Nope. Anything inheriantly serial is better off on the CPU due to caching and it's architecture.
Many things that are highly parallizable are getting GPU enabled. Games and ML are GPU by default, but many things are migrating to CUDA.
You need both for cheap, high performance computing. They are different workloads.
No - because this eliminates entirely or shifts the majority of work from GPU to CPU - and Nvidia does not sell CPUs.
I'm not even sure how to reply to this. GPUs are fundamentally much more efficient for AI inference than CPUs.Whether your new coprocessor or instructions look more like a GPU or something else doesn't really matter if we are done squinting and calling it graphics like problems and/or claiming it needs a lot more than a middle class PC.
CPU chipsets have borrowed video decoder units and SSE instructions from GPU-land, but the idea that video decoding is a generic CPU task now is not really true.
Now maybe every computer will come with an integrated NPU and it won't be made by Nvidia, although so far integrated GPUs haven't supplanted discrete ones.
I tend to think today's state-of-the-art models are ... not very bright, so it might be a bit premature to say "640B parameters ought to be enough for anybody" or that people won't pay more for high-end dedicated hardware.
Depends on what form factor you are looking at. The majority of computers these days are smart phones, and they are dominated by systems-on-a-chip.
If the AI market gets 10x bigger, and GPU work gets 50% smaller (which is still 5x larger than today) - but Nvidia is priced on 40% growth for the next ten years (28x larger) - there is a price mismatch.
It is theoretically possible for a massive reduction in GPU usage or shift from GPU to CPU to benefit Nvidia if that causes the market to grow enough - but it seems unlikely.
Also, I believe (someone please correct if wrong) DeepSeek is claiming a 95% overall reduction in GPU usage compared to traditional methods (not the 50% in the example above).
If true, that is a death knell for Nvidia's growth story after the current contracts end.