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Back黃仁勳辭職:這位AI遠見者,如何栽在自己的錯誤決定上
黃仁勳辭職:這位AI遠見者,如何栽在自己的錯誤決定上
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BBC中文18 minutes agoTech3 min readChinaView translation

黃仁勳辭職:這位AI遠見者,如何栽在自己的錯誤決定上

BBC科技與人工智慧編輯佐伊·克萊曼分析黃仁勳下台背後的矽谷反應與Nvidia未來挑戰

Quick Look

Nvidia共同創辦人兼CEO黃仁勳因第二段婚外情傳聞被董事會認定越過底線而被迫下台,矽谷高管表示AI產業高度依賴Nvidia晶片,利益過大無人願打破常勝方程式。財務長科萊特·克雷斯暫代職務,但非工程師背景,需向投資人證明創新步伐不會放緩。黃仁勳與被指為中國間諜女子的關係調查仍將持續,競爭對手如SpaceX的馬斯克已表示若能與其共事將是莫大榮幸。

AI-generated summary

Why It Matters

黃仁勳共同創辦Nvidia並帶領公司成為極其成功的人工智慧晶片企業,以充沛精力與果斷決心度過多次危機。他與政商名流往來密切,人脈涵蓋川普、馬斯克及英國國王查爾斯。上次作者見到他是去年在聖詹姆士宮,獲頒「伊莉莎白女王工程獎」。

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如果上週此時我告訴你黃仁勳即將離開Nvidia,你肯定不會相信。

這位共同創辦了這家極其成功的人工智慧晶片企業、白手起家辛勤耕耘,並以充沛精力與果斷決心帶領公司度過多次危機的人物,最終卻因個人感情生活而黯然退場。

這是一個非同尋常的故事,對一家放眼未來的科技巨頭而言,情節卻又顯得格外老派。

事件在網路上催生大量迷因,有的將黃仁勳比作Coldplay演唱會「親吻鏡頭」下與已婚同事同框的男子,有的則配上了喬治·麥可(George Michael)講述背叛的經典金曲《無心快語》(Careless Whisper)。

具諷刺意味的是,這兩類迷因皆是透過他參與打造的人工智慧技術所生成。

本週我會見了兩位矽谷高管,問他們如何消化這則消息,得到的回答是:「看迷因」。

不過,他們當時似乎並不認為黃仁勳會因這起婚外情傳聞而被迫下台。

他們指出,此事牽涉的利益過於龐大,整個人工智慧產業高度依賴Nvidia晶片,無人願意打破這套常勝方程式。

換言之,「矽谷」當時仍站在他這一邊。

但那是在第二段婚外情傳聞曝光之前,這次的對象是公司同事,董事會認定他已越過底線。

他的行徑頓時讓外界對他改觀:成了一個會做出錯誤決定並試圖掩蓋的人。

超長工時與好勝心

黃仁勳向來刻意讓自己與眾不同。

在新冠疫情封鎖期間,他在自家廚房直播主題演講(此事本身一度在網路爆紅,後來卻被揭露實為人工智慧生成)。

他公開露面時幾乎皮衣不離身——他曾打趣說自己只有一套西裝,領帶還得向女兒的伴侶借。

黃仁勳與政商名流往來密切,人脈涵蓋川普、馬斯克及英國國王查爾斯。

我上次見到他是去年在聖詹姆士宮(St James' Palace),他當時正獲頒極具聲望的「伊莉莎白女王工程獎」(Queen's Prize for Engineering)。

我原本被告知他不會接受媒體採訪,但他卻獨自走了過來,我們聊了大約10分鐘,一旁的新聞官則顯得相當緊張。他當時言談清晰,對人工智慧的發展及英國在其中的角色充滿樂觀。

對許多人而言,黃仁勳就是Nvidia的化身,有多達200人直接向他匯報。

他對工作標準要求極高——在講述公司內部運作的《Nvidia之道》(The Nvidia Way)一書中,作者金泰(Tae Kim)寫道,該公司的工時極長。

黃仁勳的回饋往往嚴厲且公開,他毫不介意在全員大會上直接點出個別員工的失誤。

如今,他自身的缺陷被攤在公眾面前,職業生涯也因此被迫畫下殘酷的句點。

失去黃仁勳的Nvidia

目前暫代職務的科萊特·克雷斯(Colette Kress)對公司內部而言是張熟悉的面孔,這對部分Nvidia員工來說無疑是一顆定心丸。

她在該公司任職長達13年,關注Nvidia龐大財務狀況的人對她並不陌生,她經常出席財報電話會議。她本身亦是億萬富翁,也是位資歷顯赫的科技高階管理人。

但她並非工程師背景,而Nvidia的產品具備高度技術門檻。

她必須向投資人證明Nvidia一切運作如常,公司賴以成名的創新步伐不會放緩,且頂尖人才不會隨著黃仁勳一同出走。

一旦Nvidia出現動盪,對整個人工智慧產業都將是一記重擊,因為其不斷推陳出新的晶片支撐著最強大的人工智慧模型,同時該公司也被視為某種「中央銀行」,向其他企業提供資金借貸。

至於黃仁勳本人,目前外界推測,針對他與被指為中國間諜女子的關係調查仍將持續,調查結果很可能會決定他下一步的動向。

儘管發生此事,他恐怕仍不乏邀約——我預料Nvidia的競爭對手簡直不敢相信自己如此走運,這位強勁的對手竟自己退出了賽局。伊隆·馬斯克已公開表示,若能與他在SpaceX共事將是「莫大榮幸」。

What to Watch

AI outlook — possibilities, not facts

  • 針對黃仁勳與被指為中國間諜女子關係的調查結果將決定其下一步動向

    Likely · Within weeks

  • Nvidia競爭對手將試圖招攬黃仁勳或Nvidia頂尖人才

    Likely · Within months

Open Questions

  • 第二段婚外情傳聞的具體細節與證據
  • 董事會認定黃仁勳越過底線的具體標準
  • 與被指為中國間諜女子關係調查的進度與結果
  • 科萊特·克雷斯能否成功穩定投資人信心與頂尖人才

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This article was originally published by BBC中文.

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