Hardware development has much higher inertia than software development, and so you can't just chase the wind and see market-disrupting results in a year or two.

Hardware development has much higher inertia than software development, and so you can't just chase the wind and see market-disrupting results in a year or two. Nvidia's success is rooted in design and business choices made a long time ago. They were bets at that time, as ambitious hardware initiatives need to be, and other vendors like AMD made different bets. Nvidia won their bet more spectacularly than others, and now gets to benefit from their lead as others slowly work to reorient their ships in its direction.