I like nextplatform and nvidia did just have a great quarter. Tensorflow runs best when accelerated by nvidia GPUs.

However, the article vastly oversells nvidia in the HPC space. Intel's MIC platform is targeted at competing with GPUs, and cuda is a closed standard. Nvidia is by no means dominant in HPC, and has parts in only two machines in the top-10, and none that I'm aware of under contruction.

Finaly, Exascale architecture is likely to be radically different than present tech. It could absolutely shake up the environment significantly.