I think that's their exact plan. Cover all bases. The bubble can burst but that really only affects the UI model giants, the demand for AI won't drop even if frontier model companies won't find profitability enough to pay the bill
They are worried because prior to 2022 50% of their revenue was tied to gaming and now that division has actually dropped further cause it's not affordable. Meanwhile there's a dozen competitors working on asics for models. What point is there to run your model on a GPU when it's been made into an asic? None. So eventually when the models hit 99% on all the benchmarks you hit end game and the GPU becomes the worst way to run the model.