由独立董事组成的委员会负责，并由外部独立法律顾问提供支持。公告所述审查范围是查阅有关据称遭到针对一事的现有信息。现有材料没有说明委员会成员或律师事务所，英伟达也没有提供完成审查的时间表。⁠64⁠1⁠5

据公司称，黄仁勋支持这项审查，并承诺予以配合。英伟达发言人告诉NBC新闻，他将继续担任首席执行官，职务不会中断。报道中没有宣布他辞职或被免职。⁠24⁠5

让他继续留任是一项领导层决定，并不是对安全问题的回答。董事会可以在表达信任的同时开展独立审查，但信任不能取代审查。程序是否可信，取决于董事们查明了哪些有关访问权限和信息的事实，而不只是公司是否继续表示信任创始人。

国会的审查早于董事会公告。11月4日的一封信要求举行联合闭门简报会，11月5日发布的众议院委员会公告则点名了提出这一要求的三位共和党主席：Brian Mast、John Moolenaar和Rick Crawford。半岛电视台报道称，要求的出席日期为11月18日。目前尚无证据表明对方已接受邀请或确认出席；要求举行简报会，并不能证明听证会已排期或证人被强制要求作证。⁠76⁠77⁠21

周一的交易加大了财务压力，却没有解答上述任何问题。ABC新闻报道称，英伟达股价上午下跌超过4%，至$178.83；雅虎财经则描述股价早盘下跌约5%，并提及Alphabet新款AI芯片带来的竞争。这些只是盘中快照，并非收盘结果，也无法单独说明此次下跌有多少是由调查造成的。⁠3⁠1

接下来的具体检验在于，国会要求的简报会是否会变成已确认的出席安排，以及独立董事会披露哪些调查信息。在此之前，必须明确区分：英伟达已对一项严重指控展开调查。公司尚未宣布间谍活动确实发生，也没有公布为此事洗清嫌疑的调查结论。⁠21⁠64

来源52

在此处引用的来源中，Office of the Clerk, U.S. House of Representatives最先发布，比本报道播出早5天。 随后还有43家媒体发布。
  1. Office of the Clerk, U.S. House of Representatives
  2. CNBC
  3. Fox Business
  4. Google News Canada (CA:en)
  5. Crypto Briefing
  6. Google News United Kingdom (GB:en)
  7. Google News Brasil (BR:pt-419)
  8. NBC News
  9. 另有+36家媒体
  10. HeyDay News

8家媒体未注明日期：NVIDIA Blogapnews.comaxios.combusiness-standard.comindianabusinessreporter.comInvesting.com 香港

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来自 52 家媒体的 81 个来源· 引用最多的优先

播出原貌
  1. Jensen Huang admitted an affair and will remain Nvidia's chief executive during an independent investigation. His board is examining allegations of foreign-intelligence targeting. At stake is the protection of confidential technology at one of the world's most valuable companies.
  2. Did anyone use the relationship to gain access to Nvidia information? That's the security question behind the inquiry. The board announced its review Sunday, November eighth, and put independent directors in charge.
  3. A committee of independent directors will oversee the investigation, assisted by outside independent counsel. Their task is to examine the information concerning the alleged targeting of Huang. The board says United States national and economic security are priorities for Nvidia and its shareholders.
  4. The board has also offered reassurance. It says it has no reason to believe national security or Nvidia secrets were compromised. That's its assessment while the investigation is underway. The review still has to determine what happened and whether anyone obtained confidential information.
  5. The board will examine all available information concerning the alleged targeting. Its confidence in Huang sits alongside that commitment to investigate. Independent directors are responsible for scrutinizing allegations involving the executive who continues to lead the company.
  6. Alice Huang, a former executive at Singapore-based Nvidia customer Megaspeed, is alleged to have worked for Chinese intelligence. The intelligence connection remains unproven, and China denies the accusation. She and Jensen Huang aren't related. Alice Huang hasn't commented.
  7. Megaspeed reportedly bought more than four point eight billion dollars' worth of Nvidia chips over two years. Allegations surrounding the company also concern whether advanced chips reached China despite United States export limits. Those export-evasion claims remain allegations.
  8. Huang's own acknowledgment concerns his conduct toward his family. Nvidia published his employee email on November eighth. He apologized to his family and staff, admitted being unfaithful to his wife, and took responsibility for the hurt he caused.
  9. Huang wrote, “I was unfaithful to my wife. My actions hurt her and our children.” He also supports the board's review and has committed to cooperating. The board retains confidence in him and his leadership team.
  10. Nvidia says Huang will continue as chief executive without interruption. That leaves its founder running the business while independent directors investigate the allegations involving him. Investors, meanwhile, marked down the company's shares in Monday trading.
  11. Nvidia's intraday losses ranged from more than four percent to more than eight percent across trading updates, with another snapshot around five percent. The figures describe movement during the session, and don't give a single final measure of the day's loss.
  12. The decline erased more than two hundred billion dollars in market value at one point. Nvidia was valued at roughly four point five trillion dollars. Investors were also weighing competitive pressure from new Alphabet artificial-intelligence chips alongside the news about Huang.
  13. Three Republican committee chairmen sought a congressional briefing before Nvidia announced its investigation. Brian Mast, John Moolenaar and Rick Crawford made the request in a November fourth letter. Their committees announced it the following day.
  14. The lawmakers requested a closed-door briefing on November eighteenth. Huang hasn't been confirmed to appear. The independent inquiry must still determine whether the alleged targeting happened, what access existed, and whether information was compromised. Nvidia hasn't announced a deadline for completing that investigation.

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