I believe lowering the voltages has helped curb heat and I think you can set it to a lower TDP, the X3D chips do very well even at 65 watt TDP for gaming.
It may be longer, but I don't know the future or how well received AMD's Instinct lineup will be in the coming years. In a couple of years Nvidia might become the most valued company, beating even Microsoft.
High performance equals high dollars, and newer nodes are not getting any cheaper. Ask Intel who bought a new High NA tool from ASML for a cool 300-400 million for 1 tool!
That is why most comments from old time investors are not relevant, the world is changing and they are still clinging to what was. Sawm can be said of some CEO's who are not getting with the times and the company they are leading is dying because they are clinging to old ways and means. I know...