I think a good non-tech comparison is moderna. They made a shitload of cash from covid vaccines being state subsidized and then once the initial backlog of orders cleared they reduced to next to no cash flow. They’re still better off than they were before (and nvidia will be too, there will always be some demand… but not years of backorders.) Moderna is still downsizing heavily though and can only have more layoffs unless something changes.

I’d say they will end up around 2-4x their original revenue, in ~5 years.