> Also, does that mean that once the AI bubble pops, Nvidia come come to the con...

> Also, does that mean that once the AI bubble pops, Nvidia come come to the consumer market with a powerful ARM gaming SoC?

Are we rewriting history? Nvidia had consumer ARM SoCs long ago before Qualcomm pushed them out with patents, modems, etc. See: Tegra.

Early day Tegra had quite a bit of Android market share (and they're also currently in the Nintendo Switch).