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Back特朗普曾敦促黄仁勋为保住英伟达CEO职位而战
特朗普曾敦促黄仁勋为保住英伟达CEO职位而战
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纽约时报中文网25 minutes agoBusiness4 min readChinaView translation

特朗普曾敦促黄仁勋为保住英伟达CEO职位而战

特朗普在情报机构认定黄仁勋与涉嫌中国间谍有婚外情后仍力挺他,最终未能阻止其辞职

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特朗普在黄仁勋辞职前致电敦促其抗争保职,尽管情报机构认定黄仁勋与涉嫌中国间谍有婚外情,特朗普仍力挺他至最后。英伟达宣布黄仁勋不再担任CEO,此前曝出他与涉嫌间谍及一位下属分别存在婚外情。

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Why It Matters

黄仁勋是英伟达的创始人兼首席执行官,该公司控制着至少80%最先进人工智能模型训练芯片市场。特朗普在2024年底开始关注黄仁勋,两人关系在2025年迅速升温,黄仁勋多次出席特朗普活动并公开赞扬总统。

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据两名了解此次通话的人士透露,在英伟达首席执行官于迅速发酵的间谍丑闻中辞职之前,特朗普总统周二曾致电黄仁勋,敦促他继续为保住职位而抗争。

此次通话是特朗普为黄仁勋辩护和提供庇护的最新例证。黄仁勋已成为他的一位备受瞩目的盟友,也是人工智能领域颇具影响力的顾问。即使在美国情报机构认定黄仁勋与一名被认为是中国间谍的女子有婚外情之后,总统仍一直支持他到最后。

英伟达周四宣布,在被曝出不仅与那名涉嫌为间谍的女子有婚外情,还与一位下属存在另一段婚外情之后,将公司打造成全球领先先进人工智能芯片供应商的黄仁勋已不再担任首席执行官一职。

黄仁勋的一名代表未就本文发表评论。特朗普和白宫均未回应就他致电黄仁勋一事提出的置评请求。

据《纽约时报》此前报道,总统曾至少两次收到有关黄仁勋与一名被称为黄乐(Alice Huang)的中国公民之间关系的警告,情报机构认定该女子已被中国国家安全部招募。首次警告是在去年年底,第二次是在春季。

特朗普两次均未采取任何行动,并在5月访华时带上了黄仁勋。近几天来,他公开称赞黄仁勋并对其表示同情,周四还在社交媒体发帖称他是一位“传奇人物”。

总统的顾问们表示,当被告知情报界对黄仁勋的相关评估时,特朗普对其中的国家安全影响不以为意。一名幕僚称,特朗普主要从婚外情的角度看待这一事件,并驳斥了黄仁勋的这段纠葛对国家构成威胁的说法。

幕僚们表示,特朗普本质上认为英伟达“大到不能倒”。作为全球市值最高的公司之一,英伟达在全球经济中发挥着至关重要的作用,并支撑着总统在人工智能领域压制中国的希望。

特朗普的顾问们在要求匿名的前提下描述了相关敏感对话,对他处理此事的方式给出了几点解释。

其中最主要的一点是,总统在黄仁勋身上倾注了大量精力,将他视为当代亨利·福特,认为他正引领着一项可能定义本世纪的技术。

特朗普认为英伟达的命运与美国经济和股市紧密相连。当有报道称该公司董事会正考虑罢免黄仁勋时,特朗普曾询问亲信,他们认为市场会作何反应。他担心罢免黄仁勋可能引发市场急剧下跌。

这是总统为挽救黄仁勋所做的最后努力,这在两人这段两年前还几乎不存在的关系中是一个引人注目的时刻。

在特朗普的第一任期内,黄仁勋完全不在他的关注范围内。这位英伟达创始人在华盛顿几乎没有任何存在感。他不进行游说,也不向竞选活动捐款,对政治几乎不感兴趣。拜登政府对芯片出口实施的全面限制迫使黄仁勋更加关注华盛顿,但他在政治上的运作仍远少于竞争对手。与其他科技界领袖不同,他没有出席特朗普的第二次就职典礼。

特朗普曾兴致勃勃地向身边人讲起自己第一次听到黄仁勋名字时的情景。“他到底是谁?叫什么名字?”他回忆道。“他英伟达的黄仁勋。我说:‘英伟达到底是什么?’”

到了2024年底,特朗普了解到,在控制着至少80%最先进人工智能模型训练芯片市场的这家公司里,黄仁勋是不可或缺的人物。而黄仁勋也看到了一个契机,能够靠近这位渴望个人关注和恭维的总统。

2025年4月,黄仁勋和妻子洛丽在马阿拉歌出席了特朗普与一批科技及加密货币领域捐赠者的晚宴。当时与总统交谈过的人士表示,特朗普在晚宴后对黄仁勋产生了浓厚兴趣,而且了解得越多,印象就越深刻。他一次又一次地被告知,人工智能热潮几乎完全依托英伟达运转。“你正在接管世界,詹森,”特朗普后来对他说。

黄仁勋提供了特朗普在第一任期内未能获得、并希望在第二任期内实现的东西。在第一任期内,特朗普曾承诺让煤炭和钢铁行业的工作岗位回流。但这些行业从未恢复往日的实力。

在第二任期内,人工智能为特朗普向选民承诺的美国再工业化提供了另一条路径。接近特朗普的人士表示,他逐渐相信,建设数据中心的热潮及其对电力的庞大需求能够带来制造业复兴,并让原本摇摇欲坠的经济保持强劲势头。在总统看来,这使得人工智能公司的领导者成为全国最具价值的高管,而黄仁勋或许是其中最具价值的一位。

黄仁勋顺势扮演起了这一救世主角色。2025年,他表示英伟达将在美国生产价值高达5000亿美元的人工智能基础设施。他还对总统大加赞赏。

“美国所拥有的、任何其他国家都不可能具备的独特优势,就是特朗普总统,”他在当年7月说道。2025年5月,他曾随特朗普前往波斯湾,期间总统宣布了沙特阿拉伯和阿拉伯联合酋长国购买英伟达芯片的协议。他提供了特朗普所渴望的那种达成交易的热点新闻。

黄仁勋曾说服特朗普,英伟达应当尽可能广泛地销售芯片,以便世界建立在美国而非中国的技术之上。白宫人工智能与加密货币事务主管戴维·萨克斯支持他的这一立场。这两人在一个重大议题上合力说服特朗普站到了不受民粹主义右翼欢迎的一边。

包括斯蒂芬·K·班农在内的“让美国再次伟大”(MAGA)右翼对华鹰派人士希望全面禁止向中国出售芯片。但特朗普站在了黄仁勋以及领导OpenAI、Meta和SpaceX等其他科技公司的亿万富翁同行一边。

What to Watch

AI outlook — possibilities, not facts

  • 英伟达董事会将在短期内宣布新任首席执行官

    Very likely · Within weeks

  • 特朗普政府可能面临关于其处理黄仁勋间谍丑闻方式的进一步调查或质询

    Likely · Within weeks

Open Questions

  • 英伟达董事会是否正式投票罢免黄仁勋
  • 黄仁勋辞职后谁将接任英伟达CEO
  • 情报机构对黄仁勋的评估是否会导致进一步的国家安全调查

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This article was originally published by 纽约时报中文网.

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