It is rewriting history to think that this was prescience.
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.
GPGPU across the product line with a stable programming interface isn't contingent on LLM success.
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.