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纽时指认黄仁勋第二名当事人为其直接下属 Kimberly Powell:据报董事会将开会决定去留

2026-11-11 · 金融 · GSM News事件
纽时指认黄仁勋第二名当事人为其直接下属 Kimberly Powell:据报董事会将开会决定去留

据《纽约时报》11月11日刊发的调查报道,该报进一步指认了报道所涉的第二名当事人:英伟达医疗健康业务副总裁 Kimberly Powell(48岁),她直接向英伟达创始人兼首席执行官黄仁勋汇报,两人均已婚。据《纽约时报》引述的信源说法,今年3月英伟达在 San Jose 举行 GTC 大会期间,两人被拍到在一家酒店举止亲密。上述内容均为未经证实的指控,黄仁勋未被指控任何刑事罪名。

美国全国广播公司财经频道(CNBC)引述一名匿名英伟达员工的说法称,有关黄仁勋与 Powell 关系的传闻已在公司内部流传多年。Powell 没有回复《纽约时报》的置评请求;《纽约时报》记者电话联系黄仁勋时,他只留下一句「I don't think you should be talking to me directly(我认为你不应该直接和我谈)」,随后挂断电话,这句话不构成对指控的确认或否认。英伟达未就《纽约时报》的这篇调查提供声明。

在此之上,据《华尔街日报》11月11日晚间报道,英伟达董事会准备最快于周三(11月11日)开会,决定黄仁勋的去留,包括罢免在内的各种选项都在考虑之列。彭博社报道称,董事会已接触外部机构,讨论替代首席执行官的人选问题;《华盛顿邮报》报道称,白宫不会干预董事会的决定。

本篇的信源层级需要向读者交代清楚:Powell 的指认来自《纽约时报》引述的五名匿名信源,该报明示没有看过报道所称的录像;董事会开会与罢免选项来自《华尔街日报》的匿名信源报道,替代人选的接触来自彭博社的匿名信源报道。除各家报道的单方说法外,没有任何一方出示实物证据,GSM 亦无法独立核实,全部属于未经证实的指控与报道,不构成任何已决定的事实。

市场随即作出反应:英伟达股价周三常规交易时段上涨2.87%,收于173.73美元;上述报道出街后,股价在盘后交易中大跌,行情服务 Finnhub 的快照显示,截至美东时间20时,盘后价约为158.81美元,较收盘跌约8.6%。

回应方面,英伟达此前的公开口径是,公司对不当行为的报告会迅速展开调查(promptly investigates reports of misconduct);截至本文发布,英伟达未就董事会开会决定黄仁勋去留的报道发布公开声明,Powell 本人亦未公开回应。

时间线

2026年3月:据《纽约时报》报道,在英伟达于 San Jose 举行 GTC 大会期间,黄仁勋与 Kimberly Powell 被指在一家酒店举止亲密、被旁观者拍下;该报称其没有看过所称录像,Powell 未回应置评。

2026年11月8日:围绕黄仁勋与新加坡云厂商 Megaspeed 高管黄乐(Alice Huang)往来的争议,英伟达董事会宣布启动独立调查,启动时表示对黄仁勋有信心;黄仁勋同日向员工承认对妻子不忠。11月10日,英伟达独立董事宣布,独立调查由 Wachtell, Lipton, Rosen & Katz 律师事务所的 Joon H. Kim 牵头。

2026年11月9日:股东就信息披露问题对英伟达与黄仁勋提起集体诉讼,在加州北区联邦法院立案,案号 5:26-cv-13448。

2026年11月11日:《纽约时报》调查刊出并指认 Powell;《华尔街日报》同日报道,董事会最快当日开会决定黄仁勋去留,罢免在选项之内;英伟达股价盘后跌约8.6%。

2026年11月18日:众议院三个委员会的主席要求黄仁勋出席闭门简报,尚待举行;主席方面表示,若他不同意出席,可能发出传票。

自本站跟进此事以来,编辑部已致函英伟达媒体部门问询此事,截至本文发布尚未收到正式答复。本站将持续跟进官方动态。

关联:据《纽约时报》报道,英伟达董事会曾讨论黄仁勋去留

(来源:《华尔街日报》)

Times Names Nvidia VP Kimberly Powell in Huang Investigation; Board Reportedly to Meet on His Future

In its investigation published on November 11, The New York Times named a second person said to be involved: Kimberly Powell, 48, Nvidia's vice president of health care, who reports directly to Nvidia founder and CEO Jensen Huang; both are married. According to the Times' sources, the two were recorded behaving intimately at a hotel in March, during Nvidia's GTC conference in San Jose. The claims are unverified allegations, and Huang faces no criminal charge.

CNBC quoted an anonymous Nvidia employee saying rumors about a relationship between Huang and Powell had circulated inside the company for years. Powell did not respond to the Times' request for comment. Reached by phone by a Times reporter, Huang said only, "I don't think you should be talking to me directly," before hanging up, a remark that neither confirms nor denies the allegations. Nvidia did not provide a statement to the Times about the investigation.

Building on that, The Wall Street Journal reported on the evening of November 11 that Nvidia's board is preparing to meet as early as Wednesday (November 11) to decide whether Huang should remain in his role, with all options on the table, including removing him. Bloomberg reported that the board has approached outside firms to discuss potential successors as chief executive, and The Washington Post reported that the White House will not intervene in the board's decision.

The sourcing behind this story should be stated plainly for readers. The naming of Powell rests on five anonymous sources cited by the Times, which has stated it has not seen the video recording its report refers to. The board meeting and the removal option rest on the Journal's anonymous sourcing, and the successor outreach on Bloomberg's anonymous sourcing. No party has produced physical evidence, GSM has not been able to independently verify the claims, and everything above remains unverified reporting, not an established or decided fact.

Markets reacted immediately. Nvidia shares rose 2.87% in Wednesday's regular session to close at $173.73; after the reports appeared, the stock fell sharply in after-hours trading, and a market-data snapshot from Finnhub showed it at about $158.81 as of 8 p.m. Eastern, down about 8.6% from the close.

As for responses, Nvidia's previously stated position is that it promptly investigates reports of misconduct. As of publication, Nvidia had issued no public statement about the reported board meeting on Huang's future, and Powell had not responded publicly.

Timeline

March 2026: According to The New York Times, Huang and Kimberly Powell were recorded behaving intimately at a hotel during Nvidia's GTC conference in San Jose; the Times said it has not seen the recording it refers to, and Powell did not respond to a request for comment.

November 8, 2026: Over Huang's dealings with Alice Huang, an executive at the Singapore cloud company Megaspeed, Nvidia's board announced an independent investigation, saying at the time that it retained confidence in Huang, and Huang acknowledged an extramarital affair in a message to employees the same day. On November 10, Nvidia's independent directors announced that the investigation would be led by Joon H. Kim of Wachtell, Lipton, Rosen & Katz.

November 9, 2026: Shareholders sued Nvidia and Huang in a class action over the company's disclosures, filed in the U.S. District Court for the Northern District of California, case No. 5:26-cv-13448.

November 11, 2026: The Times published its investigation and named Powell; the Journal reported the same day that the board would meet as early as that day to decide Huang's future, with removal among the options; Nvidia shares fell about 8.6% in after-hours trading.

November 18, 2026: Three House committee chairs have asked Huang to attend a closed-door briefing, still to be held; the chairs have said subpoenas are possible if he does not agree to attend.

Since GSM began covering this matter, the newsroom has written to Nvidia's media department seeking comment and had received no formal reply as of publication. GSM will continue to follow official developments.

Related: New York Times Reports Nvidia Board Discussed Jensen Huang's Future

(Source: The Wall Street Journal)

来源:华尔街日报

发布:GSM·美国(发布链接)

图片来源:图:英伟达创始人兼首席执行官黄仁勋2023年11月9日在台北出席第一届李国鼎奖颁奖典礼时发言(资料图)。台湾总统府摄,CC BY 2.0,经 Wikimedia Commons。 / Photo: Nvidia founder and CEO Jensen Huang speaking at the first K. T. Li Award ceremony in Taipei on November 9, 2023 (file photo). Photo by the Office of the President, Taiwan, CC BY 2.0, via Wikimedia Commons.

GSM Global · 本篇英文版 English edition of this story

本事件进展Story Timeline
  1. 2026-10-29 00:28一张同框照引爆「间谍」传言:黄仁勋与黄乐两度在台北同框,网友放大解读,当事人受访称往来正常
  2. 2026-10-30 09:00英伟达驳斥「中国间谍接近黄仁勋」报道:涉事高管来自新加坡云厂商Megaspeed,公司称接触仅限普通商务信息
  3. 2026-11-04 06:21众议院三位委员会主席联名致函黄仁勋:要求11月18日就其与黄乐的往来作闭门简报
  4. 2026-11-08 13:01黄仁勋向员工承认对妻子不忠 英伟达董事会启动独立调查
  5. 2026-11-08 13:15当创始人的私生活成为上市公司的公共事件
  6. 2026-11-08 13:54跟进:卢比奥主导起草机密备忘录 警告黄仁勋与黄乐关系密切
  7. 2026-11-08 16:30跟进:特朗普称黄仁勋是正派的人 称尚未与他谈过相关指控 下周亚洲行称愿意带上他
  8. 2026-11-09 02:55跟进:中国外交部回应涉英伟达「中国间谍」论调:纯属捕风捉影、污蔑抹黑
  9. 2026-11-09 04:09跟进:马斯克与阿克曼公开力挺黄仁勋 英伟达股价周一在法兰克福大跌逾6%
  10. 2026-11-09 13:26英伟达收盘跌4.29%至178.64美元 大盘普涨、芯片同行大涨中独跌
  11. 2026-11-09 14:45跟进:黄仁勋回复期限11月11日将至 英伟达尚未确认他是否出席国会闭门简报
  12. 2026-11-09 17:19跟进:特朗普称已与黄仁勋通话,黄仁勋说完全不知道对方是间谍,「我真的相信他」
  13. 2026-11-10 18:04跟进:英伟达再跌逾5%收于约168.9美元:两日市值累计蒸发约4700亿美元
  14. 2026-11-10 03:30美国参议员 Kevin Cramer 呼吁黄仁勋辞职 称其留任有被勒索风险
  15. 2026-11-11 01:34网传黄仁勋妻子与女儿「公开信」均系编造 两人至今未公开表态
  16. 2026-11-11 06:52跟进:刘云平称特朗普政府对英伟达过分迁就、危及国家安全,洛夫格伦称游说报道或推动收紧对华芯片销售
  17. 2026-11-11 09:12亚裔记者协会批评部分媒体拿黄仁勋的姓氏开玩笑:点名《经济学人》与《纽约邮报》
  18. 2026-11-11 12:33Baird下调英伟达评级至中性 目标价从500美元砍至200美元
  19. 2026-11-11 14:57股东集体起诉英伟达与黄仁勋:诉状指控其就 Megaspeed 往来误导投资者
  20. 2026-11-11 16:03跟进:黄仁勋回复期限到期 主席称若未同意出席闭门简报可能发出传票
  21. 2026-11-11 18:58据《纽约时报》报道,英伟达董事会曾讨论黄仁勋去留
  22. 2026-11-11 19:34纽时指认黄仁勋第二名当事人为其直接下属 Kimberly Powell:据报董事会将开会决定去留本篇
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