I think you're viewing it from the programming bubble. He's not that vested in AI success for programming. Even if AI code generation completely failed, NVIDIA's business is still more than OK because LLMs have a lot of other uses, killing Google search for example. That's not a small niche.
My previous response was refuting your statement: "The CEO of Nvidia is a smart guy, he's pushing the hype train because his business is riding the wave"