120,000 Sign Petition for Jensen Huang's Reinstatement as Musk Warns of Hidden Risks in Nvidia's Supply Chain
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Who are the 120,000 people signing?
The petition has crossed 120,000 signatures: over 64,000 shareholders, 6,078 current employees, and roughly 46,000 general supporters.
A prior survey on workplace platform Blind showed 82% of Nvidia employees voted to keep Huang at any cost.
This means → the pushback is not just external fandom — internal retention sentiment is equally intense, putting the board under pressure from both sides.
Why does Musk say the supply chain is at risk?
Musk cited semiconductor analyst Dylan Patel: many of Nvidia's critical contracts rest on Huang's personal verbal commitments, not written agreements.
Musk drew on his own procurement experience — Huang never broke a promise, and formal purchase orders were often signed after the fact.
Patel added that some smaller suppliers bet on capacity expansion based on personal trust in Huang. In plain terms = much of the supply chain runs on "Jensen said so" trust, and with him gone, whether that trust carries over is an open question.
What are the big Wall Street shareholders demanding?
Brad Gerstner of Altimeter Capital holds roughly 9.4 million Nvidia shares (worth nearly $1.9 billion); Gavin Baker of Atreides Management holds about 1.2 million shares (worth nearly $250 million). Combined, the two firms hold approximately $2.13 billion.
They sent a joint letter to the board with one core message: "Slow down, stay steady, and keep the possibility of Huang's return on the table."
This reflects a measured stance — the major shareholders are not demanding an immediate reversal, but insisting the board leave the door to reinstatement open.
Why is the security team's role under scrutiny?
Per TechCrunch, Nvidia's former chief security officer David Reber left in August citing health reasons; he had been diagnosed with early-onset Parkinson's disease more than two years prior.
His successor, Saša Zdjelar — who spent about 17 years at ExxonMobil before roles at Salesforce and ReversingLabs — has not responded to media inquiries about the security team's awareness during the Megaspeed investigation. Reber has also not commented.
Retired senior intelligence officer Nicholas Eftimiades noted that an executive's extramarital relationship with a federally investigated company's executive is a foreign-intelligence penetration risk security teams should flag — but corporate security teams are widely under-resourced and underfunded, and their warnings to the CEO are often dismissed.
How long is Nvidia's competitive lead?
Patel estimates Nvidia's advantage over its main rivals is roughly one year.
Customers including Google have begun evaluating alternatives; some who previously avoided diversifying suppliers for fear of offending Huang are now reconsidering.
Nvidia's Q3 earnings release on November 17 will be the board's first time facing the market without Huang on stage. This means → whether the reinstatement discussion gains real traction around earnings season is the single most important thing to watch.
What do prediction markets say about reinstatement?
On prediction market Kalshi, the probability of "Huang returning as permanent CEO before 2028" has doubled in the past 24 hours, reaching roughly 9%.
In plain terms = the market still sees reinstatement as a low-probability event, but the odds are rising fast — from "virtually impossible" to "cannot be ruled out."
市场有风险，内容仅供研究参考，不构成投资建议。