Did we watch the same presentation? NVidia knocked it out of the park.
Thread block cluster is obviously amazing. Routing between SMs / compute units will be far faster with this level of software abstraction, and it will be exceptionally easy to write code for. NVidia always impresses me with their advanced software techniques and clear understanding of the fundamental model of SIMD compute.
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Ignoring those software details... the important thing is GH100 will be TSMC 4nm, which is 1.5 nodes ahead of the 7nm Dojo. A significant process advantage, representing 60+% less power usage and 300% the transistor density of the older 7nm tech.
Even if NVidia's GPU had issues, there's something to be said about just being a raw process node (or 1.5 nodes) ahead.