Personally I wonder even if the LLM hype dies down we'll get a new boom in terms of AI for robotics and the "digital twin" technology Nvidia has been hyping up to train them. That's going to need GPUs for both the ML component as well as 3D visualization. Robots haven't yet had their SD 1.1 or GPT-3 moment and we're still in the early days of Pythia, GPT-J, AI Dungeon, etc. in LLM speak.
Exactly, they will pivot back to AR/VR