So, Intel will be first
Of course it will. Until it isn't.
Intel hasn't been first since a while. I wish Gelsinger all the luck, but Intel's build performance has been lackluster for more than a few years now.
Wait and see.
3D chiplets will be the key to building the world's first one-trillion transistor GPU, says TSMC chairman Mark Liu and chief scientist H.-S. Philip Wong. The semiconductor industry is always going to want to cram more transistors into processors, but as Liu and Wong outline in a IEEE Spectrum report, AI has made this demand …
Not an expert, but smaller node allows lower power, so going down to 2nm will mean lower power per transistor. Ditto if they can come up with some cost-effective exotic material with lower resistance. But in any case, if they want 100X or 1000X the transistors, 10X the power is the least to be expected. For cooling, maybe they could have some liquid cooling going through gaps in the 3-D structure? Although at that point you're getting to scales where fluids behave very differently.
The delineation is arbitrary, as these GPUs are not being used for graphics at all. The article specifically cited "needs" for growing AI demand and also talks about reticle limits. The real cost of AI is training where the constraints are memory, bandwidth, and power consumption - all of these "needs" are much better addressed by a solution such as what Cerebras offers.