
專家點名蘋果前CEO庫克與Google前CEO施密特為潛在外部接班人選
輝達董事會因執行長黃仁勳涉及兩段婚外情(包括與一名疑似中國間諜及醫療事業副總裁)展開調查,並可能召開會議討論撤換。專家指出輝達無公開接班計畫,內部人選包括財務長克雷斯與副總裁巴克;若尋求外部領導者,則點名蘋果前執行長庫克與Google前執行長施密特。
AI-generated summary
輝達董事會因執行長黃仁勳涉及兩段婚外情(包括與一名疑似中國間諜及醫療事業副總裁鮑威爾)展開調查,並可能召開會議討論撤換。輝達並沒有對外公開的接班計畫。
輝達(NVIDIA)執行長黃仁勳不倫戀再爆一樁,除了和疑似中國間諜的黃樂發生婚外情外,也曾和輝達醫療事業副總裁鮑威爾(Kimberly Powell)有婚外情,第二段婚外情直接違反公司大忌,導致輝達董事會已經展開調查並將召開會議,討論是否撤換這位共同創辦人兼執行長,也讓外界好奇,黃仁勳如果下台,繼任者會是誰?對此,有專家點名蘋果公司前執行長庫克(Tim Cook)。
耶魯大學教授桑能費爾德(Jeffrey Sonnenfeld)長期研究企業領導與執行長接班制度,他和耶魯大學執行長領導研究所(CELI)的研究主任田史蒂文(Steven Tian)以及該所高級研究員亨里克斯(Stephen Henriques)在《TIME》撰文指出,輝達並沒有對外公開的接班計畫,所以對輝達董事會來說,他們無法像某些其他企業的緊急接班案例一樣,從董事會中找出一名具備必要執行長經驗的人選,暫時接任職務,為董事會爭取找新人選的時間。
輝達一名重要的內部接班人選,是資深財務長克雷斯(Colette Kress),她在矽谷與華爾街圈子裡廣為人知,也備受推崇,不過克雷斯的專業背景並非科技領域。
另一個人選是巴克(Ian Buck),巴克是輝達超大規模運算暨高效能運算(Hyperscale and HPC)部門副總裁,將是名極具實力的接班人選,因為巴克具備這個職位所需的技術專業、客戶關係、經驗,以及與員工之間的關係。他已獲得多名重要評論人士有力背書,認為他是下一任執行長人選。
文章非常樂見其成由巴克或克雷斯出任臨時執行長,認為這將對輝達的長期發展將有極大助益,即使在臨時過渡期間,也可以採用巴克與克雷斯共同擔任執行長的搭檔模式。
不過,如果輝達董事會認為長期而言,公司需要一名外部領導者來穩定局勢,文章點明了2名人選值得注意,其中一人是蘋果公司前執行長庫克。
文章指出,庫克的成就無須多作解釋,他接替賈伯斯(Steve Jobs)後,將蘋果的市值從約3,500億美元推升至4兆美元,並熟練掌握輝達每一款晶片都仰賴的同一套亞洲供應鏈,同時讓蘋果轉向採用自家設計的晶片。庫克的經歷顯示,他曾成功接替一位個人魅力非凡、與公司形象密不可分的創辦人,並證明即使沒有創辦人,公司仍然能夠蓬勃發展。
另一人則是Google前執行長施密特(Eric Schmidt),施密特2001年以資深企業主管的身分加入Google,和公司創辦人並肩合作,並將Google打造成全球巨擘。
AI outlook — possibilities, not facts
輝達董事會將召開會議討論是否撤換黃仁勳
Likely · Within days
若黃仁勳下台,庫克或施密特可能被考慮為外部接班人選
Possible · Within weeks

The U.S. dollar index stood at 103, the New Taiwan dollar fell to 32.916 yuan at midday, and Taiwan stocks turned from red to black. Expectations of the Federal Reserve raising interest rates and the controversy surrounding Huida's CEO's departure and retention have jointly suppressed the stock exchange rate. The strength of foreign capital's remittances remains a key variable.

Huida CEO Jen-Hsun Huang admitted to having an extramarital affair with a female executive who reported directly to him, after it was revealed that he had an affair with a woman identified by U.S. intelligence agencies as a Chinese spy. Huida's board of directors is meeting to decide on his departure and to find a successor. After the news came out, the stock price fell by about 8% after the market closed, and shareholders also filed a class action lawsuit.

The board of directors of Chuanhuida will hold a meeting as soon as today to decide whether Huang will stay or not. He has been accused of stepping on the red line due to his series of extramarital affairs and his affair with his subordinate Bauer. The prediction market shows that the chance of his removal before the end of the year is about 88%, and Ian, Kress and Cook are all potential successors.

The People's Bank of China removed its pledge to introduce pragmatic and effective incremental policies from its third-quarter monetary policy implementation report while maintaining its moderately loose monetary policy stance.

Goldman Sachs says Chinese companies could unlock 15% equity valuation upside by increasing share buy-backs and dividend payouts, lifting MSCI China Index valuations through improved returns on equity and cash distributions.

Yin Yanlin, a member of the National Committee of the Chinese People's Political Consultative Conference, said at the 17th Caixin Summit that China's economy provides important support for world economic growth and that the power structure is undergoing positive changes. He pointed out that the global economy is facing the "three highs" challenges of high interest rates, high debt, and high uncertainty, and called for persistence in open cooperation and maintaining the stability of the multilateral system.