Insane conspiracy theory. There's no incentive whatsoever for Nvidia to release weak models. If you bothered to pay any attention, they are aggressively trying to catch up. Whether they succeed, that's of course a separate question.
similar to how eventually AWS started making their own chips for data centers, and Apple did that for their hardware, it's not a ridiculous thing to plan for the AI companies to start making their own chips to optimize for their use cases and cut out the middleman for margins.