For Nvidia specifically I think that's only true of the gaming market (maybe crypto as well?), but my understanding is their massive increase in value over the last half-decade or so is predominantly from the deep learning market, where they continue to dominate by no small margin due to CUDA being a hard dependency of the major DL frameworks.
I don't have any hard numbers on it, but I wouldn't be surprised if the CUDA-tax is more than the Intel-tax ever was.