First mistake, larger nm does not equal slower, it's larger and maybe needs more power but the ability to switch fast between high and low has nothing to do with how big each transistor is.
Second mistake, for the amount of lag that he is showing the northbridge would have to be on a different computer, it's completely ridiculous to think that it could add that much lag.
Third mistake, calling the northbridge a driver, drivers are software while the hardware is called a controller, if you want to call it anything other than its real name.
Also we have very high res and detailed alder lake die shots that show the memory and pci controllers still being inside the CPU.
Yes, the CPU cores could be an individual tile but I don't think that the northbridge ever was a part of the actual cores, I mean even he says that much. The whole area on the left of the cores is all IO.