They didn't just focus on gaming though. They've spent the last two decades making sure they're the obvious choice for scientific and engineering number crunching, by creating and continuing to invest in CUDA. Which is also why they have been an obvious choice for the AI crowd.

They've benefitted from being in the right place, but being there was not (or, not only) luck.

Compare to AMD which did not do that and has not had the same level of benefit from the AI wave despite everyone obviously wanting a competitor to create price pressure.