Yeah, but in this case they also built the pickaxes and drills and did it better than any other pickaxe and drill builder. In your analogy, they are commodities and a shop like that can be set up by anyone. But in this case, that doesn't apply. And if you look at their sales composition, they never pivoted away from gaming, but data centers clearly became ludicrously more attractive in the AI era. But they were always very good at computing triangles, perhaps the best in the world. They were lucky that market forces made that computation very valuable but they were not lucky in their ability to build it.

I do agree! They execute extremely well and Huang deserves praise for that. I just don't see him as a visionary leader shaping the industry in the same way that e.g. Jobs was. In an alternate world where the NSA doesn't create bitcoin and OpenAI is never founded, NVidia would be a stable, reliable producer of consumer electronic parts.