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10-08 21:25

这个鸟毛是不是犹太人？看面像

谁是Nico Caprez？黄仁勋35岁女婿或成英伟达接班人，参与推进5000亿美元AI融资计划

10-06

‌$甲骨文(ORCL)$ ‌‌ ‌ 再等一下，过了146，就啋了所有均线，机构这些鸟毛，看你能压多久，不拉嘛。

10-06

‌ ‌

10-06

‌$博通(AVGO)$ ‌‌ ‌ 362的本，冲着呀，看到500

10-06

‌ ‌

10-06

‌$Tower半导体(TSEM)$ 等着到300，冲呀。245的本。‌‌‌

10-06

‌我再熬一下，这周五前看能不到过146，踩下所有均线。

10-06

‌9.18号362买的，看到500，等着止盈‌

10-06

‌2号，245.2买的，看到300呀。‌

10-05

‌真是垃圾，天天要死不活的 ‌

10-02

‌245.29买入，目标价300‌

09-22

‌又是高开低走，恶心的机构资金。横了一个多月了

09-18

‌t简直是垃圾呀，一个月都在横盘，机构还没吃饱嘛，在压盘

09-11

‌昨天跌5点多，盘前高开8点多一路砸，啥呀

09-08

‌今天一个高开低走，是不是来个暴力洗盘‌

09-08

‌疯了呀，两天近20%涨幅。

06-12

‌$SpaceX(SPCX)$ 175了，KAO‌

06-11

‌540等着你‌

06-11

‌什么玩意呀，8连阴，这机构打压也太明显了吧，要往346去？‌

06-10

‌GWRE真是神经病呀，从173跌到120，才一周的时间，这机构真不要脸。

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19:03","market":"us","language":"zh","title":"谁是Nico Caprez？黄仁勋35岁女婿或成英伟达接班人，参与推进5000亿美元AI融资计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1108189908","media":"老虎资讯综合","summary":"据一名与Caprez共事的英伟达员工透露，黄仁勋可能正在为女儿Madison Huang及女婿Caprez未来承担更重要的管理职责铺路。Caprez的快速晋升之所以引发关注，还因为黄仁勋的两名子女也在英伟达担任管理职务。掌握AI融资关键业务，参与推进5000亿美元融资计划相比接班猜测，Caprez目前负责的业务更能体现其在英伟达内部的影响力。","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的下一代管理层人选，正逐渐成为外界关注的焦点。</p><p style=\"text-align: left;\">据报道，<strong>英伟达CEO黄仁勋的35岁女婿Nico Caprez，在2024年加入公司后迅速晋升，今年1月已升任全球AI基础设施增长副总裁</strong>，成为公司AI基础设施战略的重要执行者。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc5e41318d6a2398f42a590beaa1d4c5\" data-align=\"center\" tg-width=\"768\" tg-height=\"576\"/><span></span></p><p style=\"text-align: left;\">更引人关注的是，Caprez正参与推进<strong>英伟达联合华尔街金融机构及黑石等私募股权巨头筹划的5000亿美元AI融资计划</strong>，并在公司与新兴云计算企业的合作中扮演重要角色。</p><p style=\"text-align: left;\">据一名与Caprez共事的英伟达员工透露，黄仁勋可能正在为女儿Madison Huang及女婿Caprez未来承担更重要的管理职责铺路。另有员工认为，英伟达目前的经营模式比外界想象中更接近家族企业。</p><p style=\"text-align: left;\">不过，<strong>英伟达尚未公布正式的CEO继任计划，相关接班猜测主要来自内部员工的观察。</strong></p><h2 style=\"text-align: left;\">入职不到两年晋升副总裁，黄仁勋女婿为何受到重用？</h2><p style=\"text-align: left;\">现年35岁的Nico Caprez曾是一名瑞士职业滑雪运动员，退役后进入波士顿咨询集团工作，随后就读于伦敦商学院，并在那里结识黄仁勋的女儿Madison Huang。</p><p style=\"text-align: left;\">2024年初，Caprez加入英伟达，最初担任企业发展经理。<strong>今年1月，他从总监直接晋升为全球AI基础设施增长副总裁，跳过了高级总监职级。</strong></p><p style=\"text-align: left;\">目前，Caprez主要负责协调英伟达与云计算企业、金融机构及数据中心开发商之间的合作，包括融资支持、客户资源对接及数据中心建设。</p><p style=\"text-align: left;\">博枫资产管理（Brookfield Asset Management）全球AI基础设施主管Sikander Rashid表示，Caprez的目标是帮助英伟达掌握AI基础设施生态系统。</p><p style=\"text-align: left;\">据其回忆，黄仁勋曾高度评价Caprez，并表示如果有事情需要推进，可以找Nico。</p><h2 style=\"text-align: left;\">黄仁勋家族成员陆续进入管理层，英伟达或迎接班布局？</h2><p style=\"text-align: left;\">Caprez的快速晋升之所以引发关注，还因为黄仁勋的两名子女也在英伟达担任管理职务。</p><p style=\"text-align: left;\"><strong>黄仁勋35岁的女儿Madison Huang今年3月晋升为物理AI产品营销高级总监</strong>，主要负责机器人、3D世界模型及开源AI项目的市场推广，并经常陪同黄仁勋出席国际行业会议。</p><p style=\"text-align: left;\">与此同时，<strong>黄仁勋36岁的儿子Spencer Huang于2022年加入英伟达，目前担任机器人产品管理高级总监</strong>。</p><p style=\"text-align: left;\">这意味着，黄仁勋的女儿、儿子及女婿，已分别在英伟达的AI基础设施、机器人及产品营销等业务中担任管理职务。</p><p style=\"text-align: left;\">部分英伟达员工认为，Madison与Caprez未来可能成为公司下一阶段管理团队的重要成员。不过，目前尚无证据表明英伟达已经确定由家族成员接任CEO。</p><h2 style=\"text-align: left;\">掌握AI融资关键业务，参与推进5000亿美元融资计划</h2><p style=\"text-align: left;\">相比接班猜测，Caprez目前负责的业务更能体现其在英伟达内部的影响力。</p><p style=\"text-align: left;\">随着全球AI算力需求持续增长，云计算企业需要投入巨额资金采购GPU、建设数据中心，并获取土地及电力资源。</p><p style=\"text-align: left;\">为推动客户持续扩张，<strong>黄仁勋希望将英伟达打造为类似AI产业“中央银行”的角色，不仅销售芯片，还通过融资支持帮助客户购买AI硬件。</strong></p><p style=\"text-align: left;\">今年8月，英伟达与华尔街金融机构、黑石等私募股权公司共同推进一项融资计划，目标是<strong>筹集5000亿美元，支持数据中心采购英伟达AI芯片及相关设备</strong>。</p><p style=\"text-align: left;\">按照初步设想，英伟达可以为合作伙伴的数据中心项目提供最高25%的信用支持，但具体协议尚未最终敲定。</p><p style=\"text-align: left;\">Caprez是这一计划的重要推动者之一，负责连接云计算企业、金融机构及数据中心合作伙伴。</p><p style=\"text-align: left;\">此外，今年6月，他还主导推进英伟达与澳大利亚云计算企业Firmus达成信用支持协议。</p><p style=\"text-align: left;\">Firmus计划采购17万颗英伟达Grace Blackwell及Vera Rubin芯片，潜在采购总额超过150亿美元。作为交换，英伟达有望在Firmus未来开展云计算租赁业务后分享部分收入。</p><p style=\"text-align: left;\">这一模式意味着，英伟达不仅可以通过销售GPU获得收入，还可能参与客户未来的业务收益。</p><h2 style=\"text-align: left;\">AI融资战略面临风险，接班猜测仍待观察</h2><p style=\"text-align: left;\">英伟达持续扶持新兴云计算企业，也有降低对亚马逊、谷歌等传统科技巨头依赖的考虑。</p><p style=\"text-align: left;\">目前，新兴云计算企业对英伟达总收入的贡献占比仍处于10%出头的水平，但一名了解相关业务的员工认为，<strong>未来这一比例可能达到50%</strong>。这一判断并非公司正式业绩指引。</p><p style=\"text-align: left;\">不过，随着AI数据中心投资规模不断扩大，融资风险也开始受到市场关注。部分新兴云计算企业尚未实现盈利，数据中心建设成本及融资成本持续上升。与此同时，Nebius等较成熟的云计算企业对英伟达的部分融资合作模式持谨慎态度，担心过度依赖芯片供应商及收入分成安排压缩利润空间。</p><p style=\"text-align: left;\">报道还指出，过去两个月英伟达信用违约掉期（CDS）利差大致翻倍，反映市场对其信用风险的定价有所上升，但公司实际债务违约风险仍然较低。</p><p style=\"text-align: left;\">对于Caprez而言，如何推动AI基础设施持续扩张，同时控制融资风险，将成为其未来面临的重要考验。</p><p style=\"text-align: left;\"><strong>从入职不到两年晋升副总裁，到参与5000亿美元AI融资计划及超150亿美元潜在芯片订单，Caprez已成为英伟达下一阶段增长战略的重要人物。</strong></p><p style=\"text-align: left;\">虽然英伟达尚未公布黄仁勋的继任安排，但随着其女儿、儿子及女婿在公司内部的职责不断扩大，<strong>英伟达未来是否会出现家族成员接班的局面，或将持续受到市场关注。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谁是Nico Caprez？黄仁勋35岁女婿或成英伟达接班人，参与推进5000亿美元AI融资计划</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谁是Nico Caprez？黄仁勋35岁女婿或成英伟达接班人，参与推进5000亿美元AI融资计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-08 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的下一代管理层人选，正逐渐成为外界关注的焦点。</p><p style=\"text-align: left;\">据报道，<strong>英伟达CEO黄仁勋的35岁女婿Nico Caprez，在2024年加入公司后迅速晋升，今年1月已升任全球AI基础设施增长副总裁</strong>，成为公司AI基础设施战略的重要执行者。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc5e41318d6a2398f42a590beaa1d4c5\" data-align=\"center\" tg-width=\"768\" tg-height=\"576\"/><span></span></p><p style=\"text-align: left;\">更引人关注的是，Caprez正参与推进<strong>英伟达联合华尔街金融机构及黑石等私募股权巨头筹划的5000亿美元AI融资计划</strong>，并在公司与新兴云计算企业的合作中扮演重要角色。</p><p style=\"text-align: left;\">据一名与Caprez共事的英伟达员工透露，黄仁勋可能正在为女儿Madison Huang及女婿Caprez未来承担更重要的管理职责铺路。另有员工认为，英伟达目前的经营模式比外界想象中更接近家族企业。</p><p style=\"text-align: left;\">不过，<strong>英伟达尚未公布正式的CEO继任计划，相关接班猜测主要来自内部员工的观察。</strong></p><h2 style=\"text-align: left;\">入职不到两年晋升副总裁，黄仁勋女婿为何受到重用？</h2><p style=\"text-align: left;\">现年35岁的Nico Caprez曾是一名瑞士职业滑雪运动员，退役后进入波士顿咨询集团工作，随后就读于伦敦商学院，并在那里结识黄仁勋的女儿Madison Huang。</p><p style=\"text-align: left;\">2024年初，Caprez加入英伟达，最初担任企业发展经理。<strong>今年1月，他从总监直接晋升为全球AI基础设施增长副总裁，跳过了高级总监职级。</strong></p><p style=\"text-align: left;\">目前，Caprez主要负责协调英伟达与云计算企业、金融机构及数据中心开发商之间的合作，包括融资支持、客户资源对接及数据中心建设。</p><p style=\"text-align: left;\">博枫资产管理（Brookfield Asset Management）全球AI基础设施主管Sikander Rashid表示，Caprez的目标是帮助英伟达掌握AI基础设施生态系统。</p><p style=\"text-align: left;\">据其回忆，黄仁勋曾高度评价Caprez，并表示如果有事情需要推进，可以找Nico。</p><h2 style=\"text-align: left;\">黄仁勋家族成员陆续进入管理层，英伟达或迎接班布局？</h2><p style=\"text-align: left;\">Caprez的快速晋升之所以引发关注，还因为黄仁勋的两名子女也在英伟达担任管理职务。</p><p style=\"text-align: left;\"><strong>黄仁勋35岁的女儿Madison Huang今年3月晋升为物理AI产品营销高级总监</strong>，主要负责机器人、3D世界模型及开源AI项目的市场推广，并经常陪同黄仁勋出席国际行业会议。</p><p style=\"text-align: left;\">与此同时，<strong>黄仁勋36岁的儿子Spencer Huang于2022年加入英伟达，目前担任机器人产品管理高级总监</strong>。</p><p style=\"text-align: left;\">这意味着，黄仁勋的女儿、儿子及女婿，已分别在英伟达的AI基础设施、机器人及产品营销等业务中担任管理职务。</p><p style=\"text-align: left;\">部分英伟达员工认为，Madison与Caprez未来可能成为公司下一阶段管理团队的重要成员。不过，目前尚无证据表明英伟达已经确定由家族成员接任CEO。</p><h2 style=\"text-align: left;\">掌握AI融资关键业务，参与推进5000亿美元融资计划</h2><p style=\"text-align: left;\">相比接班猜测，Caprez目前负责的业务更能体现其在英伟达内部的影响力。</p><p style=\"text-align: left;\">随着全球AI算力需求持续增长，云计算企业需要投入巨额资金采购GPU、建设数据中心，并获取土地及电力资源。</p><p style=\"text-align: left;\">为推动客户持续扩张，<strong>黄仁勋希望将英伟达打造为类似AI产业“中央银行”的角色，不仅销售芯片，还通过融资支持帮助客户购买AI硬件。</strong></p><p style=\"text-align: left;\">今年8月，英伟达与华尔街金融机构、黑石等私募股权公司共同推进一项融资计划，目标是<strong>筹集5000亿美元，支持数据中心采购英伟达AI芯片及相关设备</strong>。</p><p style=\"text-align: left;\">按照初步设想，英伟达可以为合作伙伴的数据中心项目提供最高25%的信用支持，但具体协议尚未最终敲定。</p><p style=\"text-align: left;\">Caprez是这一计划的重要推动者之一，负责连接云计算企业、金融机构及数据中心合作伙伴。</p><p style=\"text-align: left;\">此外，今年6月，他还主导推进英伟达与澳大利亚云计算企业Firmus达成信用支持协议。</p><p style=\"text-align: left;\">Firmus计划采购17万颗英伟达Grace Blackwell及Vera Rubin芯片，潜在采购总额超过150亿美元。作为交换，英伟达有望在Firmus未来开展云计算租赁业务后分享部分收入。</p><p style=\"text-align: left;\">这一模式意味着，英伟达不仅可以通过销售GPU获得收入，还可能参与客户未来的业务收益。</p><h2 style=\"text-align: left;\">AI融资战略面临风险，接班猜测仍待观察</h2><p style=\"text-align: left;\">英伟达持续扶持新兴云计算企业，也有降低对亚马逊、谷歌等传统科技巨头依赖的考虑。</p><p style=\"text-align: left;\">目前，新兴云计算企业对英伟达总收入的贡献占比仍处于10%出头的水平，但一名了解相关业务的员工认为，<strong>未来这一比例可能达到50%</strong>。这一判断并非公司正式业绩指引。</p><p style=\"text-align: left;\">不过，随着AI数据中心投资规模不断扩大，融资风险也开始受到市场关注。部分新兴云计算企业尚未实现盈利，数据中心建设成本及融资成本持续上升。与此同时，Nebius等较成熟的云计算企业对英伟达的部分融资合作模式持谨慎态度，担心过度依赖芯片供应商及收入分成安排压缩利润空间。</p><p style=\"text-align: left;\">报道还指出，过去两个月英伟达信用违约掉期（CDS）利差大致翻倍，反映市场对其信用风险的定价有所上升，但公司实际债务违约风险仍然较低。</p><p style=\"text-align: left;\">对于Caprez而言，如何推动AI基础设施持续扩张，同时控制融资风险，将成为其未来面临的重要考验。</p><p style=\"text-align: left;\"><strong>从入职不到两年晋升副总裁，到参与5000亿美元AI融资计划及超150亿美元潜在芯片订单，Caprez已成为英伟达下一阶段增长战略的重要人物。</strong></p><p style=\"text-align: left;\">虽然英伟达尚未公布黄仁勋的继任安排，但随着其女儿、儿子及女婿在公司内部的职责不断扩大，<strong>英伟达未来是否会出现家族成员接班的局面，或将持续受到市场关注。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cc5e41318d6a2398f42a590beaa1d4c5","relate_stocks":{"NVDS":"1.5倍做空NVDA 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Caprez，在2024年加入公司后迅速晋升，今年1月已升任全球AI基础设施增长副总裁，成为公司AI基础设施战略的重要执行者。更引人关注的是，Caprez正参与推进英伟达联合华尔街金融机构及黑石等私募股权巨头筹划的5000亿美元AI融资计划，并在公司与新兴云计算企业的合作中扮演重要角色。据一名与Caprez共事的英伟达员工透露，黄仁勋可能正在为女儿Madison Huang及女婿Caprez未来承担更重要的管理职责铺路。另有员工认为，英伟达目前的经营模式比外界想象中更接近家族企业。不过，英伟达尚未公布正式的CEO继任计划，相关接班猜测主要来自内部员工的观察。入职不到两年晋升副总裁，黄仁勋女婿为何受到重用？现年35岁的Nico Caprez曾是一名瑞士职业滑雪运动员，退役后进入波士顿咨询集团工作，随后就读于伦敦商学院，并在那里结识黄仁勋的女儿Madison Huang。2024年初，Caprez加入英伟达，最初担任企业发展经理。今年1月，他从总监直接晋升为全球AI基础设施增长副总裁，跳过了高级总监职级。目前，Caprez主要负责协调英伟达与云计算企业、金融机构及数据中心开发商之间的合作，包括融资支持、客户资源对接及数据中心建设。博枫资产管理（Brookfield Asset Management）全球AI基础设施主管Sikander Rashid表示，Caprez的目标是帮助英伟达掌握AI基础设施生态系统。据其回忆，黄仁勋曾高度评价Caprez，并表示如果有事情需要推进，可以找Nico。黄仁勋家族成员陆续进入管理层，英伟达或迎接班布局？Caprez的快速晋升之所以引发关注，还因为黄仁勋的两名子女也在英伟达担任管理职务。黄仁勋35岁的女儿Madison Huang今年3月晋升为物理AI产品营销高级总监，主要负责机器人、3D世界模型及开源AI项目的市场推广，并经常陪同黄仁勋出席国际行业会议。与此同时，黄仁勋36岁的儿子Spencer 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