Nvidia will charge a certain price for the robot inferences to run and the market will inevitably want more robots, so it is guaranteed that other companies will appear to offer cheaper alternatives. You've only got to look at the computer market.

At one time Intel was dominant. Then AMD appeared. Apple have recently moved from Intel to their own M series of chips.

Robotics will be exactly the same. Some robotics companies will invest in their own proprietary hardware. They'll train their own models so will know what is best to run inside their robots.

Also America is gearing up quickly to not be so reliant on TSMC. Soon there'll be other chip fab companies. There'll be lots.

I think Nvidia will be a big player for a while, but it won't be forever.