I'd like to see oculink as the "GPU combiner". Allows for multiple external or internal GPUs, and easy expansion with power+GPU upgrades without having to start with a PSU that supports 1500w on your mobile APU processor, just because it supports 3 extra GPU expansion. Oculink doesn't stop many internal cards.
Daisy chaining GPUs in games could have final GPU do image upscaling, anti aliasing, ray tracing, frame gen.
There is a pretty easy programming model for GPU compute on "serial connection". If result of compute operation goes to render/monitor do it on the last (more powerful) GPU. If result will be processed further, do it on the first, or whatever available cores, GPU.
oculink (and USB 4) connections would let a current computer with oculink v1, connect to a a future GPU/NPU with 2-5 oculink v2 or v3 or USB5 outputs, and external storage as well. USB4 can be better than oculink because it can operate asymetrically. afaik, pci4x6 one way, do work, then send as pcie4x6 the other way. Thunderbolt/USB5 will be over double oculink and in symetric mode, equivalent to pcie4x9. USB4.2 is more than oculink = pcie4x5.
Using open standards is a good way to compete with Nvidia. Cheaper cables from volume. Much more applications/devices than getting 2 identical cards. Can have proprietary "unified virtual driver", but could also have a "unified opencl/vulkan" device that games program to, and can mix and match nvidia/amd connected GPUs.