I don't really think Nvidia's luck is really just a luck. After all, they has the vision for CUDA, bet money on it, and succeeded. They CAN stop the effort at any point during the adventure, but they choose to continue. That's not luck, that's a vision.
BTW, the same book got picked up by some Chinese talk heads as an perfect demonstration showing the good side of capitalism, which I totally agreed. After all, if Nvidia was a Chinese company, they'll probably instead put their efforts into developing some massive-spying citizen-incriminating policewrongs-neverseening camera with funding provided by the government, thus almost guaranteed "success". I'm really glad that Nvidia is operating in a country where "making hardware so everyday people can use their computers to play games" is not something to be mocked at by it's (abusive)parents-acting government. Now, look who's paying smugglers for those A100 chips at double the price while crying? A well deserved fate on my book.
So again, "lucky success" maybe not just luck.