Honestly if they got some high tier talent in, did a deep audit of existing talent and cut where there were any doubt then worked on their drivers in the open and shipped cards with 48GB+ VRAM then Nvidia would be in a difficult situation in 2 years.

Gotta open the drivers fully though because if you make the hardware totally outspec'd where it matters (VRAM) and the drivers are open then talent within the biggest orgs will go out of their way to help make your tech work in their farms, it's the only way to not be forever playing catchup.