It will be very interesting to see what impact integrated 22m graphics have on external graphics in PCs.
However, Nvidia already is far ahead in the emerging smartphone and tablet markets than Intel is with its Medfield SoCs.
I used to respect Dally as an academic, but I think he's drinking way too much koolaid these days. 2.5d is on everyone's roadmap - it's a no-brainer, not to say that it'll be trivial to accomplish. the only thing that's surprising here is that we're not seeing more early-adopter 2.5d products (you know: products that are clearly flawed but intended to provide the vendor with lessons for rapid follow-up products).
Developing an I/O standard in vaccum is not going to help unless internal chip to chip within NVDIA. If there is no standards, then there is no memory to stack. Once it is a standard, many will do it. Not sure how this will benfit..I may be missing somethng.