
Nvidia was engulfed(被卷入,陷入) in turmoil after Jensen Huang(英伟达CEO黄仁勋), the chipmaker’s chief executive, admitted to having an extramarital(婚外的) affair with an executive at Megaspeed, a Singaporean cloud-computing company that buys Nvidia’s hardware. American officials suspect the woman is a Chinese agent and that Megaspeed helps China bypass export controls(绕过出口管制) on American chips. The affair has raised questions about whether Nvidia intervened to thwart(阻挠,挫败) a government investigation into Megaspeed last year. Donald Trump said the FBI(美国联邦调查局) had started an inquiry. As reports surfaced that Mr Huang also had an affair with an executive at Nvidia, the board deliberated(商议,讨论) over removing him.
英伟达陷入动荡:这家芯片制造商的首席执行官黄仁勋承认与Megaspeed的一名高管有婚外情。Megaspeed是一家购买英伟达硬件的新加坡云计算公司。美国官员怀疑该女子是中国特工,并认为Megaspeed帮助中国绕过美国芯片出口管制。这起婚外情引发疑问:英伟达是否曾干预并阻挠政府对Megaspeed的去年调查。唐纳德·特朗普表示,联邦调查局已启动调查。随着有报道称黄仁勋还与英伟达的一名高管有婚外情,董事会开始讨论是否罢免他。
Nvidia’s share price plunged(暴跌) in reaction to the news about Mr Huang, unsettling already jittery(紧张不安的) investors. Chip stocks recently recorded one of their worst days ever, which saw the NASDAQ 100(纳斯达克100指数) drop by around 6%. The sell-off came on the heels of(紧随其后) the Democrats’ victory in the midterms(美国中期选举); the party has pledged to curb(限制,抑制) the construction of data centres and so slow investment in AI. Stock markets had clawed back(收复,夺回) some of their losses over subsequent days, though investors remain cautious. Markets in Japan and South Korea also sank.
受黄仁勋新闻影响,英伟达股价暴跌,令本已紧张的投资者更加不安。芯片股近日创下史上最差单日表现之一,纳斯达克100指数下跌约6%。这轮抛售紧随民主党在中期选举中获胜之后;该党已承诺限制数据中心建设,从而放缓AI投资。随后几天股市收复部分失地,但投资者仍持谨慎态度。日本和韩国市场也出现下跌。
Investors took some comfort from CoreWeave’s latest earnings, which suggested that its sales remain strong. CoreWeave is one of the neoclouds(新云公司), a group of fast-growing companies that buy specialist AI chips and rent them out, but are also laden with debt(负债累累). In October stock markets swooned(暴跌) when CoreWeave raised the prospect of(提出……的可能性) taking on even more debt.
投资者从CoreWeave的最新财报中获得些许安慰,财报显示其销售依然强劲。CoreWeave是“新云”公司之一,这类公司增长迅速,购买专用AI芯片并对外出租,但也背负沉重债务。10月,当CoreWeave提出可能承担更多债务时,股市应声下跌。
End of the road?
穷途末路?