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Back紐時:黃仁勳辭職川普曾勸留 早知婚外情仍相挺有原因
紐時:黃仁勳辭職川普曾勸留 早知婚外情仍相挺有原因
BREAKING
自由时报25 minutes agoTech4 min readChinaView translation

紐時:黃仁勳辭職川普曾勸留 早知婚外情仍相挺有原因

紐約時報報導,兩名知情人士透露川普10日致電黃仁勳,敦促他繼續爭取保住職位,但黃仁勳仍於今天辭職。

Quick Look

輝達執行長黃仁勳在連續爆發與疑似中國間諜的中國籍女子黃樂婚外情醜聞後辭職。紐約時報報導,兩名知情人士透露,美國總統川普10日曾致電黃仁勳,敦促他繼續爭取保住職位。川普曾至少兩度接獲情報機關關於黃仁勳與黃樂關係的警告,但未採取行動,並多次公開力挺。報導指出,川普將黃仁勳視為現代版亨利·福特,認為輝達命運與美國經濟及股市息息相關,擔心黃仁勳下台可能導致股市重挫。黃仁勳的代表未對報導置評,川普和白宮亦未回應置評請求。

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Why It Matters

黃仁勳是輝達執行長,輝達在訓練最先進AI模型所用的晶片市占率至少8成。川普與黃仁勳兩年前幾乎毫無交集,但後來黃仁勳成為川普備受矚目的盟友及AI領域顧問。川普曾允許輝達向中國銷售部分型號晶片,並將聯邦政府抽成比例從15%提高至25%。

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輝達(NVIDIA)執行長黃仁勳在連爆婚外情後於今天辭職,「紐約時報」報導,兩名知情人士透露總統川普10日曾致電,敦促他繼續爭取保住職位。

紐約時報報導,黃仁勳早已成為川普備受矚目的盟友,也是AI領域具有影響力的顧問。即使美國情報機關認定黃仁勳與一名疑似中國間諜的女子有婚外情,川普仍力挺他到最後。這通電話是川普再度捍衛黃仁勳的最新例子。

報導說,川普至少曾兩度接獲警告,得知黃仁勳與一名叫做黃樂(Alice Huang)的中國籍女子有關係。情報機關認定黃樂已遭中國國家安全部吸收。第1次警告是在去年底,第2次則是在今年春季。

川普兩次都未採取行動,並在今年5月帶黃仁勳一同訪問中國。最近幾天川普公開稱讚黃仁勳並表達同情,今天還在社群媒體發文稱他是「傳奇」。

川普的幕僚不具名表示,川普得知情報界對黃仁勳相關情況的評估時,對其中涉及的國家安全問題無動於衷。幕僚說,川普主要將此事視為婚外情,並不認為黃仁勳捲入其中會對國家構成威脅。

幕僚表示,川普認為輝達基本上是「大到不能倒」。輝達是全球市值最高的企業之一,在全球經濟中扮演關鍵角色,也是川普寄望美國在AI領域領先中國的重要支柱。

其中最主要的原因是川普在黃仁勳身上投入甚多。他將黃仁勳視為現代版亨利·福特(Henry Ford),引領的技術可能定義這個世紀。

川普認為,輝達的命運與美國經濟及股市息息相關。輝達董事會考慮將黃仁勳撤職的消息傳出時,川普曾詢問親信,他們認為市場會有何反應。他擔心黃仁勳下台可能導致股市重挫。

川普為保住黃仁勳所做的最後努力,成為兩人關係中格外引人注目的一刻;而在兩年前,他們幾乎毫無交集。

紐約時報提到,在川普第1個總統任期內,黃仁勳根本不在他的關注範圍內。黃仁勳在華府幾乎沒有存在感,不從事遊說或捐款競選活動,對政治興趣缺缺。前總統拜登政府大舉限制晶片出口後,黃仁勳才不得不更加關注華府動向,但他投入政治活動的程度仍遠低於競爭對手。與其他科技業領袖不同的是,他沒有出席川普第2任期的就職典禮。

川普講起自己第一次聽到黃仁勳名字的經過,顯然興致勃勃。他曾向身邊人士回憶:「他到底是誰?叫什麼名字?有人回說他是輝達的黃仁勳,我說『輝達到底是什麼?』。」

到了2024年底,川普已曉黃仁勳是輝達不可或缺的靈魂人物,這家公司在訓練最先進AI模型所用的晶片市占率至少8成。黃仁勳也看準機會,試圖拉攏這位要求個人關注且對奉承有所回應的總統。

黃仁勳帶來的機會是川普在第1任期未能取得但希望第2任期實現的成果。川普在第1任期曾承諾讓煤炭與鋼鐵業就業機會回流,但這些產業始終未能恢復往日榮景。然而AI為川普第2任期提供另一條路,有助實現他向選民承諾的美國再工業化。

黃仁勳說服川普,輝達應盡可能廣泛銷售晶片,讓全球以美國技術而非中國技術為基礎發展。

在黃仁勳敦促下,川普允許輝達向中國銷售部分型號晶片,並採取特殊安排將聯邦政府抽成比例從15%提高至25%。批評人士質疑此舉的合法性,並警告美國正在犧牲國家安全。部分政府官員私下對黃仁勳似乎對川普具有如此大的影響力感到驚訝。

紐約時報提到,早在外遇對象疑似是間諜的醜聞於今年秋季曝光前,部分美國官員就已對黃仁勳感到憂心。在他們看來,黃仁勳與中國企業高層及地方官員往來密切,即使往好的方面解讀也顯得天真且行事欠謹慎。有些人質疑,他怎麼可能對黃樂或許與中國情報機關有關聯一事毫無察覺。

但川普本來就不太可能抱持相同的國安疑慮,任內對中國採取的強硬態度主要限於貿易領域。即使在貿易方面,他也一再表現出寧可與中國國家主席習近平達成協議,也不願陷入曠日持久貿易戰的傾向。

川普與部分前總統不同,大致上無視北京侵犯人權行為。他2020年被問到為何未針對新疆大規模拘禁維吾爾人一事實施制裁時說:「嗯,我們當時正在談一項重大貿易協議。」

紐約時報指出,親近川普的人士透露,他曾私下質疑美國究竟為何要為台灣開戰。據悉川普曾在自家高爾夫球俱樂部與賓客共進午餐時,舉起一支茶匙說:「這就是台灣。」

黃仁勳的代表未對這篇報導置評。川普和白宮則未回應有關川普致電黃仁勳一事的置評請求。

What to Watch

AI outlook — possibilities, not facts

  • 輝達將在短期內宣布新任執行長或臨時領導人選

    Very likely · Within weeks

  • 美國情報機關或國會將對黃仁勳與中國間諜關係展開調查

    Likely · Within weeks

  • 輝達股價在短期內可能出現波動

    Likely · Within days

Open Questions

  • 黃仁勳辭職後誰將接任輝達執行長?
  • 黃樂是否確實為中國間諜,具體證據為何?
  • 川普致電黃仁勳的具體內容與結果如何?
  • 輝達董事會是否曾正式考慮撤職黃仁勳?

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