There's a lot of luck involved in the Nvidia story. Twenty five years ago no one was assuming there would be a need for $100M LLM training projects. No one expected the crypto mining demand either. To be honest they are lucky that CPU manufacturing didn't move into SIMD space and that the gaming market grew so much between 2000-2012.

Yeah they paved the road, but it's a surprise that it lead to many good destinations.