TRIPP MICKLE, MAGGIE HABERMAN, JONATHAN SWAN, JULIAN E. BARNES, ANA SWANSON2026年11月9日英伟达首席执行官黄仁勋是人工智能革命中最有影响力的人物之一，也是特朗普总统颇具影响力的盟友。 Demetrius Freeman for The New York TimesNvidia said on Sunday that it was opening an investigation into Jensen Huang, its chief executive and co-founder, after he acknowledged to the company’s board that he had been intimate with a business executive who U.S. intelligence determined was a Chinese spy.英伟达周日表示，已对公司首席执行官兼联合创始人黄仁勋展开调查。此前，黄仁勋向公司董事会承认，他曾与一名企业高管发生亲密关系，而美国情报部门认定，该女子是中国间谍。Mr. Huang’s relationship with the woman, who goes by Alice Huang, became a U.S. government concern after surveillance revealed that she was feeding information directly to Beijing. The revelation raised troubling possibilities because Mr. Huang is one of the most powerful figures in the A.I. revolution as well as an influential ally of President Trump.这名女子名叫黄乐(音，其英文名为Alice Huang)。美国政府的监控发现，她一直直接向北京提供情报，此后，黄仁勋与她的关系引起了美国政府的关注。这一发现引发了令人不安的种种可能性，因为黄仁勋不仅是人工智能革命中最有影响力的人物之一，也是特朗普总统的重要盟友。In a message to the company, Mr. Huang apologized. “I was unfaithful to my wife,” he said. “My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”黄仁勋在给公司的情况说明中道歉说：“我对妻子不忠。我的行为伤害了她和我们的孩子。我的所作所为没有任何借口。我深感抱歉。”Nvidia’s board said that it had “no reason to believe that either national security or Nvidia secrets were compromised,” but that “the board’s inquiry will examine all available information.” It said Mr. Huang “fully supports the review and has committed to cooperating with it.” The board did not provide more details about the investigation or how long it would take.英伟达董事会表示，“没有理由认为国家安全或英伟达的商业机密受到了损害”，但“董事会的调查将审查所有可获得的信息”。董事会表示，黄仁勋“完全支持此次审查，并承诺予以配合”。董事会没有透露调查的更多细节，也没有说明调查将持续多长时间。Mr. Huang, 63, will continue to lead the company during the investigation, the board said. As a co-founder, he has set up a unique structure at Nvidia where he dictates all aspects of its business while overseeing some 60 people who directly report to him.董事会表示，63岁的黄仁勋将在调查期间继续领导公司。作为联合创始人，他在英伟达建立了一套独特的管理架构，掌控公司业务的方方面面，并直接管理约60名向他汇报的员工。“Today’s news will not slow Nvidia,” said John Rizzo, a company spokesman. “Jensen is committed to continuing to lead Nvidia as C.E.O. without interruption.”“今天的新闻不会拖慢英伟达的步伐，”公司发言人约翰·里佐说。“黄仁勋将继续不受干扰地履行首席执行官职责，领导英伟达。” The New York Times reported last month that American intelligence agencies had discovered that Mr. Huang had developed a close relationship with a Chinese citizen and chip buyer, who U.S. officials concluded was gathering intelligence for Beijing.《纽约时报》上个月报道，美国情报机构发现，黄仁勋与一名中国公民建立了密切关系。此人从事芯片采购业务，美国官员认定她正在为北京搜集情报。The chip buyer was Ms. Huang or Huang Le, whose biography said she worked in China as a TV reporter before becoming a top executive at a Singapore-based data center company that had become one of Nvidia’s biggest customers in Southeast Asia. It bought more than $4.8 billion in chips since June 2024.这名芯片采购商就是黄乐。据她的个人履历介绍，她曾在中国担任电视记者，之后成为一家总部位于新加坡的数据中心公司的高管。这家公司后来成为英伟达在东南亚最大的客户之一，自2024年6月以来购买了价值超过48亿美元的芯片。Nvidia has continued doing business with Ms. Huang’s company, Megaspeed, even after The Times reported last year that the Commerce Department was investigating whether the company was helping China smuggle restricted A.I. chips. (Mr. Huang and Ms. Huang are not related.)这家公司名为Megaspeed。去年，《纽约时报》曾报道，美国商务部正在调查Megaspeed是否协助中国走私受到出口限制的人工智能芯片，但英伟达此后仍继续与该公司开展业务。Nvidia and Mr. Huang initially said there was nothing problematic or unusual about his relationship with Ms. Huang. In an interview with Bloomberg News last month, he said that his interactions with Ms. Huang had been “related to Megaspeed, and it was all completely normal and not unusual.”英伟达和黄仁勋最初坚称，他与黄乐的关系没有任何问题，也没有任何不寻常之处。上个月接受彭博新闻社采访时，黄仁勋表示，他与黄乐的往来“都与Megaspeed有关，完全正常，没有什么特别之处”。The relationship and affair are a rare misstep for Mr. Huang.这段关系和婚外情对黄仁勋来说是罕见的一次失误。Over the past three years, he could do no wrong. His chipmaker, which makes the technology to build artificial intelligence, grew into one of the world’s most valuable companies and the engine of the data center boom powering the U.S. economy. Mr. Trump became an ally and invited him on Air Force One. He started being followed by autograph-seeking throngs at events. And his black leather jackets, which he wears daily, became collectors’ items.过去三年里，黄仁勋可谓顺风顺水。他领导的芯片公司生产用于构建人工智能系统的关键技术，发展为全球市值最高的企业之一，也成为推动美国经济的数据中心建设热潮的核心力量。特朗普与他结为盟友，还邀请他乘坐“空军一号”总统专机。每逢出席活动，会有大批人群追着他索要签名。他每天穿着的黑色皮夹克也成了收藏者追捧的物品。As his business boomed, Mr. Huang moved his family to the center of it. Spencer, his son, is a director of product management who plays a leading role in the company’s robotics efforts. Madison, his daughter, is a senior director of product marketing, also works in robotics and on the company’s communications and marketing efforts. His son-in-law, Nico Caprez, is on the company’s business development team.随着业务蓬勃发展，黄仁勋也让家人进入了公司的核心业务领域。他的儿子斯宾塞担任产品管理总监，在公司的机器人业务中发挥主导作用。女儿麦迪逊是产品营销高级总监，同样参与机器人业务，并负责公司的传播和营销工作。他的女婿尼科·卡普雷斯则在公司的业务拓展团队任职。Mr. Huang has credited his wife, Lori, whom he married in 1985, with making it possible for him to build the company. They met when he was a teenage engineering student at Oregon State University. She was one of three women in a 250-person engineering lab. Mr. Huang, who had skipped two grades of high school, arranged to be in her lab group and tried to impress her with his intellect.黄仁勋曾表示，自己创业成功离不开妻子洛丽的支持。两人于1985年结婚，最初相识时，黄仁勋还是俄勒冈州立大学一名十几岁的工程系学生。当时，在一个有250人的工程实验室里只有三名女生，洛丽就是其中之一。高中曾跳过两级的黄仁勋设法与她分到同一个实验小组，并试图用自己的聪明才智打动她。“I know I look like a child and therefore her first impression of me is that I’m pretty smart,” Mr. Huang said during a 2024 discussion about his career at Hong Kong University of Science and Technology. “I walked up to her and said, ‘Do you want to see my homework?’ Then I made her a promise: ‘If you do homework with me every Sunday, I promise you, you’ll get straight A’s.’”“我知道我看起来像个孩子，所以她对我的第一印象是我很聪明，”2024年，黄仁勋在在香港科技大学谈起自己职业生涯时说。“我走到她面前说：‘你想看我的作业吗？’然后我向她承诺：‘如果你每周日都和我一起做作业，我保证，你肯定全拿A。’”Mr. Huang also promised her that by the age of 30 he would be the chief executive of a company. He fulfilled that promise when he co-founded Nvidia in 1993 soon after he turned 30.黄仁勋还向她承诺，到30岁时他会成为一家公司的首席执行官。1993年，他刚满30岁不久便联合创立了英伟达，兑现了这个承诺。“Lori took care of everything and I don’t remember her complaining one time,” Mr. Huang said on the podcast “How I Built This.” “That’s the gift that she gave me.”黄仁勋在播客“我是如何打造这一切的”中说：“洛丽照顾一切事情，我不记得她曾抱怨过一次。这是她送给我的礼物。”The U.S. government, which had been investigating Megaspeed for possibly steering advanced Nvidia A.I. chips to China, began its surveillance of Ms. Huang more than a year ago. In the course of the surveillance, they found that she was in communication with a U.S. citizen who was identified as Mr. Huang.美国政府一直在调查Megaspeed是否可能将英伟达先进人工智能芯片转运到中国，一年多前开始对黄乐进行监视。在监视过程中，他们发现她与一名被确认为黄仁勋的美国公民有通信。Officials who had seen that intelligence said they were certain the relationship was romantic. That undercut Nvidia’s original misleading statements to The Times and others over the course of the last year about the nature of Mr. Huang’s relationship with Ms. Huang.看过该情报的官员说，他们确信两人之间存在恋爱关系。这削弱了英伟达过去一年向《纽约时报》和其他方面就黄仁勋与黄乐关系性质所作的最初误导性声明。Mr. Trump was briefed roughly a year ago that the U.S. intelligence community had been electronically surveilling Ms. Huang.大约一年前，特朗普被告知美国情报界一直在对黄乐进行电子监视。This past spring, Secretary of State Marco Rubio oversaw the drafting of a highly classified memo detailing intelligence showing that Alice Huang was recruited by the Chinese Ministry of State Security to target Mr. Huang. That memo was circulated not long before the president’s trip to China earlier this year.今年春天，国务卿鲁比奥监督起草了一份高度机密备忘录，详细说明情报显示黄乐被中国国家安全部招募来针对黄仁勋。该备忘录在今年早些时候总统访华前不久被传阅。As news about the U.S. surveillance of Ms. Huang broke, Mr. Huang’s room to maneuver all but disappeared. Congress wanted him to testify, probably under oath, and reporting on the surveillance raised the possibility that U.S. intelligence knew the nature of his relationship with Ms. Huang.随着美国监视黄乐的新闻曝光，黄仁勋的回旋余地几乎消失。国会希望他作证——很可能是宣誓作证——而有关监视的报道让人更加相信，美国情报部门可能已经知晓他与黄乐关系的性质。There was also pressure on Nvidia’s board. In a social media post last month, Senator Elizabeth Warren, the Massachusetts Democrat who is the ranking member on the Senate Banking Committee, which oversees chip sales abroad, said that Mr. Huang and the company’s board “owe Congress answers” about his relationship with the spy.英伟达董事会也面临压力。上个月，马萨诸塞州民主党参议员、负责监督海外芯片销售的参议院银行委员会资深成员伊丽莎白·沃伦在社交媒体帖子中说，黄仁勋和公司董事会“有义务向国会解释”他与这名间谍之间的关系。Megaspeed was formed in 2023, when a Chinese online gaming company split off its Singaporean subsidiary. Shortly before, the U.S. government had issued its first broad ban on selling A.I. chips to China. Ms. Huang was listed as Megaspeeed’s managing director when it was created, and later described herself as its chief executive.Megaspeed成立于2023年，当时一家中国网络游戏公司将其新加坡子公司剥离出来。不久之前，美国政府首次发布对华出售人工智能芯片的广泛禁令。公司成立时，黄乐被列为Megaspeed的董事总经理，后来她自称该公司首席执行官。Information on Ms. Huang’s background is largely absent from the Chinese internet, but according to an online biography, she worked at several major Chinese banks. She then joined a Shanghai-based fund that has ties to wealthy investors and technology companies with data center projects in China, according to a review of corporate and trade records compiled by the platforms WireScreen and Sayari, and an analysis by the Center for Advanced Defense Studies, a Washington nonprofit.中国互联网上基本没有黄乐的背景信息，但根据一份网上简历，她曾在几家中国大型银行工作。根据WireScreen和Sayari平台汇编的公司和贸易记录，以及华盛顿非营利组织高级国防研究中心的分析，她随后加入了一家总部位于上海的基金，该基金与富有投资者和在中国有数据中心项目的科技公司有联系。That network of companies has helped to build a massive data center outside Shanghai that caters to the Chinese company Tencent. It also has financial links to the Chinese military establishment, through an investment in a cybersecurity subsidiary of China Electronics Technology Group, one of the country’s largest makers of military technology.该网络中的公司帮助在上海郊外建设了一个大型数据中心，服务于中国公司腾讯。它还通过对中国电子科技集团一家网络安全子公司的投资，与中国军工体系产生了财务联系；中国电子科技集团是中国最大的军事技术制造商之一。As Megaspeed’s chip purchases rolled in, Mr. Huang and Ms. Huang began spending time together. In June 2024, he joined her at a bar in Taipei after a local technology trade show. They drank whiskey alongside other A.I. executives. A year later, they dined at a restaurant in Taipei with other executives. Taiwanese media captured her giving him a kiss on the cheek and standing behind him as he spoke to journalists.随着Megaspeed的芯片采购不断到来，黄仁勋和黄乐开始共处。2024年6月，在台北一场当地科技贸易展结束后，二人在台北一家酒吧见面。他们与其他人工智能高管一起喝威士忌。一年后，他们与其他高管在台北一家餐厅用餐。台湾媒体拍到她亲吻他的脸颊，以及他接受记者采访时她站在他身后的画面。Their relationship became a preoccupation in Washington, where officials were already alarmed by the large volume of Megaspeed’s purchases.他们的关系成为华盛顿的关注焦点，此前官员们已经对Megaspeed的大量采购感到警觉。“This is a classic move from the CCP’s playbook — and another example of why it can never be trusted,” Representative Michael McCaul, a Republican of Texas who is the vice chair of the House Committee on Homeland Security, wrote on social media, referring to the Chinese Communist Party. “The U.S. should immediately pause the shipment of advanced AI chips to China until we can get to the bottom of this incident and ensure our national security is not being undermined.”“这是CCP惯用伎俩的典型手段——也是它为何永远不可信任的又一例证，” 得克萨斯州共和党众议员、众议院国土安全委员会副主席迈克尔·麦考尔在社交媒体上写道，他指的是中国共产党。“美国应立即暂停向中国出口先进的人工智能芯片，直到我们查明此事的真相，并确保我们的国家安全不受损害。”孟建国(Paul Mozur)对本文有报道贡献。Tripp Mickle报道英伟达、谷歌和苹果等全球最大的科技公司。他也报道整个科技行业的趋势，包括裁员、生成式AI和机器人出租车等。Maggie Haberman是《纽约时报》白宫记者，报道特朗普总统。Jonathan Swan是《纽约时报》白宫记者，报道特朗普总统。Julian E. Barnes为《纽约时报》报道美国情报机构和国际安全事务。他撰写安全相关议题已有20余年。Ana Swanson报道贸易和国际经济新闻，常驻华盛顿。她从事新闻工作已超过十年。翻译：纽约时报中文网点击查看本文英文版。