At a very high level, Nvidia and it’s GPUs are turning deterministic data/compute into tensor ops / mat muls, at increasingly compressed model rates. As such, it’s in a constant race with the GPU’s components itself to be eaten, outside the tensor cores, as it solves for each intermediary stage. You likely won’t need ray tracing cores, etc. World models are the ultimate acceleration of this. This type of consolidation on simple architectures is going to be really great for consumer devices long term, as world models / generative architectures become increasingly general purpose methods for computing.

By the way this is also the ultra bull case for TPUs ;) (Not a paid advertisement) 😉