[Serenity: Nvidia Successor May Struggle to Maintain 70% Year-on-Year Growth; Optical Communications and Memory Chips Expected to Outperform the Market] BlockBeats reported on November 13th that Serenity stated that Jensen Huang is irreplaceable for Nvidia. He believes that Nvidia's existing product roadmap, business commitments, and revenue base remain intact, and as long as AI demand continues, the new management can still drive existing business growth. However, he questions whether his successor can mobilize hundreds of billions of dollars in capital and secure supply chain commitments for next-generation technologies like Huang did, and maintain a year-on-year growth rate of approximately 70% despite capacity constraints. Serenity predicts that the expansion of the Nvidia ecosystem may slow. For new projects outside the existing architecture, the successor may not be willing to make the same level of commitment to emerging cloud service providers and supply chain partners in Taiwan, South Korea, and Japan. He also predicts that the new CEO may be more inclined to cooperate with Washington in restricting China's access to GPUs and reduce support for open weighted models, which could benefit OpenAI and Anthropic. He is also more cautious about whether Nvidia can maintain its competitive advantage over AMD, Broadcom, and major cloud service providers. Serenity emphasized that he remains optimistic about the AI industry, expecting sectors such as optical communications and memory chips to continue to outperform the market. He lowered his confidence in Nvidia's next phase of growth beyond its current product roadmap, rather than his overall assessment of the AI industry. [Original Link]