Say what you want about the Altmans who lucked into a rising tide, but Nvidia has been doing hard engineering, consistently delivered, strategically brilliantly for a couple decades now.
Plus, the primary risk here isn't that secrets were exposed but rather that Huang attempts to hide the thing and makes himself vulnerable to blackmail. The facts leaking (three letter agency off the record?) nuked that possibility.
They lucked into being the available useful product when the transformer dropped. This was not some megabrain multi year preparation they had been doing.
Jensen did attempt to hide the affair. That's why it was an affair. Even now he does not mention the fact that he sold billions of dollars of chips to his girlfriend's shell company, violating export controls and creating a NatSec risk.
It was a bet that the future would need more streaming parallel compute, and GPUs were well-placed to deliver it.
That's a shrewd bet, and one AMD (and Intel) were stupid not to also make.