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Two prominent shareholders have asked the board of directors at Nvidia to consider bringing the company’s founder back into the chief executive officer role. The request for the reinstatement of Jensen Huang to lead the chipmaker was first reported by CNBC.
The investors involved hold a combined interest of more than $2 billion in the company’s stock. They have urged the board to evaluate the potential for Huang to resume the top position to oversee the firm’s current operations.
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How it could play out
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How it could play out
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From todayMajor Investors Holding $2B in Nvidia Stock Call for Return of Jensen Huang as CEO
The board decides the combined pressure from major shareholders and employees is too costly to ignore. Jensen Huang returns in some formal leadership role, likely with governance concessions designed to let directors claim continuity and oversight.
The board concludes that reversing Huang’s removal would undermine its authority and keeps Colette Kress in charge while it conducts a CEO search. This outcome is plausible if directors believe the governance issues behind the ouster are serious enough to withstand short-term market pressure.
Rather than bring Huang back or rely indefinitely on Kress, the board accelerates a search for a permanent leader with credibility in semiconductors and AI infrastructure. The market response depends heavily on whether the candidate is viewed as capable of maintaining Nvidia’s product cadence and customer relationships.
The dispute escalates beyond a normal CEO transition, with employees, investors, and possibly lawyers challenging the board’s process. This remains less likely than a negotiated resolution, but the speed of the backlash makes a disorderly outcome possible.
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Will Jensen Huang rejoin NVIDIA by November 30, 2026
Will Jensen Huang rejoin NVIDIA by December 31, 2026
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