Nvidia is imho kind of a resurgence of large scale 90s Unix systems (ala SGI) [1], and not just by pricing and looks but also if you look at the vertical integration. I think this kind of business setup is more vulnerable to competition from below than people like to think, and it really only takes 1-2 product misses for a big shakeup.

[1] Co-developed proprietary software stacks running on highly proprietary and non-standard hardware targeting very specific workloads.