Brad Gerstner, chief executive of Altimeter Capital Management, and Gavin Baker, managing partner and chief investment officer of Atreides Management, have jointly written to Nvidia’s board as shareholders. According to Odaily, they urged the board to use a deliberate process to consider the company’s future leadership and keep all options open, including Jensen Huang’s return. The investors said questions about recent events outnumber answers and cautioned against rushing to choose a successor, arguing that would not serve shareholders’ interests. They said Nvidia could continue operating under Colette Kress and her team during the transition, and that the board had time to make the right decision. They added that deciding against Huang’s return after establishing the facts would be within the board’s authority, but said his record as the company’s founder and longtime leader warranted careful consideration before any replacement.
