Nvidia Board Reportedly Approached Arm CEO Rene Haas To Succeed Jensen Huang As Top Execs Threaten To Quit, Join SpaceX Terafab Shashank Nayar Fri, November 13, 2026 at 3:33 PM EST 3 min read NVDA -2.13% ARM -4.32% SPCX -0.44% 9984.T -5.11% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
An internal social media letter purportedly signed by Nvidia staff demanded the board's resignation and Huang's reinstatement.
Nvidia's top leadership threatened to quit and join SpaceX Terafab.
As the leadership search continues, Nvidia Chief Financial Officer Colette Kress remains at the helm as interim CEO.
Rene Haas, CEO of Arm Holdings has been reportedly approached by Nvidia's board to replace Jensen Huang, while an unverified internal memo suggested NVDA employees have threatened to join SpaceX Terafab if Huang is not reinstated.
Haas has led the SoftBank-backed semiconductor designer since 2022. Before leading Arm, he spent roughly seven years working at Nvidia more than a decade ago. Haas maintains robust professional relationships with Huang and several members of Nvidia's board.
See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox
While Haas is only one of multiple candidates being evaluated and that no formal offer or acceptance has been finalized, his familiarity with Nvidia's ecosystem makes him a natural fit, FT reported.
In the interim, Nvidia CFO Colette Kress is managing day-to-day operations as interim CEO. Nvidia did not respond to Stocktwits' request for comment.
The executive search unfolds amid mounting internal friction. An internal letter circulating on X and allegedly authored by Nvidia employees has severely criticized the board's handling of Huang's exit.
The missive accuses leadership of negotiating in bad faith and jeopardizing decades of advancement made under Huang's leadership. The letter also warns that staff may resign to join Elon Musk's ambitious SpaceX Terafab initiative, noting that Musk has reportedly assured them that open positions await.
"Would be a powerful (and shocking) redemption story if he (Jensen Huang) could be reinstated as CEO ," Tom Lee, managing partner at Fundstrat Global wrote in a post on X.
Furthermore, an internal "suggestion box" post submitted before Huang's resignation by a longtime Nvidia engineer urged the company's board to consider employee sentiment before taking any action, Wired reported.
Meanwhile, three House committees have directed Huang to appear for closed-door testimony on December 1, or risk subpoenas, according to an X post by the Select Committee on China. Earlier in the day, CNBC reported Huang had agreed to testify before Congress before Thanksgiving.
Lawmakers are increasing scrutiny after Jensen Huang's links with alleged Chinese spy Alice Huang raised security and defense concerns.
Retail sentiment on Stocktwits was 'extremely bullish' towards Nvidia stock, with 'extremely high' retail chatter around the stock.
A user also supported Huang being reinstated as CEO.
Read More: Anthropic IPO Reportedly Closed To China, Hong Kong Buyers, Mirroring SpaceX Playbook
For updates and corrections, email newsroom[at]stocktwits[dot]com.
Shashank Nayar has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits.
GraniteShares' 2x Long and 2x Short Anthropic ETFs (AIL, ANS) Are Effective Ahead of Anthropic's Nasdaq IPO
SpaceX Starship's First Double Catch Is 'Massive' For Orbital AI Data Centers, Says Market Strategist
Tom Lee Says Jensen Huang's Return Would Be 'Shocking': Trump Reportedly Urged Him To Fight For His Job