Altimeter, Atreides urge Nvidia board to keep Jensen Huang return option open

Public shareholder pressure on a board over CEO succession is unusual at this scale, and the disclosed combined stake gives the letter weight beyond commentary. The framing is notable: it endorses the interim CEO while explicitly preserving a return path for Huang, which signals concern about process rather than performance. For Nvidia's institutional holders, the question is whether this stays an isolated letter or becomes a broader governance debate. Watch whether other large holders publicly align, and how the board characterizes its succession timeline.