He may not have predicted the specifics, but they didn't just happen to be there. Nvidia started work on CUDA in 2004, and aggressively iterated machine learning hardware and software for twenty years to get into the position they had for the boom.

Well AMD and Intel were too, and they've not delivered remotely close to the same performance as NVIDIA.

Ok AMD had some financial woes, but it also has made a lot of less optimal technical and business decisions that were entirely unforced errors.