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Back輝達換她掌舵!克雷斯接任臨時執行長 多次反對黃仁勳高風險投資
輝達換她掌舵!克雷斯接任臨時執行長 多次反對黃仁勳高風險投資
BREAKING
自由时报16 minutes agoBusiness2 min readChinaView translation

輝達換她掌舵!克雷斯接任臨時執行長 多次反對黃仁勳高風險投資

輝達宣布黃仁勳即時辭去所有職務,財務長克雷斯獲任命為臨時執行長並保留原職務,公司開始尋求正式繼任者。

Quick Look

輝達12日宣布黃仁勳即時辭去所有職務,財務長克雷斯獲任命為臨時執行長並保留原職務,公司開始尋求正式繼任者。消息人士指出,克雷斯多年來曾對黃仁勳的大規模AI投資決策提出質疑,包括投資OpenAI及Lambda等交易。

AI-generated summary

Why It Matters

輝達由黃仁勳共同創辦,他領導該公司長達30年。克雷斯曾對黃仁勳的大規模AI投資決策提出質疑,包括投資OpenAI及Lambda等AI基礎設施公司。一項原本擬投入2500億美元、支持OpenAI在美國俄亥俄州興建資料中心的方案,最終縮減至1200億美元。

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輝達(Nvidia)12日宣布,黃仁勳已辭去所有職務,立即生效,同時任命財務長克雷斯(Colette Kress)為臨時執行長,並保留原職務。外媒指出,克雷斯多年來一直是公司內部少數願意對黃仁勳龐大、往往充滿風險決策提出質疑的高階主管。

路透報導,2名消息人士12日透露,黃仁勳持續推動輝達深入參與數十億美元規模的人工智慧(AI)投資,克雷斯曾對相關決策提出反對意見。

如今,59歲的克雷斯已獲任命為臨時執行長,輝達並同時開始尋求正式繼任者。黃仁勳12日在醜聞陰影下,辭去這家由他共同創辦、領導長達30年的公司執行長職務,使輝達首次必須在缺少這位關鍵人物的情況下,面對領導層交棒。

2名消息人士指出,在雙方意見衝突的過程中,克雷斯一直扮演制衡黃仁勳的重要角色。但因黃仁勳過去取得的成功,使他在重大決策上擁有極大的自主空間。

其中1名消息人士表示,克雷斯及其團隊曾因大規模且高風險的融資交易,與黃仁勳及公司的銷售團隊發生衝突。這些交易包括投資OpenAI,以及Lambda等AI基礎設施公司,引來部分華爾街批評人士,認為其助長了所謂的「循環式AI經濟」。

此外,一項原本擬投入2500億美元、支持OpenAI在美國俄亥俄州興建資料中心的方案,最終縮減至1200億美元。

第3名消息人士、一名創投投資人表示:「我認為,除了黃仁勳之外,恐怕不會有人如此積極地投資自己的客戶。」該人士指出,黃仁勳一直推動輝達向新創公司提供融資。

What to Watch

AI outlook — possibilities, not facts

  • 輝達將在數週至數月內任命正式執行長繼任者

    Very likely · Within weeks

  • 克雷斯將在臨時執行長任期內重新評估輝達的AI投資策略

    Likely · Within months

Open Questions

  • 黃仁勳辭職的具體原因是什麼?
  • 克雷斯擔任臨時執行長的預計時長是多少?
  • 輝達將如何選擇正式執行長繼任者?
  • 黃仁勳辭職後是否仍保留董事會席位?

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