To your point, when you look at both crypto and AI I see a common theme. They both need a lot of computation, call it super computing. Nvidia makes products that provide a lot of compute. Until Nvidia’s competitors catch up I think they’ll do fine as more applications that require a lot of computation are found.
Basically, I think of Nvidia as a super computer company. When I think of them this way their position makes more sense.
I wonder if all these companies rolling out AI before it’s ready will have a widespread impact on how people perceive AI. If you learn early on that AI answers can’t be trusted will people be less likely to use it, even if it improves to a useful point?