So they’re basically making a 4080 Ti using the AD102 die for China by fusing off an additional 28 SMs.

Arc is no threat whatsoever to Nvidia, not unless Intel manage to scale up the architecture to enterprise-grade levels and develop something akin to the CUDA API.

I went from a 6700k to a 12900k. I’ll probably get Zen 5 3D or the i9 15th gen next year.

It isn’t a major architecture update. Nvidia’s slides from Ampere’s release stated that the next two architectures after Ampere would be part of the same family.

Performance gains will be had by improving the RT & tensor cores, using an improved node, probably N4X, to facilitate clock speed increases at the same voltages, and by increasing the number of SMs across the product stack. The maturity of the 5nm process will allow Nvidia to use larger die than they could in Ada.