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Arguably tangential, but for how long more will Nvidia and CUDA avoid the US anti-trust?

Why would they be subjected to anti-trust? There's a robust competition from AMD and Intel, and NVidia is not using any obviously illegal competition tricks.

Idk how you're defining "robust competition", but NVIDIA and CUDA definitely rule the GPU computing space right now, at least judging from a biased sample of what I read online. Those who experienced computing in the 1990s and 2000s know of the harmful effects that result when proprietary tech stacks become de facto monopolies. Think Adobe Flash, think Microsoft's "embrace/extend/extinguish" strategy. Perhaps antitrust law needs rework if it can't deal with this kind of monopoly.

That's because CUDA had been better than alternatives for quite a while. But ROCm and MLX exist, and they are rapidly advancing. Google has its own chips, as does AWS.

There are also no signs of NVidia colluding against other manufacturers. For example, AMD's MI350[P] are all sold out for the next year or so.

I just don't see NVidia becoming the next MS circa year two thousand.

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