Jensen Huang Return: Investors Urge NVIDIA Board to Slow CEO Search

The letter, as ANI describes it, argues that the board should not hurry to name a permanent chief executive before the facts around Huang's Nov. 12 exit are known. It says the process should be "slow, measured, and deliberate," should leave all options open, and notes that "there are more questions about recent events than answers." The two investors also said interim CEO Colette Kress and her team can lead NVIDIA capably in the meantime. They did not demand that Huang be reinstated, and they accepted that the board could still decide his return is not in shareholders' interest.

Musk adds a supply-chain argument

Separately, Elon Musk said in an X post on Nov. 14 that NVIDIA would lose "critical" deals without Huang, Reuters reported. Musk said Huang drove the company's supply chain "brilliantly" and that many such deals were "a handshake with Jensen, not a written contract." ANI also reported that Musk said he would sign an online petition calling for Huang's reinstatement. Musk named no specific deal, and neither Reuters nor ANI reports any supplier confirming a change.

Why it matters for buyers of NVIDIA systems

The length of the leadership gap matters for anyone with NVIDIA GPU deliveries, rack designs or memory and packaging allocations on order. NVIDIA said on Nov. 12 that it expects operations, customer commitments and the product roadmap to continue without interruption, as Voltgrid reported. Musk's claim is an opinion about how informal some supply agreements are; it is not evidence that any contract has changed. The investors' letter pulls the other way from a quick appointment: a longer search keeps Kress in the interim role for longer.

Where the search stands

The board has so far said it has engaged no candidate and has not picked a search firm, as Voltgrid reported. The Financial Times reported on Nov. 13 that the board approached Arm chief Rene Haas, which neither company has confirmed. The board's independent inquiry also continues, and Reuters reported that Huang misled NVIDIA's general counsel about his ties to Alice Huang, which NVIDIA and Huang's representative declined to comment on. ANI says the investors' letter came as the board's inquiry into reports of a foreign intelligence effort aimed at Huang was under way.

What is not confirmed yet

NVIDIA had not publicly responded to the letter in the reports published on Nov. 14, and the letter itself has not been released; its wording here comes from ANI. It is not known whether other large holders support the request or whether the board will change its timetable. NVIDIA is due to report third-quarter fiscal 2027 results on Nov. 17, and any comment on the search or the letter is most likely to come then.