hes not entirely wrong given the goals and features currently offered.
take for example, DLSS upscales and frame generation are “AI” pixels. Nvidia at the current moment is testing a Nvidia AI assisted form of Auto HDR that in practice is better than Windows implementation in terms of brightness contrast (although its a bit too aggressive in color saturation). Were moving to a point where ai has some influence on each individual pixel in the game.
the compute die on a gpu may just end up surpassing the gpu die size at some point,. making it more of a compute card than a graphics card, similar to how the blackwell reveal die was.
blackwell introduces nvidia into the age of multi chip based dies, so its amatter of time where components will be sepeate in the same sort of way amd gpu dies have seperated i/o. intels gpus are heading down a similar path. currebtly they are pretty monolithic, but as time progresses, the compute aide of the die may be larger than the graphics on die.
especially if the idea is that it may happen from 5-10 years