'Don't rush to replace Jensen Huang': Nvidia investors urge board to keep comeback option open

详细摘要

In a letter addressed to the Nvidia board, Brad Gerstner, founder of Altimeter Capital, and Gavin Baker, managing partner and chief investment officer of Atreides Management, said…

Two prominent Nvidia investors have urged the company's board to take a measured approach to deciding its future leadership, warning against rushing to appoint a successor to Jensen Huang and asking directors to keep open the possibility of his return as chief executive.

In a letter addressed to the Nvidia board, Brad Gerstner, founder of Altimeter Capital, and Gavin Baker, managing partner and chief investment officer of Atreides Management, said shareholders deserved a deliberate process as the company navigates the uncertainty surrounding Huang's departure.

Gerstner shared the letter on X on Saturday, November 14, saying it outlined the minimum standards the board owed shareholders as it managed the situation.

The investors said Huang's long record of leadership and the uncertainty surrounding recent events made it important for the board to avoid a rushed decision. They added that Nvidia could continue to be led by interim chief executive Colette Kress and her team while directors took time to assess the situation.

The letter also made clear that the board would retain the right to decide against bringing Huang back if, after all the facts were known, it concluded that his return was not in shareholders' best interests. However, the investors argued that the company's founder and long-time leader deserved a fair and deliberate process before being replaced.

The letter adds to growing calls from some Nvidia shareholders, employees and industry figures for Huang to return following his sudden exit.

Elon Musk had earlier backed a petition seeking Huang's reinstatement, saying he was signing it in response to a post by a Tesla Superintelligence engineer urging Nvidia employees to stand up for the company's leadership.

Separately, an internal employee suggestion-box post calling for the board to consider employee sentiment drew more than 1,600 comments, most of them supporting Huang's return, according to a Wired report.

Meanwhile, the Financial Times reported that Nvidia's…

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