据 CNBC 报道：黄乐持股链直通华为云数据中心，黄仁勋婚外情对象被指与英伟达在华最大竞争者相连

据 CNBC 11月12日报道，私人情报公司 Tesari 独家向该台提供研究称，与已离任的英伟达首席执行官黄仁勋有过婚外情的黄乐（Alice Huang），经其丈夫创办的上海和曦等企业的持股链条，与一座主要客户为华为云的深圳数据中心相连。CNBC 称，该台查阅了 Tesari 翻译的中国企业登记记录与中文报道，此前这一持股关系未被报道过。

据 CNBC 报道，文件显示黄乐当时居住在香港。CNBC 称，她与黄仁勋有过恋爱关系，黄仁勋已承认自己有过一段婚外情，但两人关系的确切时间并不清楚；两人首次被公开同框是在2023年12月。CNBC 称，美国政策圈已在审视这段关系，原因之一是美国情报界据报曾指称黄乐为中国间谍。这一说法出自 CNBC 的转述，尚无公开证据证实。

据 CNBC 报道，黄乐约自2016年起为上海和曦的共同所有人，她曾任和曦高管，她的丈夫 Kang Wei 是和曦创始人。和曦重仓科技与数据中心领域，2021年购入数据中心开发商上海世纪珑腾27%的股份，持有至2024年。珑腾持有深圳亿丰科技50.1%的控股权，亿丰运营的深圳数据中心主要客户为华为旗下的华为云；和曦还为该数据中心设施的贷款提供担保。Kang Wei 2022年出任珑腾高管，并出席了珑腾与华为的签约活动。

黄乐与英伟达之间还有另一条线索。据 CNBC 报道，黄乐2019年把自己的云业务 Osmanthus 卖给中国游戏公司 7Road，7Road 的新加坡子公司2023年分拆为 Megaspeed。CNBC 援引 The Information 的报道称，Megaspeed 经手了至少75亿美元的英伟达芯片流向中国企业。

CNBC 同时指出，目前尚不清楚上述深圳数据中心是否拿到过英伟达的 GPU；珑腾的另一股东浙江世纪华通自2023年起购买英伟达芯片。Tesari 的分析师对 CNBC 表示，这套持股结构盘根错节，依其经验怀疑是刻意遮掩。Tesari 副总裁 Brian Andersen 曾任国土安全调查局主管探员，他对 CNBC 表示，此事值得从国家安全与防扩散角度展开调查；他还表示，若查实有人未经授权向华为转移受控设备，可能涉及出口管制、共谋与走私等指控。以上均为 Tesari 一方的看法与表态，不是任何机构已经立案的结论。

据 CNBC 报道，该台就此向各方求证：英伟达与华为未回应置评请求；黄仁勋未回复留在其手机上的语音留言；CNBC 联系不上黄乐；和曦在非工作时间经 LinkedIn 收到留言后未即时回复。

关联：黄仁勋辞去英伟达首席执行官职务，立即生效：财务总监 Kress 任临时 CEO，董事会启动正式遴选

跟进：据《纽约时报》报道，特朗普周二致电黄仁勋，敦促他为保住职位而战

（来源：CNBC）

CNBC: Alice Huang's Shareholdings Lead to a Huawei Cloud Data Center, Tying Jensen Huang's Admitted Affair Partner to Nvidia's Biggest Rival in China

CNBC reported on November 12 that Tesari, a private intelligence firm, exclusively provided the network with research tying Alice Huang, with whom former Nvidia chief executive Jensen Huang had an extramarital affair, through a chain of shareholdings in companies founded by her husband to a Shenzhen data center whose main client is Huawei Cloud. CNBC said it reviewed Chinese corporate registration records and Chinese-language reporting translated by Tesari, and that the shareholding ties had not been previously reported.

According to CNBC, filings show Huang was living in Hong Kong at the time. CNBC said she and Jensen Huang had a romantic relationship; Huang has acknowledged having had an affair, though the exact timing of the relationship is unclear, and the two were first publicly photographed together in December 2023. CNBC said the relationship has drawn scrutiny in U.S. policy circles, in part because the U.S. intelligence community has reportedly alleged that Alice Huang is a Chinese spy. That allegation is one CNBC reported as such; it has not been substantiated by public evidence.

According to CNBC, Alice Huang became a co-owner of Shanghai Hexi around 2016, served as a Hexi executive, and her husband Kang Wei founded the firm. Hexi, which invests heavily in technology and data centers, bought a 27 percent stake in Shanghai Century Longteng, a data center developer, in 2021 and held it until 2024. Longteng holds a 50.1 percent controlling stake in Shenzhen Yifeng Technology, whose Shenzhen data center counts Huawei Cloud, part of Huawei, as its main client; Hexi also guaranteed loans for the data center facility. Kang Wei became a Longteng executive in 2022 and attended the company's signing with Huawei.

CNBC reported a second thread linking Huang to Nvidia. She sold her cloud business Osmanthus to Chinese game company 7Road in 2019, and 7Road's Singapore subsidiary was spun off in 2023 as Megaspeed. Citing reporting by The Information, CNBC said Megaspeed handled at least $7.5 billion worth of Nvidia chips flowing to Chinese companies.

CNBC also noted what remains unconfirmed: it is not clear whether the Shenzhen data center ever obtained Nvidia GPUs, and another Longteng shareholder, Zhejiang Century Huatong, has been buying Nvidia chips since 2023. Tesari analysts told CNBC the ownership structure is convoluted and, in their experience, looks deliberately obscured. Brian Andersen, a Tesari vice president and former supervisory special agent with Homeland Security Investigations, told CNBC the matter warrants a national-security and counter-proliferation investigation, and said that if unauthorized transfers of controlled equipment to Huawei were proven, charges could include export-control violations, conspiracy and smuggling. Those are Tesari's views and statements, not findings by any agency.

According to CNBC, it sought comment from all sides: Nvidia and Huawei did not respond to requests for comment; Jensen Huang did not return a voicemail left on his phone; CNBC could not reach Alice Huang; and Hexi, contacted via LinkedIn outside business hours, did not immediately reply.

Related: Jensen Huang Resigns as NVIDIA CEO, Effective Immediately: CFO Kress Named Interim CEO as Board Launches Search

Follow-Up: Trump Called Huang on Tuesday to Urge Him to Fight for His Job, the New York Times Reports

(Source: CNBC)

来源：CNBC

发布：GSM·美国（发布链接）

图片来源：图：英伟达创始人黄仁勋2026年4月30日在斯坦福大学出席对谈（资料图）。Anderseidesvik 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: Nvidia founder Jensen Huang at Stanford University on April 30, 2026 (file photo). By Anderseidesvik, CC BY-SA 4.0, via Wikimedia Commons.

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