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Colette Kress 临危受命:英伟达十三年财务掌门暂代 CEO,11月17日业绩首考在即

2026-11-13 · 金融 · GSM News事件
Colette Kress 临危受命:英伟达十三年财务掌门暂代 CEO,11月17日业绩首考在即

黄仁勋辞职之后,《华尔街日报》11月13日刊发长篇人物特写,主角是接替他的人:Colette Kress。这位59岁的财务主管自2013年起执掌英伟达的账本,如今以临时首席执行官身份接管这家她服务了十三年的公司,成为英伟达1993年创立以来第一位非创始人出身的掌舵人,并同时继续兼任首席财务官。

她的职业生涯从半导体业起步:先在德州仪器(Texas Instruments)从事财务工作约八年,1997年加入微软(Microsoft),十三年间做到服务器与工具事业部首席财务官,负责该部门的财务战略、规划与报告。2010年,她转投网络设备商思科(Cisco),任业务技术与运营财务组织高级副总裁兼首席财务官,管辖全部业务板块及工程与运营的财务。她持有亚利桑那大学金融理学学士学位与南方卫理公会大学工商管理硕士学位。

据《华尔街日报》报道,她2013年决定加入英伟达,背后有她两个儿子的推动,这是她2023年接受以色列媒体采访时讲起的往事;她本人也曾表示,自己是被黄仁勋的远见与这家公司的文化吸引而来。她到任的那个财年,英伟达全年营收41.3亿美元,主要业务还是游戏显卡。

十三年后,这家公司的体量已经完全不同:2026财年(截至2026年1月)英伟达营收达到2,159亿美元,是她上任那一年的52倍;公司市值2023年5月突破1万亿美元,其后两年接连越过2万亿、3万亿与4万亿美元关口。这期间的大交易都经她的手:2019年宣布、2020年以69亿美元完成收购 Mellanox,2020年宣布的400亿美元收购安谋(Arm)在2022年终止,公司还先后在2021年与2024年两次拆股。十三年里每一个季度的财报电话会,都是她向华尔街拆解营收、毛利率与业绩指引。

据《华尔街日报》报道,她近年最受关注的手笔,是主导扩大英伟达的资产负债表,用财务支持为客户的数据中心项目兜底、以此换取客户采购英伟达芯片;今年8月,在市场出现负面反应之后,她推动踩下刹车,英伟达随后暂停了部分同类安排。这一进一退,显示她并不只管记账:哪些交易该做、哪些该停,她直接参与决定。

不过,据《华尔街日报》另一篇报道援引一名知情人士称,黄仁勋今年8月在一次财务团队会议上当面打断她的汇报,称她汇报时「像被车灯照住的鹿」,并说她只是「汇报型 CFO」、难以与他共同制定战略。这段据称的对话未经英伟达证实,本站亦无法独立核实;报道在她上任之际刊出,让这次交接多了一层注脚。

眼下她要稳住的局面并不轻:据《华尔街日报》报道,英伟达一周内市值蒸发超过6,000亿美元,董事会11月8日启动的独立调查仍在进行,正式遴选也没有时间表。董事会主席 Harvey C. Jones 在交接公告中表示,Kress 带领公司走过了一段非凡的增长期,董事会完全信任她与领导团队,预计公司运营、客户承诺与产品路线图不会中断。Kress 本人在公告中说,她将致力于在黄仁勋过去33年打下的坚实基础上继续前进;上任次日,她致信全体员工,称对公司与未来有充分信心,并定于11月18日上午召开全员会议。

据英伟达向美国证券交易委员会(SEC)提交的文件,她2026财年的总薪酬约为1,430万美元,绝大部分是股票。据《华尔街日报》特写,她持有的英伟达股票市值仍超过8亿美元;据《福布斯》今年6月公布的美国白手起家女性富豪榜,她的净资产约12亿美元,排名还在歌手 Beyoncé 之前。

她的第一场大考已经排定:11月17日,英伟达将公布2027财年第三季度业绩。十三年里每一季,都是她在财报电话会上向华尔街讲解这家公司的数字;这一次,她将第一次以首席执行官的身份坐上主位,而要回答的问题不会只关于数字。董事会遴选的结果与她本人的去留,本站将继续跟进。

资料引用:英伟达公司、美国证券交易委员会文件、路透社

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

关联:英伟达临时首席执行官 Kress 致信全体员工:对公司与未来有充分信心,11月18日召开全员会议

Colette Kress Steps Up: NVIDIA's Finance Chief of 13 Years Takes Over as Interim CEO, With Nov. 17 Earnings as First Test

After Jensen Huang's resignation, The Wall Street Journal published a lengthy profile on November 13 of the person succeeding him: Colette Kress. The 59-year-old finance chief has run NVIDIA's books since 2013. She now takes over the company she has served for thirteen years as interim chief executive — the first non-founder to lead NVIDIA since its founding in 1993 — while continuing to serve as chief financial officer.

Her career began in the semiconductor industry: she spent about eight years in finance roles at Texas Instruments before joining Microsoft in 1997, where over thirteen years she rose to chief financial officer of the Server and Tools division, responsible for that division's financial strategy, planning and reporting. In 2010 she moved to networking equipment maker Cisco as senior vice president and chief financial officer of its Business Technology and Operations Finance organization, overseeing finance for all business segments, engineering and operations. She holds a bachelor's degree in finance from the University of Arizona and an MBA from Southern Methodist University.

According to the Journal, her two sons urged her to join NVIDIA in 2013, a story she recounted in a 2023 interview with an Israeli newspaper; she has also said she was drawn by Huang's vision and the company's culture. In the fiscal year she arrived, NVIDIA's revenue was $4.13 billion and its main business was still gaming graphics cards.

Thirteen years on, the company is a different size altogether: revenue reached $215.9 billion in fiscal 2026 (ended January 2026), 52 times the year she joined, and its market value passed $1 trillion in May 2023, then crossed $2 trillion, $3 trillion and $4 trillion over the following two years. The era's big deals all passed through her hands: the $6.9 billion acquisition of Mellanox, announced in 2019 and completed in 2020; the $40 billion acquisition of Arm, announced in 2020 and terminated in 2022; and two stock splits, in 2021 and 2024. For thirteen years, every quarterly earnings call has featured Kress walking Wall Street through the revenue, gross margin and guidance numbers.

According to the Journal, her most closely watched recent move was leading the expansion of NVIDIA's balance sheet, using financial backstops for customers' data-center projects in exchange for purchases of NVIDIA chips; in August, after a negative market reaction, she pushed to pump the brakes, and NVIDIA subsequently paused some of those arrangements. The advance and the retreat together show that she does more than keep the books: she takes part directly in deciding which deals go ahead and which stop.

The Journal, citing a person familiar with the comments, also reported that at a finance team meeting this August, Huang interrupted her presentation, called her "a deer in the headlights" and said she was a "reporting CFO" rather than someone who could help him define strategy. NVIDIA has not confirmed the account, and GSM cannot independently verify it; its publication just as she takes over adds a further note to this handover.

The situation she must steady is not a light one: NVIDIA has shed more than $600 billion in market value within a week, according to the Journal; the independent investigation the board launched on November 8 is still under way; and the formal CEO search has no timetable. Board chairman Harvey C. Jones said in the transition announcement that Kress has led the company through an extraordinary period of growth, that the board has full confidence in her and the leadership team, and that operations, customer commitments and the product roadmap are expected to continue without interruption. Kress said in the announcement that she would keep building on the extraordinary foundation Huang created over 33 years; the day after taking over, she wrote to all employees expressing confidence in the company and its future, and set a company-wide meeting for the morning of November 18.

According to NVIDIA's filings with the U.S. Securities and Exchange Commission (SEC), her total compensation for fiscal 2026 was about $14.3 million, mostly in stock. According to the Journal's profile, the NVIDIA shares she holds are still worth more than $800 million; Forbes, in its June list of America's richest self-made women, put her net worth at about $1.2 billion, ranked ahead of the singer Beyoncé.

Her first big test is already scheduled: on November 17, NVIDIA will report its results for the third quarter of fiscal 2027. For thirteen years she has been the one explaining this company's numbers to Wall Street on the earnings call; this time she will sit in the chief executive's seat for the first time, and the questions will not be only about numbers. GSM will continue to follow the board's search and her own future in this role.

Reference: NVIDIA, U.S. Securities and Exchange Commission filings, Reuters

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

Related: Nvidia Interim CEO Kress Writes to Employees Expressing Confidence; Company-Wide Meeting Set for November 18

来源:华尔街日报

发布:GSM·美国(发布链接)

图片来源:图:英伟达临时首席执行官兼首席财务官 Colette Kress。SiliconANGLE theCUBE 摄,CC BY 4.0,经 Wikimedia Commons。 / Photo: NVIDIA interim CEO and CFO Colette Kress. Photo by SiliconANGLE theCUBE, CC BY 4.0, 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 00:41英伟达高级总监黄敏珊临时取消访韩行程:原定出席首尔AI日并会晤韩国副总理,韩联社称因家庭原因
  5. 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
  6. 2026-11-08 13:15当创始人的私生活成为上市公司的公共事件
  7. 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
  8. 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
  9. 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
  10. 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%
  11. 2026-11-09 11:12韩国科技部次官在国会表示:已签约英伟达GPU供应不受争议影响,2025年预算1万块GPU已到货投入使用
  12. 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
  13. 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
  14. 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」
  15. 2026-11-09 06:30杰弗里斯称强烈支持把限制对华先进芯片出口条款写入国防授权法案:促其进入最终版本
  16. 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
  17. 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
  18. 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
  19. 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
  20. 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》
  21. 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
  22. 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
  23. 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
  24. 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
  25. 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
  26. 2026-11-11 21:19跟进:参议员沃伦与库恩斯致函三名高官,要求保全英伟达对华出口全部文件
  27. 2026-11-11 03:45贝森特据报当面质问卢特尼克为何未将 Megaspeed 列入实体清单,商务部否认有过争执
  28. 2026-11-12 03:21路透社查26份采购记录:西北工业大学经国内供应商购入英伟达H200芯片,外交部回应
  29. 2026-11-12 05:41跟进:Megaspeed 首度公开声明:已配合美方检查,聘美国律所全面清点 GPU
  30. 2026-11-12 05:46跟进:台湾废止黄乐入台许可,内政部长刘世芳称她不可能再来台
  31. 2026-11-12 06:12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
  32. 2026-11-12 07:16英伟达股价周四开盘重挫:盘中一度跌逾14%,市值跌破4万亿美元
  33. 2026-11-12 07:44跟进:Himes 称黄乐是否间谍仍无定论,FBI 是否已立案情报高官答不出
  34. 2026-11-12 07:54跟进:特朗普称黄仁勋辞职后只有一人能接任英伟达:苹果的蒂姆·库克
  35. 2026-11-12 07:59跟进:新加坡内政部:对黄乐的申报指控证据不足,她因向警方提供不实信息被严厉警告并禁止再入境
  36. 2026-11-12 08:21众议院议长约翰逊:国会正形成限制对华芯片出口共识,黄仁勋预计一周内赴国会作证
  37. 2026-11-12 08:21中国外交部回应黄乐在北京传闻:毛宁称不了解有关情况,吁美方停止编造间谍叙事
  38. 2026-11-12 09:15黄仁勋同意感恩节前赴国会闭门作证:外交委员会主席 Mast 称他已答应出席
  39. 2026-11-12 10:21中国外交部:中美就两国元首互动保持密切沟通,愿落实两国元首重要共识
  40. 2026-11-12 11:47跟进:民主党争相领衔英伟达调查,候任众院外交委员会主席 Meeks 称将设专门小组委员会
  41. 2026-11-12 16:04彭博社:曼哈顿联邦检察官调查与黄乐有关实体涉走私超微电脑产品输往中国
  42. 2026-11-12 16:04英伟达临时首席执行官 Kress 致信全体员工:对公司与未来有充分信心,11月18日召开全员会议
  43. 2026-11-12 17:59跟进:特朗普谈黄仁勋辞职称「太可怕了,令人痛心」:称黄仁勋正经历地狱般煎熬
  44. 2026-11-12 18:03跟进:参议院银行委员会主席 Scott 要求黄仁勋与 Lutnick 作证,警告不自愿出席将发传票
  45. 2026-11-12 18:05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
  46. 2026-11-12 19:08跟进:路透社称白宫官员正讨论商务部长卢特尼克去留,议员对出口管制的批评同时升温
  47. 2026-11-12 20:15跟进:黄仁勋辞职将作废约1.08亿美元未归属股权,身家单日蒸发逾60亿美元
  48. 2026-11-12 21:35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
  49. 2026-11-12 21:56新加坡英伟达芯片服务器案第五人被控:34岁男子石炳哲面对41项控罪
  50. 2026-11-12 22:42跟进:杰弗里斯要求就英伟达事件向全体议员作机密简报:批特朗普点名库克接任是干预自由市场
  51. 2026-11-12 04:12跟进:司法部长 Blanche 称司法部对黄乐是否间谍尚无结论,特朗普同日称是否已认定他也不确定
  52. 2026-11-12 10:16跟进:民主党议员点名卢比奥与卢特尼克为潜在调查对象:称要查清两人在英伟达芯片问题上知道什么
  53. 2026-11-13 01:52跟进:马来西亚调查 Megaspeed 旗下 SpeedMatrix 是否违规转运英伟达芯片,贸工部称从未为两家公司背书
  54. 2026-11-13 03:52跟进:中国外交部回应黄乐与英伟达芯片两问:间谍定性已多次阐明立场,芯片流入上海数据中心称不了解
  55. 2026-11-13 09:12英伟达盘中再跌3.8%至约160美元,美股冲高回落、纳指跌1.42%
  56. 2026-11-13 10:08路透调查:超 30 亿美元中国超级智能(SI)项目依赖受限英伟达芯片
  57. 2026-11-13 10:16跟进:商务部长卢特尼克同意12月10日赴参议院银行委员会作证:发言人称主动自愿出席
  58. 2026-11-13 11:00跟进:贝森特公开指商务部拖延将 Megaspeed 列入实体清单,白宫称特朗普对卢特尼克仍有完全信心
  59. 2026-11-13 16:42跟进:据报道黄仁勋聘请 Paul Weiss 两名诉讼合伙人代表其本人,众院访谈信直接寄交其律师
  60. 2026-11-13 17:09跟进:英伟达董事会据报曾接触Arm首席执行官哈斯谈接任,董事会回应称尚未正式接触任何候选人
  61. 2026-11-13 17:41Colette Kress 临危受命:英伟达十三年财务掌门暂代 CEO,11月17日业绩首考在即本篇
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