I remember it differently. CUDA was built with the intention of finding/enabling something like deep learning. I thought it was unrealistic too and took it on faith in people more experienced than me, until I saw deep learning work.

Some of the near misses I remember included bitcoin. Many of the other attempts didn't ever see the light of day.

Luck in english often means success by chance rather than one's own efforts or abilities. I don't think that characterizes CUDA. I think it was eventual success in the face of extreme difficulty, many failures, and sacrifices. In hindsight, I'm still surprised that Jensen kept funding it as long as he did. I've never met a leader since who I think would have done that.

So it could just as easily have been Intel or AMD, despite them not having CUDA or any interest in that market? Pure luck that the one large company that invested to support a market reaped most of the benefits?