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Back輝達接班人賭盤 他的呼聲最高、黃仁勳愛女僅2~3%
輝達接班人賭盤 他的呼聲最高、黃仁勳愛女僅2~3%
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自由时报16 minutes agoBusiness2 min readChinaView translation

輝達接班人賭盤 他的呼聲最高、黃仁勳愛女僅2~3%

輝達官方未說明辭職或被迫辭職,Polymarket賭盤顯示巴克勝率最高

Quick Look

輝達12日宣布黃仁勳辭去執行長、總裁與董事等職務,官方未說明辭職或被迫辭職。預測市場Polymarket開出下一任CEO賭盤,以輝達超大規模與高效能運算副總裁巴克勝率最高,暫代執行長兼財務長克雷斯緊追,安謀執行長哈斯、蘋果前執行長庫克、超微執行長蘇姿丰及黃仁勳女兒黃敏珊也名列榜單,但勝率僅2%至3%。

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Why It Matters

輝達12日宣布黃仁勳辭去執行長、總裁與董事等職務,官方聲明未說明是辭職還是被迫辭職。預測市場Polymarket開出下一任CEO賭盤,累積押注金額約9萬至11萬美元。

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輝達12日宣布黃仁勳辭去執行長等職務。(路透)

〔記者高嘉和/綜合報導〕黃仁勳閃電「裸辭」輝達(Nvidia)執行長、總裁與董事等職務,到底是「辭職」(Resigns)或「被迫辭職」,目前輝達官方聲明都沒說明。但預測市場Polymarket已開出「誰將接任輝達下一任CEO」賭盤,目前以「CUDA之父」輝達超大規模與高效能運算副總裁巴克(Ian Buck)勝率最高。

但投注榜單也出現亂點鴛鴦譜,安謀(Arm)執行長哈斯(Rene Haas)、蘋果前執行長庫克(Tim Cook)、超微執行長蘇姿丰,甚至黃仁勳女兒、輝達實體AI平台產品與技術行銷資深總監黃敏珊(Madison Huang)都名列潛在榜單,但勝率僅2%~3%。

根據Polymarket最新合約數據,目前呼聲最高是輝達超大規模與高效能運算副總裁巴克(Ian Buck),接班勝率約25%至38%之間浮動;巴克於2004年加入輝達,素有「CUDA之父」的美譽,他是將 GPU應用從單純繪圖拓展至通用運算與AI領域的關鍵推手。

緊追在後才是暫代執行長的財務長克雷斯(Colette Kress),押注機率約在21%至26.5%左右;市場甚至猜測輝達未來可能由克雷斯與巴克組成「雙首長制」共同領導。

安謀(Arm)執行長哈斯(Rene Haas)則以約4%至9%機率成為外部榜首;因哈斯過去曾在輝達任職7年,熟悉老東家文化且具備大型半導體企業的營運經驗。

但榜單中也出現不少「亂點鴛鴦譜」現象,一度傳出蘋果前執行長庫克(Tim Cook)、超微執行長蘇姿丰,乃至黃仁勳女兒黃敏(Madison Huang)都名列潛在榜單,引發社群熱議。

先前Polymarket上關於「黃仁勳是否會在年底前下台」的賭盤吸引逾358萬美元的龐大押住,但目前「下一任 CEO 是誰」的特定合約,累積押注金額僅約9萬至11萬美元之間,下注情況更多是反映幣圈散戶與科技迷的「看熱鬧」情緒及主觀臆測。

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What to Watch

AI outlook — possibilities, not facts

  • 輝達將在短期內宣布新任執行長人選

    Likely · Within weeks

Open Questions

  • 黃仁勳辭職的具體原因是什麼?
  • 輝達下一任CEO將由誰擔任?
  • 輝達是否會採用雙首長制領導?

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