For anyone actually buying GPUs this changes nothing this quarter. Same cards, same CUDA, same drivers. The moat was never one person, it's almost 20 years of CUDA being the default.

What I'd watch instead is AMD at the low end. The R9700 gets you 32GB, and people running them tell me ROCm still needs custom work but it's closing fast. If NVIDIA's position moves, it'll be that kind of slow drift, not who runs the company.