{
  "id": 19585591,
  "title": "What smart people in business and tech are saying about the Nvidia board potentially ousting Jensen Huang",
  "url": "https://urgent.news/2026/11/12/what-smart-people-in-business-and-tech-are-saying-about-the-nvidia",
  "topic": "business",
  "section": "Business",
  "published": "2026-11-12T01:58:25.000Z",
  "source": {
    "name": "Business Insider",
    "slug": "business-insider",
    "url": "https://www.businessinsider.com/smart-people-react-nvidia-board-removing-ceo-jensen-huang-2026-11"
  },
  "original_language": "en",
  "account": "Potential ouster of Nvidia CEO Jensen Huang has sparked discussion among tech and business professionals. Nvidia's stock dropped by 8% following a Wall Street Journal report that the company's board intends to remove Huang.\n\nAccording to Ross Gerber, CEO of Gerber Kawasaki Wealth & Investment Management, Huang's departure would disappoint shareholders, but he believes the company can succeed without him. Gerber also stated that Nvidia needs to focus on selling chips.\n\nEric Wallerstein, chief macro strategist at Clocktower Group, warned that Huang's potential removal could shake investor confidence in the broader AI trade due to Huang's role in financing the industry. He added that removing Huang would increase the risk premium on AI-related assets.\n\nEd Zitron questioned what else Nvidia might be withholding from investors, citing the company's past regulatory troubles. He also pointed out two previous SEC cases involving Nvidia in 2002 and 2022.\n\nJason Calacanis, co-host of the All-In Podcast, suggested that the board should keep Huang as chairman if an investigation finds no wrongdoing. He believed that China doesn't need Nvidia's chips, and America needs Nvidia to win in the technological race.\n\nKeith Urbahn, president of Javelin, a literary and creative agency, called the situation a \"generational case study in how not to manage a crisis.\" He suggested that the board should speak with its own voice and not outsource institutional credibility to the CEO.\n\nByrne Hobart, venture capitalist and founder of The Diff, believed that ousting Huang could lead to new competition for Nvidia. He noted that Huang's wealth and influence would make it difficult to enforce noncompetes in his home state.\n\nAnthony Pompliano, a crypto investor and entrepreneur, predicted that Huang's yet-to-be-launched competitor would do well in the seed round. Gene Munster, managing partner at Deepwater Asset Management, stated that Nvidia will continue to sell chips regardless of Huang's position.\n\nJim Cramer, host of CNBC's Mad Money, questioned how investors should value Nvidia's stock following the possible ouster of its CEO.",
  "summary": "Nvidia's stock dropped on a report that the board is weighing removing CEO Jensen Huang. Here's what smart people are saying.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "VnExpress Business",
        "title": "Warren Buffett becomes world’s seventh-richest as Jensen Huang drops out of top 10",
        "url": "https://urgent.news/2026/11/11/warren-buffett-becomes-worlds-seventh-richest-as-jensen-huang-drops",
        "published": "2026-11-11T08:00:49.000Z"
      },
      {
        "outlet": "Axios",
        "title": "Nvidia sinks after report implicates CEO Jensen Huang in 2nd affair",
        "url": "https://urgent.news/2026/11/11/nvidia-sinks-after-report-implicates-ceo-jensen-huang-in-2nd-affair",
        "published": "2026-11-11T22:59:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}