I have made a lot on them but IDK about that long term. If the space grows by 10x then yes they all will grow because high tide lifts all boats but I don't see the monopoly lasting. Do you? FB, OpenAI, etc don't want to pay big bucks to Nvidia when they could build their own for 20% of the price, but alas, CUDA is the monopoly.

CUDA is the singular thing keeping Nvidia a monopoly in AI.