Never overestimate the intelligence of the decision makers at big bureaucratic tech companies. Also, it is not in the best interest of any of them to be reliant on NVDA or any other single vendor for any critical workload whatsoever. Doubly not so for NVDA's mostly closed source and haphazardly optimized libraries.

All that said, Bill Daly rocks, and NVDA is a hardened target. But the DL frameworks have enormous performance holes once one stops running Resnet-152 and other popular benchmark graphs in the same way that 3DMark performance is not necessarily representative of actual gaming performance unless NVDA took it upon themselves to make it so.

And since DL is such a dynamic field (just like game engines), I expect this situation to persist for a very, very long time.