They're a growing niche right now, and are impacting gpu availability quite strongly, but AMD/Nvidia are both quite rightly worried. If ethereum drops, or someo

They're a growing niche right now, and are impacting gpu availability quite strongly, but AMD/Nvidia are both quite rightly worried. If ethereum drops, or someone cracks ASIC mining (nobody mines bit coin w/ gpus anymore, but some currencies were designed with ASIC resistant algorithms) then demand could plummet overnight and literal tons of cards would show up used. Sure, ML has been a growing field, and I don't see that changing overnight, but basing a long-term business and trillion dollar fabs on crypto would be insanity. Although I wouldn't call mining a niche hobby, there are some fairly sizeable commercial operators.