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BackWSJ:向黃仁勳引介黃樂的正是黃女丈夫 保證能將輝達晶片帶進中國
WSJ:向黃仁勳引介黃樂的正是黃女丈夫   保證能將輝達晶片帶進中國
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自由时报18 minutes agoBusiness3 min readChinaView translation

WSJ:向黃仁勳引介黃樂的正是黃女丈夫 保證能將輝達晶片帶進中國

知情人士透露,將黃樂介紹給輝達執行長黃仁勳的正是其丈夫康偉,這對夫妻近年曾向投資人宣稱有辦法將輝達晶片帶進中國。

Quick Look

華爾街日報報導,輝達執行長黃仁勳因與疑似中國間諜的黃樂發生婚外情面臨去職危機。知情人士指出,介紹兩人認識的是黃樂丈夫康偉,這對夫妻曾向投資人宣稱有辦法將輝達晶片帶進中國。

AI-generated summary

Why It Matters

美國於2022年底開始對先進晶片實施出口管制,防止輝達直接向中國出售晶片。黃仁勳與黃樂遭指控涉入婚外情及晶片轉運爭議。

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2025年5月,黃仁勳(左)再度訪台,黃樂(右)也出現在三六食府的商務餐敘。

華爾街日報報導,輝達執行長黃仁勳因與疑似中國間諜的黃樂發生婚外情而面臨去職危機,知情人士透露,當初將黃樂介紹給黃仁勳的正是黃樂的丈夫康偉。而這對夫妻近年曾向新加坡與上海投資人宣稱,他們有辦法將輝達晶片帶進中國。

消息來源說,過去兩年,康偉似乎接受妻子與黃仁勳的婚外情,還公開討論他們的親密關係。有時,康偉會半開玩笑告訴朋友,老婆是黃仁勳的私人助理。

報導說,向全球人工智慧(AI)熱潮核心人物介紹自己的妻子正是這對夫妻如何利用私人關係,在中國、新加坡、台灣等各地拓展一系列商業活動的最明確例子。

知情者指出,過去十年,這對夫妻不斷流轉於各種有利可圖的領域:從電玩、製藥到雲端運算,每一次都編織出一張關係網絡,在彼此之間轉移股份,並利用一切到手的關係牟利,而輝達的AI晶片則是他們最新標的,他們素來擅長追逐熱門交易,儘管有時也會觸犯監管。

現年50歲出頭的康偉曾是中國明星基金經理人,2010年成立上海和熙投資公司,他與40多歲的黃樂何時結識,目前無法確定,但根據公司註冊紀錄,他們於2016年共同經營這家公司。

上海和熙投資一系列科技公司,包括電玩,這為康偉在2010年代製造結識黃仁勳的機會,當時後者是逐漸崛起的矽谷執行長,而輝達專注於電玩晶片,一名曾在康偉投資公司工作的消息來源說,黃仁勳是在亞洲結識康偉,因為是他促成兩人會面。

2020年代初期,這對夫妻將目光轉向雲端運算。他們收購一家之前投資的新加坡電玩公司,2023年3月改名為Megaspeed International。讓Megaspeed業務起飛的是阿里巴巴。美國於2022年底開始對先進晶片實施出口管制,防止輝達直接向中國出售晶片。阿里巴巴當時尋找合作夥伴,以協助其從中國境外搭載輝達晶片的資料中心取得算力。

知情者說,Megaspeed告訴輝達,阿里巴巴是其主要客戶,進而使這對夫妻的公司在2023年11月取得「輝達雲端合作夥伴」資格,可優先取得晶片。不久,黃樂告訴朋友,她已搭上黃仁勳,公司業務很快會順利展開。

知情者說,Megaspeed 將其購買的許多輝達伺服器帶到馬來西亞的資料中心,提供阿里算力,同時將部份晶片運至中國。這對夫妻在2024年底至2025年之間向新加坡與上海的投資人宣稱,他們有數個資料中心計畫,其中兩個在東南亞、一個在上海。他們說,投資人可預期3年回報3倍,並有信心將輝達晶片帶進中國。

What to Watch

AI outlook — possibilities, not facts

  • 輝達將面臨美國監管機構對晶片流向的進一步調查

    Very likely · Within weeks

Open Questions

  • 輝達官方對此事件的正式回應為何?
  • 相關晶片轉運是否違反美國出口管制法規?

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