This. Jensen (Nvidia CEO) is being a bit humble here given the massive investments the company has made into CUDA for the past decade. Now they're simply reaping the benefits. Sure, ChatGPT's arrival last year was the spark but arguably it was inevitable sooner or later.

Case in point: Nvidia has been hosting "GPU Conferences" annually to build awareness and drive adoption of CUDA. These events surely aren't free to host but necessary to build momentum and give an edge to your custom stack.

Luck is more applicable to the cryptomining boom and bust cycles that Nvidia also profited from. Their gaming GPUs (along with AMD's) just happened to be the best available at the proof of work.