原标题：The unfolding Jensen Huang scandal: a timeline
Nvidia 联合创始人黄仁勋于 2026 年 11 月 12 日辞任 CEO，此前他承认婚外情，其中包括与被美方官员认为是中国间谍的 Megaspeed 高管 Alice Huang 的关系。CFO Colette Kress 出任临时 CEO，黄仁勋确认将在感恩节前到国会作证，Reuters 又报道他与另一名未具名 Nvidia 员工存在第三段婚外情。
按时间线梳理黄仁勋辞职全过程，把个人丑闻、芯片出口调查与国会传票的关联串在一起，便于看清事件走向。
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。
Nvidia 联合创始人黄仁勋在婚外情与国家安全疑云的双重风波中辞任 CEO。据 Nvidia 向 SEC 提交的文件，董事会于周三接受了他的辞职，现任 CFO Colette Kress 出任临时 CEO，同时继续履行 CFO 职责，公司还将启动更大范围的搜索以确定正式继任者。
事件推进迅速：11 月 8 日，黄仁勋向员工公开信中承认出轨；随后媒体陆续披露更多婚外情报道，到 11 月 12 日他已离开 CEO 职位。
Nvidia 作为全球最大的 AI 芯片制造商之一，处于美中 AI 技术竞赛的核心，且作为美国公司受限于向中国实体出售其最强芯片的管制。CEO 与疑似中国情报人员之间的 alleged 关联，将国家安全与出口管制问题直接推到了这家公司的最高层。
风波还暴露了 Nvidia 芯片经中介流入中国的路径：据 The Information 报道，Alice Huang 家族创立的上海世纪利通促成了 75 亿美元的芯片采购，其中包括被禁芯片；据彭博报道，Nvidia 首席法务官 Tim Teter 曾介入 2025 年政府针对涉嫌芯片走私的调查。
正式 CEO 的遴选、董事会的独立调查和国会作证均未尘埃落定，公司领导层仍处于过渡状态。
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、现任前首席执行官黄仁勋（Jensen Huang）从未像 OpenAI 的山姆·阿尔特曼（Sam Altman）或 SpaceX AI 的埃隆·马斯克（Elon Musk）等 AI 领袖那样张扬或充满争议。如今，这位 63 岁的行业巨头承认自己对结婚 40 年的妻子不忠，其婚外情可能不仅影响黄仁勋的个人生活，还可能波及美国国家安全。
美国官员认为，黄仁勋可能的浪漫对象之一、美速科技（Megaspeed）高管黄爱丽丝（Alice Huang）是一名中国间谍，一直在向北京传递信息。（黄爱丽丝是中国公民，与黄仁勋并无亲属关系。）
美速科技是一家总部位于新加坡的 AI 基础设施公司，据报道在过去两年中购买了价值 48 亿美元的英伟达芯片。美国和过去都曾因怀疑该公司非法向中国分享芯片而调查过美速科技。据《纽约时报》报道，司法部现已接管了对该公司的联邦调查。
周三，故事出现了突然的新转折。《纽约时报》援引五位曾在英伟达工作的人士报道称，黄仁勋还与公司的医疗业务副总裁金伯利·鲍威尔（Kimberly Powell）发生了婚外情，后者直接向黄仁勋汇报。英伟达、黄仁勋和鲍威尔均未证实这一报道。据称，当《纽约时报》记者联系黄仁勋时，他说：“我觉得你不应该直接跟我谈”，随后挂断了电话。
周四清晨，黄仁勋已不再担任他 33 年前联合创立的公司 CEO。随后在周四下午，路透社又抛出一枚重磅炸弹，发布报道称黄仁勋还与另一位未具名的英伟达员工发生了婚外情。
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，英伟达面临政府限制向中国企业出售其最强大芯片的规定。
随着争议不断发酵，我们正在整理最相关的事件，按时间倒序排列成时间线，以便你及时了解最新动态。
在黄仁勋已被英伟达罢免后，我们继续了解到更多关于这位前 CEO 的不利指控。据路透社报道，黄仁勋与另一名未具名的英伟达员工发生了第三段婚外情。
英伟达在周四提交给美国证券交易委员会（SEC）的文件中确认，董事会已于周三接受了黄仁勋的辞职。公司现任首席财务官科莱特·克雷斯将在履行首席财务官职责的同时接任临时 CEO。预计英伟达将开展更大规模的搜索，以确定黄仁勋的永久继任者。
Square Wave Ventures 的管理合伙人、前新思科技（Synopsys）首席执行官哈维·C·琼斯（Harvey C. Jones）被任命为公司历史上首位董事会主席。琼斯自 1993 年起就在英伟达董事会任职。
当天晚些时候，黄仁勋确认他将在感恩节（11 月 26 日）之前的某个时间点前往国会作证。
“正如你们中的一些人已经知道的那样，杰森和我在出口管制问题上存在严重分歧，但英伟达对美国非常重要，”众议院外交事务委员会主席布莱恩·马斯特（Brian Mast）对记者说。“我不想看到英伟达受到任何损害，但他有一些非常严肃的问题需要回答。”
预计这次作证将在闭门会议中进行，但马斯特认为简报会被录音并整理成文字记录。
《纽约时报》报道称，黄仁勋还与英伟达医疗业务副总裁金伯利·鲍威尔（Kimberly Powell）发生了婚外情，后者直接向首席执行官汇报。
据该报道，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”。
黄仁勋尚未回应三位共和党国会议员的要求，即参加闭门简报会，就其与一名涉嫌中国间谍的婚外情接受质询。众议院中国问题特别委员会主席约翰·穆勒纳尔（John 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。
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。
据报道，黄爱丽丝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，《信息》杂志报道。《信息》杂志还报道，上海世纪立通协助购买了价值 75 亿美元的英伟达芯片，包括被禁售的芯片。
据彭博社报道，英伟达的首席律师蒂姆·泰特（Tim Teter）介入了一起 2025 年美国政府对美速国际（Megaspeed International）涉嫌走私 AI 芯片的调查。泰特联系了商务部副部长杰弗里·凯斯勒（Jeffrey Kessler），询问特朗普政府在拘留黄爱丽丝一事中是否发挥了作用。
据《金融时报》报道，2025 年初，黄爱丽丝和商业伙伴为中国投资者寻求亚洲数据中心项目，承诺他们在获取 GPU 方面没有问题。
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这位英伟达 CEO。
“我还没有和他谈过这件事。我只是知道他是个好人，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首席执行官时，特朗普说：“我认为应该。哦，是的，当然。”
黄仁勋在写给英伟达员工的信中——该信也作为新闻稿发布——承认自己对妻子不忠。
“我欠我的家人和你们所有人一个道歉，”黄仁勋对他的公司员工说。“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黄爱丽丝的名字，但将其不忠行为与“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。我为自己是美国人感到自豪和感激，”黄仁勋写道。
次日，英伟达股价下跌超过 5%。
三位共和党国会议员——众议院中国问题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）和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，要求与其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本届国会我们三个委员会调查工作的核心。国会必须确定美国国家安全在多大程度上处于风险之中，这一点至关重要。”
美国官员已对黄爱丽丝和美速科技进行调查一年多，直到《纽约时报》在 10 月底打破故事，称这两位高管也有密切关系。
英伟达发言人否认这种关系有什么不寻常之处。
“杰森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；杰森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是对美国工业的威胁，他们会告诉我们。”
美国官员在政策制定者中传阅了一份秘密备忘录，警告称与黄仁勋有关系的徐爱丽丝（Alice Huang）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》报道才为人所知。
国务卿马尔科·鲁比奥（Marco Rubio）监督了该备忘录的起草工作。
大约在同一时间，根据《纽约时报》的报道
Nvidia co-founder and now former 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 affairs that could have ramifications beyond Huang’s personal life and U.S. national security.
U.S. officials believe that one of Huang’s likely romantic interests, 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 is a Singapore-based AI infrastructure company that 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 New York 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 healthcare, 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.
By early Thursday morning, Huang was no longer CEO of the company he co-founded 33 years ago. Then, Thursday afternoon, Reuters dropped another bombshell, publishing a report alleging that Huang had yet another extramarital affair with another unnamed Nvidia employee.
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.
After Huang was already ousted from Nvidia, we continued to learn more incriminating claims about the former CEO. According to Reuters, Huang had a third affair with an additional, unnamed employee of Nvidia.
Nvidia confirmed in an SEC filing on Thursday that the board accepted Huang’s resignation on Wednesday. The company’s current CFO, Colette Kress, will take over as interim CEO while still fulfilling her CFO duties. Nvidia is expected to conduct a larger search to determine a permanent successor to Huang.
Harvey C. Jones, a managing partner of Square Wave Ventures and former CEO of Synopsys, was appointed as the company’s first-ever chair of the board of directors. Jones has been on Nvidia’s board since 1993.
Later in the day, Huang confirmed that he would testify in Congress at some point before Thanksgiving, which falls on November 26.
“Jensen and I have been very at odds as some of you already know on export controls, but Nvidia is a very important company to the United States of America,” House Foreign Affairs Committee Chairman Brian Mast said to reporters. “I don’t want to see anything hurt in Nvidia, but he has some very serious questions to answer.”
The testimony is expected to take place behind closed doors, but Mast believes the briefing will be recorded and transcribed.
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.
Huang has not responded to a request from three Republican congressmen to appear for a closed-door briefing for questioning about his affair with an alleged Chinese spy. House China Committee Chairman John Moolenaar said Wednesday on Fox Business that if Huang doesn’t agree to the briefing, he’ll likely be subpoenaed.
The Nvidia CEO pulled out of upcoming speaking engagements at the ElevenLabs Summit and Anthropic CEO Forum.
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.
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.”
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.
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.”
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.”
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.
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.
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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2026年11月8日，Nvidia 宣布董事会启动独立调查，由独立董事组成委员会并聘请外部律师，审查 CEO 黄仁勋与 Megaspeed 高管 Alice Huang（黄乐）的关系——黄仁勋在全公司备忘录中承认与她及另外一人存在婚外情，美国情报官员怀疑 Alice Huang 被中国情报机构招募；中方称指控是毫无根据的诽谤，无人被起诉。Megaspeed 被美方怀疑是将受出口管制的 Nvidia 芯片转入中国的后门，其马来西亚关联公司据报在2024年6月至2026年2月间购买了至少价值48亿美元的含 Nvidia 芯片的 AI 硬件；截至7月26日的三个月内 Nvidia 来自中国客户收入79亿美元、约占总收入8%。Nvidia 称未发现国家安全或机密受损迹象，黄仁勋一度暂留任，耶鲁教授 Sonnenfeld 估计其去留约为五五开。随后黄仁勋退出 ElevenLabs Summit 等多个演讲活动；11月12日，任职33年的黄仁勋辞去总裁、CEO 及董事职务，CFO Colette Kress 出任临时 CEO。此后共和党委员会主席传唤其闭门作证，黄仁勋确认感恩节前到国会作证，11月17日财报和11月18日三位众议院主席的闭门简报是关键节点。行业方面，Hugging Face CEO 承诺继续力挺开源 AI；早先报道称 Nvidia 收购 Hugging Face 为129亿美元，后续报道称130亿美元，交易计划于2027年上半年完成，司法部10月已就竞争影响展开问询。早先报道称黄仁勋辞职发生在周四（报道10），后续报道称辞职日为11月12日。
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