Billionaire investor Leo KoGuan has expressed his displeasure with further investing in Nvidia, following Jensen Huang’s abrupt resignation as CEO.
The Indonesian-born Chinese American businessman declared that he will make no additional investments in the chipmaker unless its longtime leader remains at the helm.
Speaking on Huang’s departure, he said,
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“In the next 3 years, nothing has changed on NVDA’s trajectory. However, I will reduce my planned investment in NVDA. Instead, I will invest more in other SI companies. I hope and plan to invest in Jensen Huang if he creates or buys si company. I hope he will offer me the opportunity to invest in his future company.
KoGuan noted that he has already poured approximately $1.3 billion into Nvidia shares. The Singapore-based investor, whose fortune is estimated at $13.2 billion according to the Bloomberg Billionaires Index, began building his stake in March 2026 after years of concentrating much of his wealth in Tesla.
KoGuan has been among the most vocal in expressing his displeasure at Huang’e departure. In a series of posts on X, he described Huang as the “supreme creator” who built the super-intelligence chip industry and the broader ecosystem around it. “Without Jensen’s NVDA, no si global economy and its ecosystem. We owed si world to him,” he wrote.
While acknowledging that Huang had made mistakes, KoGuan argued that creators should be rewarded rather than punished and that America is a civilization that cherishes builders.
He added that Nvidia’s business trajectory remains solid for the next three years but said he would reduce his planned further investments in the company and redirect capital toward other super-intelligence firms.
At the same time, KoGuan made clear his personal loyalty lies with Huang: “I hope and plan to invest in Jensen Huang if he creates or buys” another super-intelligence company. “I hope he will offer me the opportunity to invest in his future company.”
KoGuan’s comment comes amidst calls for the return of Huang back as Nvidia CEO. Binance founder Changpeng Zhao, known as CZ, has publicly stated that Nvidia made a mistake by accepting Jensen Huang’s resignation as chief executive, president, and board member.
CZ’s criticism centers on the risks of losing a founder who shaped Nvidia’s strategy, culture, and technological edge over three decades.
Huang stepped down effective immediately on November 12 after Nvidia’s board accepted his resignation amid an internal investigation.
The probe followed reports of multiple extramarital affairs, including one with a woman U.S. authorities suspected of ties to Chinese intelligence and another with a company executive who reported to him.
Nvidia immediately named longtime Chief Financial Officer Colette Kress as interim CEO while the board searches for a permanent successor, and it appointed longtime director Harvey C. Jones as its first board chair.
The company’s shares reacted sharply to the leadership change, plunging more than 15% at one point and erasing hundreds of billions in market value before partially recovering.
The episode has underscored the degree to which investors view Huang—who co-founded the company and guided it through the AI boom—as central to Nvidia’s identity and future.
Outlook
KoGuan’s decision to reconsider his investment strategy presents another potential challenge for Nvidia as it navigates the uncertainty surrounding Huang’s departure.
Although the company retains a dominant position in the artificial intelligence chip market, the reaction from prominent investors suggests that leadership stability and confidence in its management remain critical to its valuation.
The development also highlights the extent to which Nvidia’s investment appeal has become intertwined with Huang’s personal influence.
His departure raises questions about whether the company can maintain the same pace of innovation, strategic direction, and relationships with major technology customers under a new leadership structure.