>It's not different from other things like databases, GPU drivers, 3D engines for games, etc.

Not quite the same. E.g. databases are a part of the system itself. It's actually pretty helpful for a SWE to understand them reasonably deeply, especially when they're so leaky as an abstraction (arguably, even the more nuanced characteristics of your database of choice will influence the design of your whole application). AI/LLMs are more like dev tooling. You don't really need to know how a text editor, compiler or IDE works.