链研社|AI First🔶💧|11月 14, 2026 01:17
Elon Musk announced on X early this morning that he would sign a petition calling for Jensen Huang's return to Nvidia.
This post has already garnered millions of views and hundreds of thousands of likes.
Will signing enough petitioners bring Huang back?
Internally, the situation at Nvidia is even more lively. WIRED reports that a post on an employee suggestion box has over 1,600 comments, most of which express hope for Huang's return.
Nvidia is a Delaware company, and the CEO is appointed by the board of directors; shareholders do not vote.
Huang holds 3.58% of the shares but does not have super voting rights.
Even if a petition gets many signatures, it has no legal binding force on the board.
The newly appointed chairman, Harvey Jones, joined the board in 1993 and recently, along with other directors, appointed CFO Kress as interim CEO.
The most famous example of a petition for a return is that of Altman in 2023, who was fired by the board but returned after five days, prompting over 700 employees to sign a petition threatening to leave en masse.
That time, the board fired him, and the employees sided with the CEO.
This time, Jensen Huang resigned himself, and he's still facing an FBI investigation and congressional hearings. The Senate Banking Committee requires him to testify on December 3rd.
Intel's Brian Krzanich resigned in 2018 due to an office romance, and McDonald's John Easterbrook was fired in 2019 for the same reason; neither returned.
Polymarket has a betting platform specifically for whether he'll return to Nvidia.
Return by the end of November: 5.55%
Return by the end of the year: 9.85%
Return by the end of 2027: 30.5%
This betting platform even considers advisory positions, so the probability of him returning as CEO is even lower.
Why is this so hotly debated?
The three Republican House committee chairs were the first to want him to give a closed-door briefing.
The Democrats immediately took control of both the House and Senate. Schumer and Warren are focused on when the Trump administration found out and why they didn't act on it.
Trump claims Jensen Huang is going through hell and recommends Tim Cook as his successor.
My view is that the partisan struggle in the US has reached such a fever pitch that both sides are only interested in destroying each other. A CEO's private affairs are being used as ammunition by both sides, who have long forgotten that the investigation was originally for national security, and so far, they haven't found anything of substance.
Nvidia shares fell another 2% on Friday, closing at $162.85. Earnings will be released on November 17th, with Kress facing Wall Street for the first time as CEO.
A single sentence from Musk can garner millions of views, but it can't secure a vote on the Nvidia board. This factional infighting has indeed killed Nvidia and Jensen Huang, and has also dragged down the entire AI industry chain. Whose fault is this mess?
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