The die consumes more power, the larger it is. Nvidia isn't really "trading", as they are not on the level of needing to push their hardware higher, unlike AMD who seems to need to run everything they make outside its optimal voltage curve. One is ahead, one is clearly behind. Nvidia will go with UV, which means that their yields and costs will be completely fine. As that matures, they will be worth the trade off, like in every node transition. I cannot see higher clocks out of them, but I could see a 6k+ core 3080Ti, on a smaller die size and lower power than the current 2080Ti. There will be no HBM this time around, I think that AMD is traumatised by it.