Major Shareholder Sends Letter to Nvidia Board, Urging Careful Evaluation of All Options Including "Jensen Huang's Return"

Odaily: Brad Gerstner, CEO of well-known tech investment firm Altimeter Capital Management, and Gavin Baker, Managing Partner and Chief Investment Officer of Atreides Management, have jointly sent a letter to Nvidia's board of directors in their capacity as shareholders.

Gerstner and Baker, representing their respective firms, stated that given Jensen Huang's extraordinary achievements in leading the company over the long term, as well as the enormous uncertainty surrounding his recent departure, we believe the board should adopt a slow, prudent, and deliberate selection process for Nvidia's future leadership, keeping all possible options on the table (including the possibility of Jensen Huang returning to his position). This would best serve the interests of all stakeholders, especially Nvidia shareholders.

There are currently far more questions than answers regarding recent events. We believe the board should avoid rushing to find a successor to Jensen Huang, as doing so would harm and betray shareholders' best interests. During this transition period, the company will operate steadily under the capable leadership of Colette Kress and her team, and we have no doubt that the board has ample time to make the right decision.

If, after all the facts come to light, the board determines that having Jensen Huang return as Chief Executive Officer (CEO) would not be in shareholders' best interests, that is entirely within the board's discretion. But as the founder of this exceptional company and a long-serving, highly accomplished leader, he fully deserves a prudent evaluation process — avoiding any unnecessary rush to replace him before all the facts are known.