Jensen Huang Reportedly Considering a Return as Nvidia CEO, Financial Times Says

Three days after his November 12 resignation, Jensen Huang is reportedly discussing a return to lead Nvidia with close allies, according to the Financial Times, which cites people familiar with the matter. The report, picked up by Yahoo Finance and BeInCrypto, comes as two major shareholders have publicly asked the board to keep that option open.

Shareholder letter asks board to keep "all options on the table"

According to CNBC, which reviewed the letter on November 14, investors Brad Gerstner (Altimeter Capital) and Gavin Baker (Atreides Management) sent an open letter to Nvidia's board asking it to "pursue a slow, measured, and deliberate process regarding the future leadership of Nvidia" and to keep "all options on the table, including the potential return of Jensen Huang."

Nvidia denies any formal process

Nvidia says no formal process for Huang's return is underway at this stage; per its November 12 statement, the board is still searching for a permanent successor to interim CEO Colette Kress. Several outlets have also cited remarks attributed to US Treasury Secretary Scott Bessent reportedly calling for a quick leadership shake-up, though no primary source article could be directly reviewed to confirm the exact wording.

Some analysts skeptical

Not everyone shares that optimism: speaking to Newsweek, analyst Dan Ives (Wedbush) called a Huang comeback unlikely, arguing the reputational damage from the revelations that preceded his resignation is too significant.

Key takeaways

• The Financial Times reports Jensen Huang is discussing a return as Nvidia CEO with allies.
• Shareholders Brad Gerstner and Gavin Baker publicly asked the board to keep that option open, in a letter revealed by CNBC on November 14.
• Nvidia says no formal return process is underway.
• Analyst Dan Ives (Wedbush) is skeptical a comeback is likely.
• Huang resigned on November 12 following a board investigation into a possible foreign intelligence targeting effort.

Sources

• CNBC: "Nvidia investors ask board to keep door open to Jensen Huang's return," November 14, 2026
• Financial Times (via US News, Yahoo Finance, BeInCrypto), November 15, 2026
• Newsweek: comments from Dan Ives (Wedbush)

Photo: Jensen Huang at Stanford, April 2026. Credit Anders Eidesvik, CC BY-SA 4.0 license. See our November 12 article for full context on his resignation.