There may be a short term panic to get position of CUDA GPUs which will allow NVDA to increase their prices a lot. But then other chip makers and software creator will build alternatives to NVDA
Look at AMD vs NVIDIA RTX implementations.
Nah, NVDA is a solid buy for long term. They also almost acquired ARM (Which shows where their heads are at at the very least.)
Owning ARM, the thing that is inside ya know, everyone's phones, routers, etc
