Nvidia Shareholders Urge Board to Weigh 黄仁勋’s Return as CEO

Two Nvidia shareholders urged the board to consider a possible return by founder 黄仁勋 as it reviews leadership options, citing uncertainty around his departure and warning against a rushed succession decision.

Altimeter Capital Management CEO Brad Gerstner and Atreides Management Managing Partner and Chief Investment Officer Gavin Baker made the appeal jointly. They said a deliberate process that keeps all options open would best serve Nvidia’s stakeholders, especially shareholders. They said questions about recent events outnumber answers and urged the board to establish the facts before choosing a successor. The investors said the company would operate steadily under Colette Kress and her team’s leadership during the transition.

The board accepted the founder’s resignation Nov. 11 and named Kress interim CEO as it began a succession process that would consider internal and external candidates for a permanent successor.

Gerstner and Baker said that after establishing the facts, the board could decide a return would not serve shareholders’ best interests. They said that choice belongs to the board, while arguing the founder should receive careful consideration before a replacement is selected.