His main idea is that x86 will decline in GPU host roles because Intel is deliberately limiting PCIe bus width, but then he shows AMD (another manufacturer of x86 chips) which has no such interest, delivering what he's asking for basically right now.
He also seems to think that NVIDIA will be the sole winner, but if you think about it, AMD seems much better positioned. They manufacture chips which implement the most popular server ISA (x86) and on the same process they manufacture GPUs which are objectively more suitable for the tasks that are driving adoption(and starting to be, now that the software is catching up).
So really the situation is not "NVIDIA is killing x86", it's "Discrete GPU vendors are selling more GPUs than fit on Intel's x86 implementation. Which will drive the adoption of systems with lots of bus width."
It is, I think he ends with the possibility that with Arm being integrated into the GPU - a new possible world exists with the lack is a lack of Intel. With Linux and Windows Arm ready it could be very interesting the kind of possible system builds. For one having as many pci express lanes (or something completely different). Would be great to see a platform that is more friendly to extracting as much out of it as possible.
Wouldn't that be basically exactly the same as integrating the GPU into the CPU? This is something that AMD already does. The question is: does it have a considerable positive impact on compute workloads?. It doesn't seem like anyone is clambering for it, so I doubt it matters much. More peripheral bus bandwidth and connectors is probably all that anyone cares about.
He also seems to think that NVIDIA will be the sole winner, but if you think about it, AMD seems much better positioned. They manufacture chips which implement the most popular server ISA (x86) and on the same process they manufacture GPUs which are objectively more suitable for the tasks that are driving adoption(and starting to be, now that the software is catching up).
So really the situation is not "NVIDIA is killing x86", it's "Discrete GPU vendors are selling more GPUs than fit on Intel's x86 implementation. Which will drive the adoption of systems with lots of bus width."