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.