The number of companies that wish they were a SW company rather than a HW company is very long, and despite all their efforts once they get to a certain size the die is cast.
Getting good AI talent now is very costly. HW engineers are cheaper.
Nvidia has more SW than HW engineers for a reason and the transformation for that started slowly almost 2 decades ago and accelerated 2012 with AlexNet, the first public showcase of a NN running on GPUs. Jensen saw what that meant and transformed the company from that moment focusing on DeepLearning.
Nvidia isn't waiting for a market to develop but prefers to create markets by tackling hard and complex problems. It seems that Nvidia got lucky with AI but it was a long lasting preparation for Jensen.
Either you're the type of company that does that, or you aren't.