NVIDIA seem to be following a smart Intel-like strategy of selling chips and also creating software that helps create demand for those chips. With Intel it was things like MKL, IPP, OpenCV etc, and with NVIDIA it is not just CUDA and development libraries but also models like Nemotron.

The pure-AI companies like OpenAI and Anthropic are hoping to sell you API access to cloud-based AI, perhaps running on NVIDIA chips, but it seems NVIDIA's plan may be for you to run local AI, maybe from NVIDIA, running on local NVIDIA chips.