Nvidia-ийн ТУЗ Хуаны хувийн харилцаатай холбоотой асуудлыг шалгахаар болсон бөгөөд компанийн хувьцаа даваа гарагт 4 хувиас илүү унав.
Хиймэл оюуны эрин үеийн хамгийн нөлөө бүхий удирдлагуудын нэг Женсен Хуан БНХАУ-ын тагнуулын байгууллагын эх сурвалж гэж АНУ-ын тагнуулын алба дүгнэсэн Сингапурт төвтэй компанийн захирал Алис Хуантай амрагийн харилцаатай байснаа хүлээн зөвшөөрчээ. Үүний дараа Nvidia-ийн ТУЗ шалгалт эхлүүлэхээ мэдэгдсэн бөгөөд Хуан шалгалтыг дэмжиж, хамтран ажиллахаа илэрхийлсэн байна. Түүний удирдах албан тушаалд үлдэх эсэх нь тодорхойгүй байгаа нь хиймэл оюуны салбарын хариу үйлдлийн талаар асуулт үүсгэжээ.
1993 онд Хуаны хамтран үүсгэн байгуулсан Nvidia нь хамгийн дэвшилтэт хиймэл оюуны загваруудыг сургахад ашигладаг чипийн зах зээлийн 90 орчим хувийг эзэлдэг. Чипийн нийлүүлэлт хомс үед хэнд, аль салбарт чип очиход Хуан нөлөөтэй гэж Харвардын бизнесийн сургуулийн профессор Дэвид Ёффи хэлжээ. Nvidia мөн OpenAI, Anthropic зэрэг чип худалдан авагч компаниудад олон тэрбум ам.долларын хөрөнгө оруулж, хиймэл оюуны дэд бүтцийн өргөжилтийг санхүүжүүлж байна.
Компанийн мэдүүлэгт дурдсанаар Хуан өнгөрсөн онд 36 сая ам.долларын орлого олж, гуравдугаар сарын байдлаар Nvidia-ийн 3.5 орчим хувийг эзэмшиж байжээ. Тэрээр хугацаагүй хөдөлмөрийн гэрээтэй тул компани түүнийг ямар ч үед, нөхөн төлбөргүйгээр ажлаас чөлөөлөх боломжтой. Гэвч Nvidia-д Хуантай дүйцэхүйц нэр хүндтэй удирдах ажилтан, тодорхой залгамжлагч одоогоор байхгүй гэж Ёффи үзэж байна.
ТУЗ-ийн шалгалт Хуан компанийн дотоод журмыг зөрчсөн эсэхэд төвлөрөх төлөвтэй гэж Ёффи хэлжээ. Мөн Холбооны мөрдөх товчоо хууль зөрчсөн эсэхийг шалгаж, Конгресс түүний харилцаа АНУ-ын Хятад руу чип худалдах бодлогод нөлөөлсөн эсэхийг авч үзэж болзошгүй. Nvidia WIRED-ийн тайлбар хүссэн хүсэлтэд шууд хариу өгөөгүй байна.
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No executive has pulled the strings in the artificial intelligence era quite like Nvidia’s CEO Jensen Huang. He parlayed the boom into incredible wealth, became a close confidant of President Donald Trump, and emerged as a prominent voice in US-China relations. That now all stands in the balance.
Over the last few days, Huang’s status as an AI titan has come under scrutiny amid an admission that he had an affair with Alice Huang, an executive at a Singapore-based company whom US intelligence services concluded was a Chinese intelligence asset.
Nvidia’s board of directors said that the company would launch an investigation into the incident. Huang, the company said, “fully supports the review and has committed to cooperating with it.” Huang earned $36 million last year, owned about 3.5 percent of Nvidia as of March, according to a corporate filing—which also noted that Huang is an at-will employee who can be let go anytime without severance.
How exactly the investigation shakes out, and what it means for Huang’s future at the company, remains to be seen. But the incident at least puts his position at risk, and raises questions about how the industry will respond.
“He’s the person who decides who gets the chips and who doesn’t,” says David Yoffie, a professor at Harvard Business School who tracks the chip industry.
Nvidia, which Huang cofounded in 1993, controls 90 percent of the market for chips used in training frontier AI models. With those chips in short supply, Huang has the power to determine which areas of AI get a boost next. Nvidia has also bankrolled much of the AI buildout, investing billions in the very companies buying its chips, such as OpenAI and Anthropic. When Elon Musk wants to build a new data center, Yoffie says, he can put in a call to Huang.
Internally, Huang closely manages even small details at Nvidia, responds to emails from any one of its roughly 60,000 staffers, and raises his voice to get points across, according to current and former employees. He’s a regular on cable TV and at tech conferences, where he’s been trying to deflate concerns about an AI market bubble and boost the positioning of his company.
But Nvidia has no other executive anywhere close to Huang’s prominence, and no apparent potential successor. “We have no idea who would replace him,” Yoffie says. “You put someone new into that position, if you’re a customer, who knows what that’s going to mean.”
Ryan Fedasiuk, a senior fellow at the think tank Foundation for American Innovation, says that Huang has played such an important role—and become so close to the president—that he has become load-bearing for the entire US AI industry.
“On the one hand, Huang is irreplaceable. He built Nvidia into the juggernaut it is today, and he was the visionary behind the GPU, which has sustained the intelligence revolution,” Fedasiuk says. But he says that the company, which is indispensable to the AI industry, has to come first.
“He has to be replaceable as the CEO of the world’s largest company, at $4 trillion in capex.”
Nvidia shares fell more than 4 percent on Monday, even as broader stock market indices rose.
The board’s investigation will most likely focus on whether Huang violated any company policies, Yoffie says. But the FBI could also investigate whether laws were broken, and Congress may decide to look into whether Huang’s affair influenced the US government’s policy on selling chips to China.
Nvidia didn’t immediately respond to WIRED’s request for comment.
