Greifeld
ON THE RECORD · 5 verbatim quotes · every quote source-verified
“so there's no bubble to burst here with respect to the valuation.”
Greifeld · said 2026-11-12 · reported 2026-11-12
Greifeld said he does not see a premium in Nvidia stock, noting it trades at a low multiple.
“What the board has to find out in the next days or weeks is, did Jensen lie to them? Right? Did he lie to them repeatedly on different topics? We don't know. Does he lose their trust basically on lying to them over the years? I'm sure the board would love to keep Jensen in place in some role. Right, his value to the company is quite large.”
Greifeld · said 2026-11-12 · reported 2026-11-12
Greifeld said the board must determine whether Jensen Huang lied to them and lost their trust.
“You're not going to change what is in the development plan for chips that exists today. So I think certainly it would be a loss, but given the nature of the business and the long lead time for these chip developments and the long contractual relationships they have with customers, it would give them certainly room to maneuver.”
Greifeld · said 2026-11-12 · reported 2026-11-12
Greifeld said the long lead time for chip developments and contractual relationships would give Nvidia room to maneuver.
“You can't deny the board has done a horrible job of succession planning,”
Greifeld · said 2026-11-12 · reported 2026-11-12
Greifeld told CNBC's Morning Call on Thursday that Nvidia's board has done a horrible job of succession planning.
“If there's a new CEO in, they don't have to make any decisions day one, day 30, day 60. They have time to really get their footing and come up with their own strategic vision,”
Greifeld · said 2026-11-12 · reported 2026-11-12
Greifeld told CNBC that a new CEO would have time to get their footing and develop a strategic vision.