Unverified Investor Letter Urges Nvidia to Keep Huang Return Option Open
TechNews reports that a joint letter attributed to Altimeter Capital Management and Atreides Management urged Nvidia's board to assess all leadership options, including a possible return by Jensen Huang. The letter was circulated on Reddit, but neither investment firm had confirmed its authenticity, and TechNews identified Brad Gerstner and Gavin Baker as the alleged signatories.
The purported letter adds institutional investors to the debate over Nvidia's CEO succession, although its unverified status limits confidence in the reported position.
Nvidia 創辦人黃仁勳因私人關係風波辭去執行長職務後，外界對其去留的討論持續延燒。如今支持黃仁勳的聲音也從科技產業人士延伸至機構投資人。外國論壇 Reddit 流傳一封署名 Altimeter Capital Management 與 Atreides Management 的聯名信，內容呼籲 Nvidia 董事會審慎評估未來領導安排，並保留黃仁勳回任執行長的可能性。不過這封信的真實性目前尚未獲得兩家投資機構證實。
這封公開信由 Altimeter Capital Management 執行長 Brad Gerstner，以及 Atreides Management 管理合夥人兼投資長 Gavin Baker 共同署名。兩人以 Nvidia 股東身分表示，黃仁勳過去長時間帶領公司取得非凡成就，而近期圍繞其離職的事件仍存在高度不確定性，因此董事會應採取審慎、循序漸進的方式處理領導權交接問題。
#Nvidia#Jensen Huang#Altimeter Capital Management#Atreides Management#Brad Gerstner#Gavin Baker#Colette Kress#Harvey Jones