CUDA is/was their biggest advantage to be honest, not the HW. They saw the demand to super high-end GPUs driven by Bitcoin mining craze thanks to CUDA, and it transitioned gracefully to AI/ML workloads. Google was much more ahead to see the need and develop TPUs for example.

I don't think they have a crazy advantage HW wise. Couple of start-ups are able to achieve this. If SW infrastracture end is standardized, we will have a more level playground.