That’s an absurd statement considering Nvidia has been pushing CUDA since 2007. I doubt Nvidia was making a “bet” on set-top boxes as the next 100 billion dollar idea. It was simply gaming adjacent which was the main market for GPUs which is their business. Nvidia has maintained their position on GPGPUs potential for 15 years before they paid off. Literally no other company had that vision. If that was an obvious thing, where is Intel, AMD, Samsung, TI, or Qualcomm chips? They only had 15 years. It’s crazy to call it “right place right time” when they have been anticipating it for over 15 years.

Self driving cars are poised to be huge, Nvidia simply didn’t have good execution or plan there because they focused on the hardware rather than data collection. Not sure how the ARM acquisition attempt was an unforced error. Data centers are buying Nvidia GPUs and AMD CPUs. Could have been Nvidia both. It was just in an unfavorable political climate.