Nvidia had solid buy-in with CUDA, was deeply integrated in datacenter/edge compute, winning in crypto, powering the Nintendo Switch and crushing benchmarks like King Kong. 5 trillion seems a bit out-there, but in 2019 I could tell they were criminally undervalued. All it would take to blow up their demand was a data-intensive server side application - at first people thought it was crypto, but now it's looking like AI/robotics.