Largely agree with this analysis, however your claim about nvidia:

> There is no way the nVidia monopoly will last more than another two years tops.

I feel as if I've heard paraphrases of this sentiment for at least the last ~6 years. Is there a reason you think nvidia's monopoly is decreasing or will decrease? They have quite the lead in terms of market share for discrete GPUs AFAICT (https://www.tomshardware.com/news/gpu-market-healthy-and-vib...). Even if costs go down etc., there are market dynamics at play here that I'm not convinced this industry will get disrupted anytime soon. The only major competitors in innovation for this space are Apple, Intel, and AMD, with Apple being the only one with manufacturing improvements, and that's a walled garden with very low market share for desktop computing.