Two Nvidia shareholders want the board to take its time choosing a permanent CEO—and leave room for Jensen Huang to return. Altimeter Capital CEO Brad Gerstner and Gavin Baker, managing partner and chief investment officer at Atreides Management, made that request in a letter Gerstner posted on X on November 13, according to CNBC. Source Source
CNBC quotes the letter urging the board to “pursue a slow, measured, and deliberate process regarding the future leadership of Nvidia.” The investors cited Huang’s leadership record and uncertainty surrounding recent events as reasons to avoid rushing, The Economic Times reported. Source Source
That isn’t a demand to hand Huang his old job back immediately, CNBC reported. The investors also acknowledged that the board could ultimately decide his return would not serve shareholders’ interests, according to The Economic Times. Source Source
The investors said Nvidia would be “capably led” by interim CEO Colette Kress and her team while the board deliberates, according to CNBC and The Economic Times. Source Source
The two firms disclosed about $2.13 billion in Nvidia stock combined as of June 30, 2026, when Nvidia was Altimeter’s largest disclosed equity holding, according to CNBC’s account of their filings. Those disclosures do not establish the firms’ current holdings or their value today. Source
CNBC reported that Huang resigned as president, CEO and director on November 12, following reports about personal relationships and amid an independent board investigation. The network said Nvidia’s resignation announcement did not state a reason. Source
Neither CNBC’s account nor The Economic Times’ report includes a board response to the investors’ request. Source Source
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