I think you can pretty much bank on the fact that large scale vector and matrix calculations aren't going away, regardless of which hype-wave they're a part of.

I think you can pretty much bank on the fact that large scale vector and matrix calculations aren't going away, regardless of which hype-wave they're a part of. The threat to NVIDIA is probably from startups also working in the space of machine learning acceleration, not from industry demand itself. If anything, ML will just move more and more from "tech"[bro] type companies and into more and more broader industry. Aerospace & defense, manufacturing automation, etc. etc. It's not about chatbots and AGI, it's about dealing with huge quantities of data, and that's not going away.