There's a nearly 20 year lead up to the current CUDA dominance including working with developers, but on the gaming side there's also a parallel with the dominance of nvidia's gaming tech versus how much ATi/AMD were able to get their tech to stick. Nv invested not just in capable hardware then throw it over the fence to leave developers to figure out, but software solutions easily integrated by others and engineer support to show off their hardware in the best light.
More directly on topic, I can't help thinking this is also a question of "what have you done for me lately" versus "what are you going to do for me tomorrow". It's hard to doubt he and the company as a whole have executed a vision and reaped the rewards, but have they been planning and doing the groundwork for another act.
> planning and doing the groundwork for another act.
A nontrivial part of which is pumping up an infrastructure bubble with NVIDIA money. It wouldn't shock me if that very aggressive and increasingly questioned strategy plays a role in whatever happens to Jensen.