Is Nvidia about to have an iPhone moment? Nvidia releases an AI-based phone with an assistant you talk to, no other UI necessary. It could remain aware during calls like an available assistant so you can direct it to do follow up tasks, like check calendars, etc. It could completely change the paradigm and disrupt Apple's business model entirely.
The only think Nvidia has going for them is hardware and CUDA, I don’t even think they are very competent in the software department let alone consumer-facing software.