Just because customers use their hardware for AI does not mean the hardware maker is an AI company.
NVIDIA basically owns the market because of the stability of the CUDA ecosystem. So, I think it might be fair to call them an AI company, though I definitely wouldn't call them just a hardware maker.
You aren't even "dying on this hill", people like you are inventing a hill made out of dead bodies.
When more of their revenue comes from AI than graphics, and they're literally removing graphics output from their hardware...