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据《纽约时报》报道,英伟达董事会曾讨论黄仁勋去留

2026-11-11 · 金融 · GSM News事件
据《纽约时报》报道,英伟达董事会曾讨论黄仁勋去留

《纽约时报》11月11日刊发一篇调查报道,引述五名曾在英伟达工作的人士的说法称,英伟达创始人兼首席执行官黄仁勋与一名直接向他汇报的公司高管存在婚外关系,英伟达董事会内部曾讨论黄仁勋的去留问题。这五名信源全部匿名,《纽约时报》在报道中明示,该报没有看过报道所提及的所谓录像。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。

据《纽约时报》报道,上述人士称,今年3月英伟达在圣何塞举行 GTC 大会期间,两人被指在一家酒店举止亲密、被旁观者用手机拍下,现场安保人员将拍摄者隔开,并提出让其签署保密协议。《纽约时报》指出,英伟达的员工行为准则中包含避免私人关系引发利益冲突的条款。除信源的单方说法外,这篇报道没有出示录像或其他实物证据,GSM 亦无法独立核实上述细节。

这篇报道的信源层级需要向读者交代清楚:全部核心说法来自五名匿名信源;报道所称的手机录像,报道方本人没有看过;被指涉及的那名高管没有回复《纽约时报》的置评请求。报道刊发后数小时内,相关要点在社交平台被大量转述,部分中文短视频把报道要点配上黄仁勋2026年6月出席 Fortune Brainstorm Tech 大会的公开影像重新剪辑传播,那些画面与报道所称的酒店场景没有关系;报道所称的录像本体,至今没有在任何公开平台出现。

各方回应方面,英伟达对《纽约时报》未就此事提供声明。黄仁勋本人在接到《纽约时报》记者电话时只留下一句「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。《华尔街日报》同日另行报道称,英伟达董事会曾考虑罢免黄仁勋;该报道同样来自匿名消息源,路透社表示无法独立证实。

与这篇调查相对照,已有官方记录可查的进展是另一条线: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11月8日宣布启动独立调查,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聘请 Wachtell, Lipton, Rosen & Katz 律师事务所的 Joon H. Kim 牵头这项独立调查。股东已就信息披露问题对英伟达与黄仁勋提起集体诉讼,11月9日在加州北区联邦法院立案,案号 5:26-cv-13448。众议院三个委员会的主席要求黄仁勋11月18日出席闭门简报;11月11日回复期限到期时,黄仁勋与英伟达未公开表态,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: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

(来源:《纽约时报》)

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

The New York Times published an investigation on November 11 reporting, based on five people who formerly worked at Nvidia and spoke anonymously, that Nvidia founder and CEO Jensen Huang had an extramarital relationship with a company executive who reports directly to him, and that Nvidia's board had discussed whether Huang should remain in his role. The Times stated in its report that it has not seen the video recording the report refers to. The claims are unverified allegations, and Huang faces no criminal charge.

According to the Times, the sources said that during Nvidia's GTC conference in San Jose in March, the two were seen behaving intimately at a hotel and were recorded on a bystander's phone; security staff separated the person filming and proposed that they sign a nondisclosure agreement. The Times noted that Nvidia's code of conduct includes provisions on avoiding conflicts of interest arising from personal relationships. Beyond the sources' accounts, the report presented no video or other physical evidence, and GSM has not been able to independently verify those details.

The level of sourcing behind the report should be clear to readers: every central claim rests on five anonymous sources; the newspaper itself has not viewed the alleged phone video; and the executive said to be involved did not respond to the Times' request for comment. Within hours of publication, the report's main points were widely recirculated on social media. Some Chinese-language short videos re-edited the claims over public footage of Huang speaking at the Fortune Brainstorm Tech conference in June 2026, footage that has nothing to do with the alleged hotel scene. The alleged video itself has not surfaced on any public platform.

As for responses, Nvidia declined to provide a statement to the Times about the matter. 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. The Wall Street Journal reported separately the same day that Nvidia's board had considered removing Huang; that report also relied on anonymous sources, and Reuters said it could not independently verify it.

Set against the investigation, the developments already on the official record run on a separate track. Over Huang's dealings with Alice Huang, an executive at the Singapore cloud company Megaspeed, Nvidia's board announced an independent investigation on November 8, 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 Joon H. Kim of Wachtell, Lipton, Rosen & Katz would lead the investigation. Shareholders have sued Nvidia and Huang in a class action over the company's disclosures, filed on November 9 in the U.S. District Court for the Northern District of California, case No. 5:26-cv-13448. Three House committee chairs have asked Huang to attend a closed-door briefing on November 18; when the November 11 reply deadline passed, neither Huang nor Nvidia had responded publicly, and the chairs said subpoenas are possible if he does not agree to appear.

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: Shareholders Sue NVIDIA and Jensen Huang in Class Action Alleging Misleading Statements on Megaspeed Ties

(Source: The New York Times)

来源:纽约时报

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2017年1月在拉斯维加斯 CES 展会期间出席英伟达活动(资料图)。Maurizio Pesce 摄,CC BY 2.0,经 Wikimedia Commons。 / Photo: Nvidia founder and CEO Jensen Huang at an Nvidia event during CES in Las Vegas in January 2017 (file photo). Photo by Maurizio Pesce, 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本篇
  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
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