There were a lot of computer graphics cards manufacturers back in the 90's. Nvidia survived amongst the whole pack of them. 3dfx, Matrox, S3, ATI, Cirrus. How much of that is soley due to Jenson vs outside factors outside of his control, only he really knows, but I think her deserves a bit more credit than right place right time. CUDA was a very expensive investment with zero guarantee of payoff. The market could have gone an entirely different way and Nvidia would have failed.

That's fair. NVidia's execution has been rock solid for as long as they've been around and Huang deserves credit for that. But I would say most of the reason they've 100x'd since 2017 has been external forces.