if nvidia don't release for 2 years then they will be well behind AMD who are on a 1 year ish cycle And are looking for a 100% uplift for RDNA3 MCM next time around. They can practically match nvidias 3090 now in performance while coming from a long way behind so if they can hook up RDNA3 then nvidia might find themselves where Intel are now in 2 years time.
AMD are on one year cpu cycles, we will see if that is true for GPUs (which I doubt it will happen).
RDNA3 MCM is not going to happen unless we have 5nm fabs producing a lot of wafers. There is currently a shortage of all types of silicon on any node. Also don't see it happening till they are ready to update the consoles to the next versions the ps5 pro and series x pro or whatever they will call it.
We will see but AMD and GPUs and 1 year cycles doesn't compute to me, cpus they have been lucky with so far. Even AM5 is just going to be a zen3 cpu made as zen4 with tweaks again to work with DDR5 and a slight IPC increase again for the first set of cpus.
All depends on 5nm fabs, as without that a RDNA3 MCM GPU will need a 1000W+ min PSU to run the system, how many people will be happy with replacing their PSU again and the power bill ?
AMD are actually stating a 50% uplift they are aiming for with RDNA3.
"Bergman pointed out that the performance-per-watt gains should be similar to the improvements achieved with the leap from RDNA 1 to RDNA 2. “... We have the same commitment on RDNA 3… We focused on that on RDNA 2. It's a big focus on RDNA 3 as well.” Bergman notes that the key here is to maintain a similar TGP while delivering 50% more performance so potential users are not forced to buy bigger power supplies and replace the cooling solutions"