When we asked Jensen about Globalfoundries, the big man from Nvidia said that Nvidia likes to work with companies that are customer centric. Since TSMC has 200 customers its kind of hard to be in center of attention, while such a thing might be possible with some alternative fab companies, such as Globalfoundies.
During our conversation it came up that Nvidia would soon have to pick a fab in order to be able to start designing 28nm GPUs that should come in two years from now, or even a bit later. Globalfoundries might be the one, but this won’t be confirmed for quite some time.
Jensen also hinted that there might be 32nm process that should appear in-between the current 40nm and future 28nm process.
The future of GPUs is quite clear, at least in one way. You can always expect more transistors and a smaller manufacturing process.