Yeah they're the shovel sellers of this particular goldrush.
Most other businesses trying to actually use LLMs are the riskier ones, including OpenAI, IMO (though OpenAI is perhaps the least risky due to brand recognition).
Nvidia is more likely to become CSCO or INTC but as far as I can tell, that's still a few years off - unless ofcourse there is weakness in broader economy that accelerates the pressure on investors.
Most other businesses trying to actually use LLMs are the riskier ones, including OpenAI, IMO (though OpenAI is perhaps the least risky due to brand recognition).