Letter: Altimeter's Brad Gerstner and Atreides's Gavin Baker urge Nvidia's board to consider "the potential return of Jensen Huang"; they own $2.13B in Nvidia (Katie Tarasov/CNBC)
Brad Gerstner of Altimeter and Gavin Baker of Atreides have delivered a joint letter to the company's governing body. The investors are formally requesting that directors evaluate a leadership strategy involving the potential return of Jensen Huang. Documented in an archived media report from November 14, 2026, the communication reflects direct engagement from two of the firm's major stakeholders.
Key points
Substantial institutional backing of over two billion dollars reinforces the shareholders…: Substantial institutional backing of over two billion dollars reinforces the shareholders' formal appeal.
The board of directors is facing direct external pressure regarding executive management…: The board of directors is facing direct external pressure regarding executive management decisions.
Archival records from November 14, 2026, document this coordinated push for major corpora…: Archival records from November 14, 2026, document this coordinated push for major corporate leadership adjustments.
Sources checked by our analysis pipeline: 1
Lauren Edmonds / Business Insider: |
Washington Post: |
Katie Tarasov / CNBC: |
Reuters: |
Dan Mangan / CNBC: |
Alex Fitzpatrick / Axios: |
Joseph Pisani / Wall Street Journal: |
Stephen Witt / New York Times: |
Bloomberg: |
@microsoft: |
Reuters: |
Kara Carlson / Bloomberg: |
Nathan Lambert / Interconnects AI: |
FinTech Global: |
Lucinda Shen / Axios: |
Jessica Hagen / MobiHealthNews: |
Financial Times: |
Financial Times: |
Alice Tecotzky / Business Insider: |
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