Altimeter and Atreides urge Nvidia board to weigh a potential Jensen Huang return

Nov 15, 2026
Brad Gerstner and Gavin Baker asked for a slow, deliberate process on Nvidia's leadership rather than a rush to replace its founder.

Two major Nvidia shareholders have asked the company's board to weigh all options for its future leadership, including "the potential return of Jensen Huang," CNBC reports. Altimeter Capital CEO Brad Gerstner posted the letter on X on Friday, urging the board to "pursue a slow, measured, and deliberate process regarding the future leadership of Nvidia." It is also signed by Atreides Management's Gavin Baker.

Nvidia was Altimeter's largest disclosed equity holding in its latest SEC filing, a 9.4 million share stake worth nearly $1.9 billion as of June 30; Atreides held 1.2 million shares. The letter says Nvidia will be "capably led" by interim CEO Colette Kress, but that its founder "has earned the right for a deliberate process that avoids any needless rush to replace him before all the facts are known." It does not call for Huang's immediate reinstatement.

The letter adds to pressure from Huang's supporters, including a public petition that Elon Musk said he signed. Treasury Secretary Scott Bessent, by contrast, on Sunday urged the board to pick an outside CEO.

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