I think it all turned into a cluster**** once Nvidia pushed out RT. Remove that worthless junk from the GPUs, reclaim the 15-25% die space the RT and Tensor cores take up and push the rasterization side of things.
200% more transistors thrown at rasterization won’t make rasterization look any better. It has fundamental limits that can’t be solved by throwing more at it.
The entire semiconductor industry is struggling with diminishing returns due to slowing advances in transistor tech. Steve is trying to paint this as a problem unique to Nvidia for some reason. Anything for clicks I guess.