Some technologies are great, pioneering even, and full of potential, and still flop in the market.
Bitcoin at $71k is hardly a flop.
That was a term coined by stephenson during the early web, 1992. Virtual worlds are still extremely popular.
As for bitcoin itself, people and companies have hyped it for their own benefit, but bitcoin itself isn't a company, and therefore isn't hyped. It is one technology that lives on its own and survives primarily because of the will of the people that choose to participate in it.
But no matter what all the companies will do with AI, they will all need AI computing. So it's not so difficult to predict that Nvidia will be a clear winner. Nvidia has had competition for 8 years in the AI space. Their market share today is more dominant than it ever used to be.
Probably, Nvidia has already won because of 5 million CUDA developer who will hardly switch to other platforms. It's basically Windows SDK and Apple/Android SDK reloaded.
They may not. Like I said before, there have been many very innovative technologies that did not see uptake by the general public as was expected (VR, cryptocurrency).
AI could be the next cloud computing that every company pays for but which eventually commoditized down to a relatively low margin business. It could be something Nvidia strangleholds and milks money out of for decades with little competition like Facebook with social media, or it could be something people don't reach for as much as we thought they would. We don't know yet
How much is the internet worth today?
Imagine asking these questions in the early 90's when "the web" was just getting started. Or when bitcoin was $0.10.
These are the sorts of headlines people make fun of later on, “The internet is just a fad.”
People learned their lessons and are way more willing to make bets on the future. Right now, clearly this is AI.