There seems to consensus that it is not competition for tall food. Giraffes actually often feed on resources that are lower than their maximum possible height. See:
This paper put forth the idea that sexual selection is the reason behind long necks. The idea is that longer necked males are dominant. But this theory has also been questioned. See:
So in the end there's no clear consensus. Some papers have returned to the theory of competition for research in the past few years.To put it simply, no there is no consensus.
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