[xnx]

Nvidia has been very smart to be well prepared, but the emergency of Bitcoin and AI were two huge bits of good luck for them. It's very unlikely that there is another once-in-a-lifetime event that will also benefit Nvidia in that way. Nvidia will be successful in the future, but it will be through more normal, smart business, means.

[ryao]

Those are both computational challenges. Nvidia is well positioned for those due to their push into HPC with GPGPU. If there is another “once-in-a-lifetime” computational challenge, it will likely benefit Nvidia too.

[quesera]

I would never bet against the market finding a use for higher performance products.

~"Good fortune favors those who are prepared to take advantage of it", etc.