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八点最热报 | 全球AI巨头英伟达的掌舵人黄仁勋昨晚宣布辞职，黯然下台，第三宗婚外情指控紧接着曝光，英伟达单日约1800亿美元市值蒸发！掌舵人退场，被形容为“AI央行”的英伟达，会不会突然失去推动整个产业扩张的动力？（主播：萧慧敏）
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00:00A reminder before watching the video
00:01There's more content on trending websites.
00:04Jensen Huang, the head of Nvidia, a global AI giant
00:07He announced his resignation last night and stepped down in disgrace.
00:09The third allegations of infidelity were then exposed.
00:13Nvidia lost approximately $180 billion in market value in a single day.
00:16The departure of the leader has been described as Nvidia's AI central bank.
00:20Will the driving force for the expansion of the entire industry suddenly disappear?
00:24What's truly disturbing is that he invested in clients...
00:27Procurement commitments and financing arrangements
00:29Tightly link chip cloud service providers and data centers together
00:34Even those selling chips are struggling to keep up with the loans needed to buy them.
00:38Is this revolving financing system inflating demand or mortgaging the future?
00:43Once Nvidia tightens its funding
00:45Whoever can't borrow money first...
00:47Whoever can't sustain the expansion first
00:49A governance storm ignited by the founder
00:52Will the funding chain ultimately trigger an AI version of the Lehman Brothers moment?
00:57If we unfortunately become like Lehman Brothers in the AI era...
01:00The $400 billion funding loop is broken.
01:02Will the bank's data centers be completely wiped out?
01:07How much credibility does Nvidia have left after Jensen Huang's departure?
01:11Some analysts suggest that the second potential pitfall of the AI bubble may not be reflected in stock prices.
01:15Because Nvidia's biggest crisis is not scandals.
01:18Rather, it's the issue behind the scandal that relied on Huang Renxun's personal reputation.
01:24Financing chain
01:25So over the years
01:26Nvidia has long since become more than just a chip seller.
01:29He purchased credit guarantees through equity investment.
01:33Deeply involved in a massive AI financing chain
01:37According to reports
01:37He provided approximately 250 billion to OpenAI and data centers in Ohio.
01:42US dollar guarantee
01:43And bet billions of dollars on AI equity.
01:46And the first thing these companies did after receiving the money was...
01:49It means going back to buy Nvidia chips.
01:52Analysts refer to this as circular financing.
01:55Nvidia pays for customers to buy goods.
01:57Nvidia sent revenue
01:59How does the central bank operate?
02:00It is based on credit
02:01This credit, in the past, largely rested on the shoulders of one person.
02:06Reuters reported that
02:07Huang Renxun has no designated successor.
02:09He had approximately 60 direct subordinates.
02:12He made all the decisions, even for just one yuan.
02:14Analysis and warnings
02:15If Nvidia's leadership or regulatory position is compromised
02:18His willingness and ability to continue providing guarantees may be limited.
02:22Huang Renxun was forced to step down.
02:25What appears before us is a 400 billion AI empire
02:28Facing an epic collapse crisis
02:48The four words "effective immediately"
02:49Pressing the pause button on Huang Renxun's era at the helm
02:52But this did not bring an end to the storm.
02:55After the news of resignation
02:56Reuters, citing two more sources familiar with the matter, reported...
02:58Jensen Huang has been accused of having a close relationship with another Nvidia employee.
03:02This brings the number of publicly reported extramarital affair allegations to three.
03:05The market has already taken stock of this.
03:08Nvidia shares fell more than 4% in a single day.
03:10Approximately $180 billion in market value evaporated
03:13Supermicro also plunged 11.30%.
03:16The declines of different companies have different factors.
03:18But the questions Nvidia faces are particularly sharp.
03:20Replace Huang Renxun
03:22Can he stabilize the business network he built?
03:24CNN's analysis points out the key
03:26Huang Renxun influences the entire AI industry
03:28It's not just about chips, it's also about money.
03:31This is big news.
03:32Because Jensen Huang is an NVIDIA
03:35NVIDIA is Jensen Huang
03:36He is at the AI Professional Center
03:39Not just because of their chips and hardware
03:41Both are wonderful
03:49Huang Renxun handed over the entire account
03:51The successor received
03:52However, this is a debt that cannot be easily settled.
03:54Nvidia both sells chips and invests in its customers.
03:57It also supports customer expansion through procurement commitments.
03:59He was likened to an AI central bank.
04:01However, no central bank created money.
04:03The ability to provide last resort liquidity
04:05Colette Kress is now the CFO.
04:07concurrently serving as interim CEO
04:08The company is committed to continued business development.
04:11However, the old contract continues to be performed.
04:12This does not mean that new funds will be invested in the same way.
04:14Continuing to invest carries risks.
04:17Tighten lending
04:18His clients who depend on him may be the first to suffer.
04:21Nvidia wants to reduce its stress.
04:22Will this actually shift the pressure onto the entire industry?
04:25US media reminds
04:26This network has expanded from chips to loans and the stock market.
04:29A key link went wrong
04:31The shock could spread rapidly.
04:33The market is questioning credit.
04:52The White House is in a hurry to lower the threshold.
04:54Trump publicly stated
04:55Only Apple's Tim Cook can replace Jensen Huang.
04:58Described as legend succeeding legend
05:00However, this is only the president's suggestion.
05:02This is not an Nvidia personnel appointment.
05:04Why does a company's succession plan affect the White House?
05:07Because Nvidia is connected to
05:09The US's overall strategy in the struggle for AI dominance
05:12Trump warned during a media interview
05:14Once the advantage is lost
05:15The United States is in a very bad situation.
05:24But the president can appoint generals.
05:26Cannot pay off a company's debts
05:28Change to a legend
05:29Can it withstand the same funding network?
05:31Although there is currently insufficient evidence
05:33Nvidia is believed to be caught in the Lehman Brothers debt crisis.
05:36But what we really need to be wary of is...
05:38As more and more companies
05:39Relying on the same financial fulcrum
05:41Once this fulcrum is questioned...
05:43Will the risks follow the investment?
05:45Procurement commitments and the chain reaction of debt
05:47Once it happens
05:48This will trigger the most terrifying event in the modern financial industry.
05:51The so-called Lehman Brothers moment
05:57The mistress's affair is not over.
05:58The fourth and fifth children are rising again.
06:00A series of allegations of extramarital affairs have been exposed.
06:02This pushed Huang Renxun down from the pinnacle of power.
06:04But Lao Huang handed over his position.
06:06This does not equate to legally allowing someone to stay in your home without permission.
06:09A hundred billion dollars in market value evaporated
06:11It doesn't mean the entire empire collapsed overnight.
06:13The dominoes fell down
06:15The real danger of Huang Renxun handing over power
06:17After personnel separation
06:18Financial risks cannot be cut off
06:21If Nvidia tightens its lending...
06:23Customer financing under pressure
06:24Data center expansion comes to a halt
06:26The market confidence lost today
06:28Will it become money I can't borrow tomorrow?
06:31Nvidia, which lost Huang (referring to a certain figure).
06:32Can they stabilize the situation?
06:34It will still drag down global tech stocks.
06:36What about the second wave of the bubble survival game?
06:40A series of scandalous reports destroyed a trillion-dollar myth.
06:42That Chinese honor can leave the stage.
06:44The debt will not end
06:45The empty space left by the black leather jacket
06:47Someone answered
06:48The bills left by the AI craze
06:50And who will pick them up?
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