Serenity: Jensen Huang is almost irreplaceable; removing him would severely damage Nvidia's long-term development.

November 12 - Serenity posted that Jensen Huang is almost irreplaceable for NVIDIA. This is akin to how Tesla losing Elon Musk could cause the company's valuation and market confidence to collapse.

Jensen Huang bet on CUDA before the AI explosion and set out to build the Neocloud ecosystem; locked in key supply chain capacity years in advance and launched rack-level systems integrating CPUs, networking equipment, and other components; through investments in companies like Marvell (MRVL) and MediaTek, turned the competitive threat from ASICs into new growth opportunities, competing with Broadcom (AVGO) while bringing these partners into NVIDIA's NVLink ecosystem. These decisions demonstrated remarkable foresight.

Jensen Huang almost single-handedly built the financial and industrial ecosystem surrounding the current AI investment boom. He grew NVIDIA from a startup into a giant with a market cap exceeding $5 trillion, and on this foundation, the company is still expected to achieve sustained growth, with projected future growth reaching 70% in fiscal year 2028. Maintaining this growth expectation at such a massive scale is equally incredible.

Although one typically does not make negative comments about companies, even if NVIDIA's actual revenue or product roadmap does not undergo substantive changes over the next two years, merely removing this representative figure of the AI investment wave and visionary in the technology field could have a catastrophic impact on NVIDIA's long-term development.