I think there's also a very high prospect of virtual worlds with virtual people (SFW or otherwise) becoming popular, rendered with Apple/META goggles...that could require insane amounts of compute. And this is just one possibility. Relatively cheap multimodal smart glasses you wear when out and around that offload compute to the cloud are another.
Nvidia could just as easily triple in short order as get cut in half from here imho.
Ya, I saw those demos (I own the stock), incredible. But I'm thinking things more like just a single VR friend who has memory and (optionally) prior knowledge of your background. I think these could be an absolute blessing for a lot of people who have lots of time on their hands but no one to talk to.
Or, leaning more towards your examples, a Grand Theft Auto style environment containing millions of them, except life like.
Nvidia could just as easily triple in short order as get cut in half from here imho.