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"title": "传苹果晶片大将斯鲁吉成辉达CEO潜在人选!8大候选人名单曝光",
"shortTitle": "传苹果晶片大将斯鲁吉成辉达CEO潜在人选!8大候选人名单曝光",
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"description": "苹果晶片业务掌舵人斯鲁吉传列入辉达执行长接班考察名单,董事会已委托猎头寻找黄仁勋接班人。 斯鲁吉现任苹果首席硬体官,曾主导A4、A7、W1与M1晶片开发,外界看重其晶片研发与整合经验。 辉达接班名单约8人,克雷斯、巴克暂居前列;董事会对内升或外聘仍未形成共识。",
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"content": "<p>辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 执行长黄仁勋辞职后,接班人选逐渐浮上台面,苹果(<a data-symbol-template=\"USS:AAPL:STOCK:COMMON\" href=\"#\">AAPL-US</a>) 晶片业务掌舵人约斯鲁吉(Johny Srouji)也传出成为潜在人选之一。外媒报导,辉达董事会已委托外部猎头公司寻找正式接班人,但董事会内部对于由现任临时执行长、财务长克雷斯(Colette Kress)接任,或从外部延揽高阶主管,尚未形成共识。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6662466/l/21f3aaf761f3bc7c0a74483e36f064fb.jpg\" alt=\"传苹果晶片大将斯鲁吉成辉达CEO潜在人选!8大候选人名单曝光\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《AppleInsider》引述《Semafor》及《彭博》报导,现年62岁的斯鲁吉已被列入辉达接班人选的考察名单。斯鲁吉目前担任苹果首席硬体长,长期负责苹果自研晶片与硬体技术发展,是Apple Silicon体系的重要推手。</p>\n\n<h6>从A系列到M系列晶片 斯鲁吉打造苹果自研晶片版图</h6>\n\n<p>斯鲁吉出生于以色列海法,拥有以色列理工学院计算机科学学士及硕士学位,早年曾在IBM(<a data-symbol-template=\"USS:IBM:STOCK:COMMON\" href=\"#\">IBM-US</a>) 与英特尔(<a data-symbol-template=\"USS:INTC:STOCK:COMMON\" href=\"#\">INTC-US</a>) 从事处理器研发设计。2008年,他受苹果创办人贾伯斯邀请加入公司,负责主导首款自研系统单晶片A4的开发,为苹果后续建立自主晶片技术奠定基础。</p>\n\n<p>此后,斯鲁吉持续推动苹果晶片技术发展,涵盖iPhone、iPad、Mac、Apple Watch、AirPods及Vision Pro等产品。他所领导的团队陆续推出A7处理器、Touch ID指纹感测技术、AirPods使用的W1晶片,以及2020年问世的M1晶片,让苹果逐步建立完整的自研晶片体系。</p>\n\n<p>2026年4月,苹果宣布斯鲁吉从硬体技术资深副总裁升任首席硬体官,职责扩大至统筹硬体工程与硬体技术两大部门,并向新任执行长特纳斯(John Ternus)报告。</p>\n\n<p>此外,《彭博》记者Mark Gurman曾于2025年12月报导,斯鲁吉认真考虑离开苹果,当时执行长库克透过提高薪酬及扩大职权成功留人。这段过往也让外界对他可能转换职涯跑道的传闻更加关注。</p>\n\n<h6>曾入列英特尔执行长人选 晶片技术实力受肯定</h6>\n\n<p>斯鲁吉受到关注,主要来自他在半导体领域的技术资历。《彭博》指出,他领导的自研晶片计划是业界最成功的案例之一,在晶片设计、产品整合及长期技术规划方面具有深厚经验。</p>\n\n<p>这也不是斯鲁吉首次成为大型科技企业延揽的对象。2019年,他曾进入英特尔执行长接班人选的讨论范围,但最后选择留在苹果。</p>\n\n<p>他的薪酬待遇同样反映其在苹果的重要地位。2017年,斯鲁吉年薪超过2,400万美元,曾是苹果薪酬排名第二高的高阶主管,仅次于当时负责零售业务的阿伦茨(Angela Ahrendts)。</p>\n\n<p>不过,技术能力出色不代表能直接胜任辉达执行长。苹果晶片团队主要为自家产品设计处理器,辉达则是向全球企业提供AI运算及资料中心基础设施的供应商。斯鲁吉过去并未直接管理辉达这种规模的营收与商业生态系,也缺乏CUDA平台营运及与大型云端业者谈判的相关经验。</p>\n\n<p>因此,斯鲁吉的优势主要在晶片研发与技术整合,至于能否具备黄仁勋所拥有的商业布局及产业战略眼光,仍是外界评估的关键。</p>\n\n<h6>辉达接班名单传涵盖8人 克雷斯、巴克暂居前列</h6>\n\n<p>根据《彭博》披露的接班人选名单,辉达可能接班人选包括内部及外部人士,总计约8人。</p>\n\n<p>内部人选包括临时执行长克雷斯,以及负责超大规模运算业务的副总裁、被称为「CUDA之父」的巴克(Ian Buck)。</p>\n\n<p>外部人选则包括Arm(<a data-symbol-template=\"USS:ARM:STOCK:COMMON\" href=\"#\">ARM-US</a>) 执行长哈斯(Rene Haas)、超微半导体(<a data-symbol-template=\"USS:AMD:STOCK:COMMON\" href=\"#\">AMD-US</a>) 执行长苏姿丰、苹果斯鲁吉、亚马逊(<a data-symbol-template=\"USS:AMZN:STOCK:COMMON\" href=\"#\">AMZN-US</a>) 云端服务(AWS)执行长加曼(Matt Garman)、美光科技(<a data-symbol-template=\"USS:MU:STOCK:COMMON\" href=\"#\">MU-US</a>) 执行长梅赫罗特拉(Sanjay Mehrotra),以及Google(<a data-symbol-template=\"USS:GOOGL:STOCK:COMMON\" href=\"#\">GOOGL-US</a>) TPU核心主管瓦赫达特(Amin Vahdat)。</p>\n\n<p>预测市场Polymarket的数据则显示,巴克以约29%至30%的胜出机率暂居前列,克雷斯约22%至28%,哈斯约6%至11%,苏姿丰则仅约2%。斯鲁吉目前并未出现在赌盘的主要热门人选之列。</p>\n\n<p>董事会内部的接班方向也出现分歧。一派支持由熟悉辉达财务、投资人关系及公司营运的克雷斯正式接任,以降低管理层更替对市场信心的冲击;另一派则倾向从外部延揽大型科技企业高阶主管,为公司带来不同的管理经验。</p>\n\n<p>斯鲁吉被视为外部延揽方向的潜在人选之一,但目前仍停留在市场讨论阶段。目前没有任何证据表明辉达已正式接触他,也没有迹象显示他有意离开苹果。</p>\n\n<h6>黄仁勋留下33年基业 接班人难复制创办人影响力</h6>\n\n<p>辉达接班问题之所以受到高度关注,在于黄仁勋不仅是公司创办人,更长期主导企业技术方向与商业策略。</p>\n\n<p>黄仁勋于1993年共同创立辉达,带领公司从图形处理器制造商转型为AI运算领域的重要供应商。2006年,他力排外界压力推动CUDA平台,2010年将发展重心从手机晶片转向车用及机器人领域,2016年则将首台AI超级电脑交付OpenAI。</p>\n\n<p>在管理制度上,黄仁勋长期维持扁平化组织,让60多名高阶主管直接向他报告,不设总裁及营运长职位,借此管理规模超过2万人的企业。</p>\n\n<p>对辉达而言,接班挑战不只是寻找具备晶片技术或大型企业管理经验的人选,更在于如何延续黄仁勋多年建立的技术方向、产业判断及企业文化。无论最终由内部主管接任,或从外部延揽人才,辉达都必须重新定义后黄仁勋时代的领导模式。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-20747.html\" title=\"AI股最好时光已过 巴克莱示警不再只涨不跌、选股看四条件\">AI股最好时光已过 巴克莱示警不再只涨不跌、选股看四条件</a></li>\n <li><a href=\"/new/mg/article-12068.html\" title=\"川普不满Fed还不降息 称美国本应支付更低利息\">川普不满Fed还不降息 称美国本应支付更低利息</a></li>\n <li><a href=\"/new/mg/article-113.html\" title=\"辉达中国营收梦碎!川普证实中国拒买H200晶片:他们「想自己开发」\">辉达中国营收梦碎!川普证实中国拒买H200晶片:他们「想自己开发」</a></li>\n <li><a href=\"/new/mg/article-12305.html\" title=\"美15岁少女撤销对Meta、Google及Snap的社群成瘾指控\">美15岁少女撤销对Meta、Google及Snap的社群成瘾指控</a></li>\n <li><a href=\"/new/mg/article-19952.html\" title=\"AI股财报门槛拉高!高估值股本益比收缩幅度达低价股100倍 市场紧盯获利能否支撑身价\">AI股财报门槛拉高!高估值股本益比收缩幅度达低价股100倍 市场紧盯获利能否支撑身价</a></li>\n <li><a href=\"/new/mg/article-12698.html\" title=\"美机器人产业现「中国制造」危机:大脑在美国、身体在中国的硬体瓶颈\">美机器人产业现「中国制造」危机:大脑在美国、身体在中国的硬体瓶颈</a></li>\n </ul>\n</div>",
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