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Nvidia CEO 黄仁勋婚外情丑闻持续发酵:事件时间线

原标题:The unfolding Jensen Huang scandal: a timeline

TechCrunch 汇总黄仁勋丑闻的倒序时间线:黄仁勋承认与 Megaspeed 高管 Alice Huang 有婚外情,美国官员认为后者是中国间谍;纽约时报还报道他与直接下属、医疗副总裁 Kimberly Powell 有染。华尔街日报报道 Nvidia 董事会正准备罢免黄仁勋,国会计划传唤他,其承认出轨后 Nvidia 股价下跌超过 5%。

为什么值得看

以倒序时间线梳理黄仁勋婚外情与疑似间谍事件的完整脉络,可帮助读者快速掌握各方调查与董事会动向。

阅读原文 ↗11月12日 AI 日报

本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体,原文版权归原作者所有。

深度解读

发生了什么

Nvidia 联合创始人兼 CEO 黄仁勋承认婚外情,事件从个人丑闻迅速演变为公司治理与国家安全危机。2026 年 11 月 8 日,他在致 Nvidia 员工的信中写道「我对妻子不忠」,并表示「没有任何借口」。信中还称董事会已启动独立调查,他将全力配合。次日 Nvidia 股价下跌超过 5%。

丑闻的安全维度来自新加坡 AI 基础设施公司 Megaspeed 的高管 Alice Huang(与中国无关,系华人公民)。美方官员认为她是中国间谍。2026 年春,一份由国务卿卢比奥监督起草的机密备忘录在政策制定者间流传,警告这一关系;特朗普在 2025 年底已听取相关情报简报,但未采取行动。

关键细节

  • 11 月 11 日,纽约时报援引五名 Nvidia 员工报道称,黄仁勋还与直接向他汇报的医疗健康副总裁 Kimberly Powell 有婚外关系;Nvidia、黄仁勋和 Powell 均未证实。同日华尔街日报报道董事会准备罢免黄仁勋,股价盘后下跌。
  • 三名共和党委员会主席要求黄仁勋参加闭门简报,众议院中国委员会主席穆伦纳尔表示若拒绝将可能发出传票;黄仁勋已退出 ElevenLabs Summit 和 Anthropic CEO Forum 的演讲。
  • The Information、彭博和金融时报的报道显示,Alice Huang 及其家族在中国和新加坡建立了获取芯片的公司网络,其中上海世纪立同于 2023 年创立并成为 Nvidia 优选云合作伙伴,据报经手 75 亿美元芯片采购,包括被禁芯片。Nvidia 首席律师 Tim Teter 曾在 2025 年干预针对 Megaspeed International 的政府调查。
  • 特朗普 11 月 8 日表态支持,称黄仁勋是「好人」,认为他应继续留任。

为什么重要

这起事件发生在美中 AI 军备竞赛的背景下。Nvidia 是全球最大的 AI 芯片制造商之一,但其最强大的芯片对华销售受到美国政府限制。Megaspeed 自 2025 年 10 月起同时受到美国和新加坡调查,被指帮助包括阿里巴巴在内的中国企业绕过出口管制;商务部官员 2024 年在 Megaspeed 位于马来西亚的数据中心发现大量仍装箱的 Nvidia 设备。国会方面明确表示,调查目的是确定「美国国家安全在多大程度上被置于危险之中」。

对谁有影响

  • Nvidia 员工、股东与董事会:独立调查进行中,CEO 去留悬而未决。
  • 黄仁勋本人:面临国会传票和被罢免的可能。
  • Kimberly Powell:被未证实的报道点名,其所在的医疗健康业务线受波及。
  • 整个 AI 芯片行业:在新加坡、马来西亚、中国等地运营的客户和出口管制合规将面临更严格的审视。
全文翻译

以下翻译只覆盖原文的前一部分,其余内容请看下方原文。

英伟达联合创始人兼首席执行官黄仁勋从未像 OpenAI 的山姆·奥特曼或 SpaceX 的埃隆·马斯克等 AI 领袖那样张扬或充满争议。如今,这位 63 岁的行业巨头承认他在一段长达 40 年的婚姻中出轨,这一事件可能不仅影响黄仁勋的个人生活,还可能波及国家安全。

美国官员认为,黄仁勋可能的浪漫对象、Megaspeed 的高管爱丽丝·黄(Alice Huang)是一名向中国北京传递信息的中国间谍。(爱丽丝·黄是中国公民,与黄仁勋并无亲属关系。)

据报道,这家总部位于新加坡的 AI 基础设施公司在过去两年里购买了价值 48 亿美元的英伟达芯片。美国和之前都曾对 Megaspeed 展开调查,怀疑该公司非法向中国分享芯片。据《泰晤士报》报道,司法部已接管对该公司的联邦调查。

周三,故事出现了新的转折。《泰晤士报》援引五位在英伟达工作的人士报道称,黄仁勋还与医疗保健副总裁金伯利·鲍威尔(Kimberly Powell)发生了婚外情,而鲍威尔直接向向他汇报。英伟达、黄仁勋和鲍威尔均未证实该报道。据称,当《泰晤士报》记者联系黄仁勋时,他挂断电话前表示:“我认为你不应该直接跟我谈话。”

与此同时,《华尔街日报》报道,英伟达董事会正准备将黄仁勋罢免,英伟达股价在盘后交易中下跌。

中美两国正陷入一场激烈的技术军备竞赛,旨在构建最先进的 AI 基础设施,这将塑造两国的经济未来、军事实力以及创新能力。作为全球最大的 AI 芯片制造商之一,英伟达在这一竞争中具有重要价值,因为 AI 芯片对于加速 AI 发展至关重要。但作为一家美国公司,英伟达受到政府限制,不得向中国企业出售其最强大的芯片。

随着争议的不断发酵,我们正在整理最相关的事件,按时间倒序排列成时间线,以便您及时了解最新动态。

2026 年 11 月 11 日:英伟达股价下跌,据报道董事会准备罢免 CEO 黄仁勋

2026 年 11 月 11 日:《纽约时报》称黄仁勋还与一名向其汇报的英伟达高管有染

《纽约时报》报道称,黄仁勋还与英伟达医疗保健副总裁金伯利·鲍威尔(Kimberly Powell)有染,鲍威尔直接向首席执行官汇报。

据报道,今年早些时候在一次会议期间,黄仁勋和鲍威尔在一家酒店被拍到“举止亲密”。

2026 年 11 月 11 日:国会计划传唤黄仁勋就其与所谓中国间谍的婚外情回答问题

黄仁勋未回应三位共和党众议员要求其出席闭门简报会并就其与所谓中国间谍的婚外情接受提问的请求。众议院中国问题委员会主席穆勒纳尔(Moolenaar)周三在福克斯商业频道表示,如果黄仁勋不同意参加简报会,他很可能将被传票传唤。

2026 年 11 月 9 日:黄仁勋退出多个演讲活动

英伟达 CEO 退出了 ElevenLabs 峰会和 Anthropic CEO 论坛上的即将举行的演讲活动。

2026 年 11 月 9-10 日:关于英伟达与所谓间谍之间业务关系的细节浮出水面

据报道,爱丽丝·黄及其家人在中国和新加坡建立了一个公司网络以获取英伟达芯片,包括创立了一家名为上海世纪立通的中国公司。该公司成立于 2023 年,成为英伟达首选的云合作伙伴,从而获得芯片的优先访问权,The Information 报道。The Information 还报道说,上海世纪立通促成了价值 75 亿美元的英伟达芯片购买,其中包括被禁售的芯片。

据Bloomberg 报道,英伟达首席律师蒂姆·特特(Tim Teter)介入了一起 2025 年美国政府对 Megaspeed International 涉嫌走私 AI 芯片的调查。特特联系了商务部副部长杰弗里·凯斯勒(Jeffrey Kessler),询问特朗普政府是否在拘留爱丽丝·黄一事中发挥了作用。

据《金融时报》报道,2025 年初,爱丽丝·黄和商业伙伴为亚洲数据中心寻求中国投资者,并承诺他们在获取 GPU 方面没有问题。

2026 年 11 月 8 日:特朗普支持英伟达 CEO,称其为“好人”

周日晚上,特朗普总统发表意见谈及黄仁勋的争议事件,并表示支持英伟达 CEO。

“我还没有和他谈过这件事。我只是知道他是个体面的人,但你永远不知道发生了什么,”特朗普说。

当被问及黄仁勋是否应继续担任英伟达的首席执行官时,特朗普说:“我认为应该。哦,是的,当然。”

2026 年 11 月 8 日:黄仁勋在向英伟达员工的公开信息中承认出轨;英伟达董事会开始调查

黄仁勋在写给英伟达员工的信中——该信也作为新闻稿发布——承认自己背叛了妻子。

“我欠我的家人和你们所有人一个道歉,”黄仁勋对他的员工说。“我对妻子不忠。我的行为伤害了她和我们的孩子。我所做的一切都没有借口。我深感抱歉。”

黄仁勋在信息中没有提及爱丽丝·黄的名字,但将他的不忠行为与“新闻报道中提出的国家安全担忧”联系起来。

“英伟达董事会已启动独立调查。我支持调查并将全力配合。我爱我们的国家和公司。我致力于保护英伟达并支持美国的国家安全。我为自己是美国人而感到自豪和感激,”黄仁勋写道。

次日,英伟达股价下跌超过 5%。

2026 年 11 月 5 日:三位共和党委员会主席要求黄仁勋进行闭门简报

三位共和党国会议员——众议院中国特别委员会主席约翰·穆勒纳尔(John Moolenaar)、众议院外交事务委员会主席布莱恩·马斯特(Brian Mast)以及众议院常设情报特别委员会主席里克·克劳福德(Rick Crawford)——向黄仁勋发出请求,要求与他们三个委员会举行闭门联合简报会。

“最近的报道引发了关于[中华人民共和国]获取敏感美国技术和信息的重大国家安全担忧,”这些主席写道。“中华人民共和国渗透和获取尖端美国技术的问题是我们这三个委员会本届国会调查工作的核心。国会确定美国国家安全在多大程度上处于风险之中至关重要。”

2026 年 10 月 29 日:黄仁勋公开被发现与疑似中国间谍发展出“密切关系”

美国官员已经调查爱丽丝·黄和 Megaspeed 一年多,直到《纽约时报》在 10 月底爆出这两位高管也有密切关系的消息。

英伟达发言人否认这种关系有什么不寻常之处。

“黄仁勋与黄女士的互动并不罕见或出乎意料。与客户开会是 CEO 的工作的一部分;黄仁勋每年与数千名客户高管交谈,”英伟达发言人约翰·里佐(John Rizzo)说。他补充道,“如果美国政府认为任何人对美国工业构成威胁,他们会通知我们。”

2026 年春季:特朗普政府内部流传一份关于英伟达 CEO alleged 与中国间谍关系的秘密备忘录

美国政策制定者之间流传着一份秘密备忘录,警告称与黄仁勋有关系的美速(Megaspeed)的爱丽丝·黄是中国国家安全部的间谍。这份备忘录直到后来才被《纽约时报》报道后才为人所知。

国务卿马尔科·卢比奥(Marco Rubio)监督了该备忘录的起草工作。

2025 年底:特朗普获知美国监视爱丽丝·黄及其与英伟达 CEO 关系的简报,但未采取行动

根据《纽约时报》的报道,大约在同一时间,美国总统唐纳德·特朗普获悉了有关可能为中国间谍的爱丽丝·黄与黄仁勋形成密切关系的情报发现。特朗普并未对此信息采取行动。

作为特朗普的盟友,英伟达 CEO 曾反复倡导美国政府允许英伟达扩大在华业务。

2025 年 10 月:美国和英国各自调查 Megaspeed 是否存在可能的中国出口违规行为

Megaspeed 于 2025 年 10 月被确认正在接受美国和英国政府的调查。作为英伟达的客户,Megaspeed 被怀疑帮助中国公司绕过美国对芯片出口的禁令。

据《泰晤士报》报道,这家使用英伟达芯片的新兴云服务商一直在向中国互联网巨头阿里巴巴和其他中国公司出租计算能力。一位曾在 2024 年视察 Megaspeed 马来西亚数据中心的商务部官员发现了一堆仍包装在箱子里的英伟达设备,担心这些设备被直接运往其他地方,如中国,而不是安装并作为云服务销售。

早在 2024 年,黄仁勋就被发现在台湾与 Megaspeed 高管爱丽丝·黄社交,而黄仁勋正是在台湾出生的。

这些针对 Megaspeed 的调查凸显了对英伟达追踪其芯片出口程度的担忧。当时,英伟达发言人告诉媒体,公司没有理由相信产品已被转移。

“本周早些时候,英伟达再次走访了多个 Megaspeed 站点,并确认了我们之前观察到的情况——Megaspeed 正在运营一个小型商业云,就像世界上许多其他公司一样,这是美国允许的。

查看原文

Nvidia co-founder CEO Jensen Huang has never been as flashy or controversy-prone as AI leaders like OpenAI’s Sam Altman or SpaceXAI’s Elon Musk. Now, the 63-year-old industry kingpin has admitted that he cheated on his wife of 40 years in an affair that could have ramifications beyond Huang’s personal life and potentially impact national security.

United States officials believe that Huang’s likely romantic interest, Megaspeed executive Alice Huang, is a Chinese spy who has been feeding information back to Beijing. (Alice Huang, a Chinese citizen, is of no relation to Jensen Huang.)

Megaspeed, a Singapore-based AI infrastructure company, had reportedly purchased $4.8 billion in Nvidia chips over the last two years. The U.S. and Singapore have both previously investigated Megaspeed over suspicions that the firm was illegally sharing chips with China. The Justice Department has since taken over the federal investigation into the company, the Times has reported.

The story took a sudden new turn on Wednesday. Citing five people who worked at Nvidia, the Times reported that Huang also had an extramarital relationship with Kimberly Powell, the company’s vice president of health care, who reports directly to him. Nvidia, Huang and Powell have not confirmed the report. Reached by a Times reporter, Huang reportedly said, “I don’t think you should be talking to me directly,” before hanging up.

Separately, the Wall Street Journal reported that Nvidia’s board is preparing to oust Huang, and Nvidia’s shares fell in after-hours trading.

The U.S. and China are embroiled in a fierce technological arms race to build the most advanced AI infrastructure, which could shape each country’s economic future, military prowess, and capacity for innovation. Nvidia is valuable in this competition as one of the world’s largest makers of AI chips, which are essential for accelerating AI development. But as an American company, Nvidia faces government restrictions on the sale of its most powerful chips to Chinese entities.

As the controversy unfolds, we are organizing the most relevant events into a reverse-chronological timeline to keep you up to date.

November 11, 2026: Nvidia’s stock drops as board reportedly preps to oust CEO Jensen Huang

November 11, 2026: Huang also had an affair with an Nvidia executive who reports to him, NYT says

The New York Times reported that Jensen Huang also had an affair with Nvidia vice president of healthcare Kimberly Powell, who reports directly to the CEO.

According to the report, Huang and Powell were captured on film “being affectionate” at a hotel during a conference earlier this year.

November 11, 2026: Congress plans to subpoena Huang to answer questions about affair

Huang has not responded to a request from three Republican congressman to appear for a closed-door briefing for questioning about his affair with an alleged Chinese spy. House China committee Chairman Moolenaar said Wednesday on Fox Business that if Huang doesn’t agree to the briefing, he’ll likely be subpoenaed.

November 9, 2026: Huang pulls out of various speaking engagements

The Nvidia CEO pulled out of upcoming speaking engagements at the ElevenLabs Summit and Anthropic CEO Forum.

November 9-10, 2026: Details emerge about the business relationships between Nvidia and the alleged spy

Alice Huang and her family reportedly built a network of companies in China and Singapore to acquire Nvidia chips, including founding a Chinese company called Shanghai Century Litong. Founded in 2023, it became an Nvidia-preferred cloud partner, giving it priority access to chips, The Information reported. The Information also reported that Shanghai Century Litong facilitated buying $7.5 billion worth of Nvidia’s chips, including banned chips.

Nvidia’s head lawyer, Tim Teter, intervened in a 2025 U.S. government probe surrounding the suspected smuggling of AI chips by Megaspeed International, Bloomberg reported. Teter contacted Commerce Under Secretary Jeffrey Kessler asking questions about whether the Trump administration played a role in detaining Alice Huang.

In early 2025, Alice Huang and a business partner sought China-based investors for an Asian data center, promising they had no problem in securing GPUs, the Financial Times reported.

November 8, 2026: Trump shows support for Nvidia CEO, calls him a “fine person”

On Sunday night, President Trump weighed in on Huang’s controversy and showed support for the Nvidia CEO.

“I have not spoken to him about it. I just know he’s a fine person, but you never know what’s going on,” Trump said.

When asked if Huang should remain chief of Nvidia, Trump said, “I think so. Oh yeah, sure.”

November 8, 2026: Huang admits to affair in public message to Nvidia employees; Nvidia board of directors begins investigation

Jensen Huang wrote in a letter to Nvidia employees — which was also published as a press release — that he cheated on his wife.

“I owe my family and all of you an apology,” Huang told his company. “I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”

Huang did not mention Alice Huang by name in the message, but linked his infidelity to “the national security concerns raised in news reports.”

“Nvidia’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting Nvidia and supporting America’s national security. I am proud and grateful to be an American,” Huang wrote.

Nvidia shares slid over 5% the following day.

November 5, 2026: Three Republican committee chairmen ask Huang for closed-door briefing

Three Republican congressmen — Chairman John Moolenaar of the House Select Committee on China, Chairman Brian Mast of the House Foreign Affairs Committee, and Chairman Rick Crawford of the House Permanent Select Committee on Intelligence — sent a request to Huang for a closed-door joint briefing with their three committees.

“Recent reports raise significant national security concerns regarding the [People’s Republic of China]’s access to sensitive U.S. technology and information,” the chairmen wrote. “The issue of PRC infiltration and access to cutting-edge U.S. technology is core to the investigative work of our three committees this Congress. It is vital that Congress determines the extent to which U.S. national security has been placed at risk.”

October 29, 2026: Jensen Huang publicly revealed to have developed ‘close relationship’ with suspected Chinese spy

U.S. officials had been investigating Alice Huang and Megaspeed for more than a year when the New York Times broke the story in late October that the two executives also had a close relationship.

An Nvidia spokesperson denied that this relationship was something out of the ordinary.

“Jensen’s interactions with Ms. Huang are not unusual or unexpected. Meetings with customers are part of a CEO’s job; Jensen talks with thousands of customer executives every year,” Nvidia spokesperson John Rizzo said. He added that “if the U.S. government believes that any person is a threat to American industry, it would let us know.”

Spring 2026: A secret memo circulates in the Trump administration about Nvidia CEO’s alleged relationship with Chinese spy

U.S. officials circulated a secret memo among policymakers that warned that Megaspeed’s Alice Huang, who had a relationship with Jensen Huang, was a spy for China’s Ministry of State Security. This memo was not public knowledge until it was later reported by the New York Times.

Secretary of State Marco Rubio supervised the drafting of the memo.

Late 2025: President Trump briefed on U.S. surveillance of Alice Huang and her relationship to Nvidia CEO but does not take action

Around the same time, per the New York Times’ report, U.S. President Donald Trump was briefed about intelligence findings that possible Chinese spy Alice Huang had formed a close relationship with Jensen Huang. Trump did not act on this information.

The Nvidia CEO, an ally of Trump, has repeatedly advocated for the U.S. government to let Nvidia expand its business in China.

October 2025: U.S. and Singapore each investigate Megaspeed over possible Chinese export violations

Megaspeed was confirmed to be under investigation by both the U.S. and Singaporean governments in October 2025. As a customer of Nvidia, Megaspeed was suspected of helping Chinese companies get around American embargoes on chip exports.

Megaspeed, a neocloud that used Nvidia chips, had been renting computing power to Chinese internet giant Alibaba and other Chinese companies, the Times reported. A Commerce Department official who had visited Megaspeed’s data center in Malaysia in 2024 had found a hoard of Nvidia equipment that was still packed in boxes and the concern was that this equipment was being directly shipped somewhere else, like China, rather than installed and sold as a cloud service.

Jensen Huang had been spotted socializing with Megaspeed executive Alice Huang as early as 2024 in Taiwan, where the Nvidia CEO was born.

These investigations into Megaspeed highlighted concerns about the degree to which Nvidia is able to track its chip exports. At the time, an Nvidia spokesperson told press that the company did not have “any reason to believe products had been diverted.”

“NVIDIA visited multiple Megaspeed sites yet again earlier this week and confirmed what we previously observed — Megaspeed is running a small commercial cloud, like many other companies throughout the world, as allowed by U.S. export control rules,” the Nvidia spokesperson said at the time.

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