I wouldn't be so sure about that. There are hundreds of millions, if not billions of gamers, many of which use GPUs.

Its a stable market. Its not growing like the AI market is and Nvidia makes much higher margins by selling GPUs to the enterprise market. Gaming is bound to become a tiny piece of the pie.

For a time, so was bitcoin mining.

ML hardware sales are being driven by a 'Renaissance' of rapid model development and commercial offerings, primarily by the FAANG, but several others too. This is neat, but beyond the initial waves, OpenGPT isn't exactly the digital messiah many suggested it was, and running these models is expensive (both in HW and power for it). Time will tell, but I am skeptical this will be more than a craze for most applications (except digital art, which is awesome and has already been proven effective; just not maybe as marketable to the masses).

AI market just caught up with gaming this year. But aa it's growing faster than gaming, in a few years GPUs have to improve more in AI performance (matmul ops and interconnect) than gaming.