Pretty much fanfic. The gap between premise and execution remains limiting. Nvidia has adapted to changing markets better than anyone else up to this date which is what got them to the top in the first place. What makes you think "this time it's different?"

The fallacy I see repeatedly is someone spots a legitimate issue that could hurt Nvidia and by the time they have stood up the challenge to pull that off, Nvidia has pivoted and addressed it. Or more recently, they just acquired it like Groq.

For your premise to hold, you're asserting Nvidia is blind to inference. And yet his public positioning suggests otherwise.

https://qz.com/nvidia-gtc-2026-jensen-huang-keynote-takeaway...

What makes you think they've hit some sort of metaphorical iceberg and all they'll do before they sink is rearrange deck chairs?