I agree with Bear. It is too early to make such a prediction. They do seem to have become the de facto standard in the data center, certainly in gaming graphics. In those two settings, yes, things seem good. But the pecking order of AI on the edge has yet to be written. This is things like autonomous driving, drones, IoT.
Further complicating matters, is unlike past times, today, we have 4 or 5 companies, mostly 4 as IBM really seems not to count much in regard to standard setting, who are actually large enough, and focused enough, and talented enough, to create their own fundamental disruptions in the AI technology.
This said, 10 years from now, if all goes well…maybe not Apple in value but certainly Intel at its peak is not outside of the bounds of possibility, adjusted for inflation upward of course.
The same claim was made about QCOM in 2000 by an analyst stating that QCOM would be the first trillion dollar company. What the analyst got wrong was that there were limits to the 3G market and that QCOM would not dominate in any special manner 4G. 5G is coming up, and as posted on NPI there appears to be a policy slide show advocating that Trump federalize the roll out of 5G so as to roll it out nation wide within 3 years.
Is the document real? Dunno. But even the rumor of it may accelerate the roll out by the incumbents to avoid any such thing.
The faster 5G rolls out, the better it is for Nvidia, as 5G enables the IoT economy on the edge, as well as autonomous driving.
The faster these things mature, the harder it will be for some alternative solutions to compete effectively with Nvidia, once Nvidia becomes a market standard, because the market needs a standard.
Interesting times to come.