I don't think his post demostrated it's false. If anything it just another opinion based on assumptions. Nvidia's been making all sorts of chips these days: sound chips, Opteron chipsets, GPUs. I don't see cpu's being anymore difficult. Sure maybe if you compared Intel's monopoloy with it's x86 chips then yeah Nvidia probably wouldn't be able to compete...has little to do with whether or not Nvidia can or cannot design a competitive part. Like I said Intel wouldn't be able to design a GPU that's competitive with Nvidia's either so no Pana's post doesn't prove anything.
If Intel wasn't hosed with the x86 ISA and built an new ISA, they'd whoop people. Oh look, The Itanium has been picking up steam like mad it's Int performance is rather good and it's FP performance is insane -- it'll only be getting better. They achieve very high clock rates and have far more complex designs.
Nvidia couldn't hope to design a competitive CPU. You don't just stick units together and say look I got a wicked fast CPU. RISC chips from IBM, Alpha, HP, Sun, Motorolla and so on are having their asses handed to them by Intel and AMD with the crappy ISA -- see Spec -- most usually in the price performance department. I wonder why so many people stopped buying those higher powered exotic workstations? Do you really think Nvidia with so little experience in solving the problems of a high performance CPU could hope to make something competitive? The skill transfer isn't as high when going from GPU to CPU, but the other way around it sure is. You have far more experience in designing more complex high performance parts in the latter instance. Pay close attention to the type of performance I'm talking about here.
Chipsets, APUs, GPUs are simple, when compared to CPUs. Chipsets have to go through a fair bit of validation but nothing like what CPUs have to go through. APU are dsps, wow, really hard. IIRC Nvidia used someone elses DSPs threw it together and said, look we made an audio processor. GPUs, they are just a lot of execution units in parallel and I doubt there is much custom work in them.
If Intel seriously designed a new GPU, I'm sure their wealth of information with execution units, memory controllers, cache heirarchies, busses and so on would mean one wicked GPU.
You keep on claiming GPUs are so complex when compared to CPUs, yet you show nothing to indicate that they are. Have you even taken a simple digital systems and computer architecture courses to have any idea of the amount of work it takes to design some of this stuff?
There are a fair bit of tools out there that automate a lot of this process, the problem is that in high performance CPU design, you can't really use them since they're far from optimal designs. GPUs use a lot of this, this is one of the reasons you see low clock rates from them, the other is the use of libraries rather than building custom circuitry for everything or nearly everything. Then there is the fact that the problems being solved by GPUs is simple if not closer to trivial than what is being solved with high performance CPUs. GPUs don't have to operate at ludicriously high frequencies and worry about heavily varied work loads. They have an narrow optimal work load definition and a low frequency --relatively speaking-- and their work load is very well suited to their optimal.
This is why CPUs require more design effort while GPUs don't! This is what makes CPUs more complex than GPUs and this isn't a small difference.
This isn't a matter of opinion, this is fact, supported by a whole lot of history.