#黄仁勋因婚外情致歉，英伟达启动独立调查
Damn! 🤪
The whole world is lining up for GPUs. This time, Huang got in line first for an apology—and an investigation.
On November 8, he wrote a letter to the company admitting he had been unfaithful to his wife and hurt his family, saying there was no excuse. Reports named the other person as Huang Le, a former executive at a Singapore company. U.S. intelligence agencies suspect she passed information to China. They share the surname Huang but are not related. The letter didn’t name her. The board said there’s currently no reason to believe company secrets or U.S. national security information had been taken, but it would still investigate, with independent directors and outside lawyers. Huang will remain CEO, and the company says this won’t slow Nvidia down.
Very Huang. He owned up to the family matter. He didn’t give up his position. And he probably won’t take off the leather jacket either. 🤭
The market used to price chips on Huang’s say-so. Tonight, the chip is still the same chip, and the factories won’t stop because of an apology letter. But what needs repricing is that word: trust. When trust needs an investigation committee to maintain it, the premium will start to fade. It may not crash, but the idea that one word from Huang determines supply and demand just isn’t worth as much as it used to be.
Don’t rush to price all the gossip in as bad news, and don’t treat “no leaks found so far” as a closed case. Until the investigation is complete, both sides are just bets placed in advance. There are only two things to watch: whether anything was taken, and whether Washington will use this to tighten the screws another notch on chips sold to China.
The coins in your hands that depend on computing power to survive are breathing Nvidia’s air. There’s a speck of dust in that air today. It won’t stop production, but it will discount the business of “trusting this guy.”
The leather jacket can stay on. The story can’t be sold at full price anymore. 😀😀😀
Damn! 🤪
The whole world is lining up for GPUs. This time, Huang got in line first for an apology—and an investigation.
On November 8, he wrote a letter to the company admitting he had been unfaithful to his wife and hurt his family, saying there was no excuse. Reports named the other person as Huang Le, a former executive at a Singapore company. U.S. intelligence agencies suspect she passed information to China. They share the surname Huang but are not related. The letter didn’t name her. The board said there’s currently no reason to believe company secrets or U.S. national security information had been taken, but it would still investigate, with independent directors and outside lawyers. Huang will remain CEO, and the company says this won’t slow Nvidia down.
Very Huang. He owned up to the family matter. He didn’t give up his position. And he probably won’t take off the leather jacket either. 🤭
The market used to price chips on Huang’s say-so. Tonight, the chip is still the same chip, and the factories won’t stop because of an apology letter. But what needs repricing is that word: trust. When trust needs an investigation committee to maintain it, the premium will start to fade. It may not crash, but the idea that one word from Huang determines supply and demand just isn’t worth as much as it used to be.
Don’t rush to price all the gossip in as bad news, and don’t treat “no leaks found so far” as a closed case. Until the investigation is complete, both sides are just bets placed in advance. There are only two things to watch: whether anything was taken, and whether Washington will use this to tighten the screws another notch on chips sold to China.
The coins in your hands that depend on computing power to survive are breathing Nvidia’s air. There’s a speck of dust in that air today. It won’t stop production, but it will discount the business of “trusting this guy.”
The leather jacket can stay on. The story can’t be sold at full price anymore. 😀😀😀
