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.
If you replace my GPU with AI hardware, are you implying that I'm supposed to use this AI hardware to drive my games instead of a GPU? It seems much more plausible that GPU will gain AI capabilities rather than be replaced by AI hardware. Why would I not need a GPU anymore?
This smells more like a big dream to me than an observation in where the industry is going.
