Nvidia has just released new 50% more effective video cards series 3000. Amd is expected to answer with cheaper cards at the end of October. Both companies are very interested in Ethereum mining profits, so may be a big pump is coming in the next months? POS is not needed now - Defi is working well and there are too many problems to be solved before the transition to full POS is done. It is at least 1.5 year away, if everything is going well and phase 0 (which is a hybrid POS and POW) starts in 2021. This is not highly probable, so we may expect more delays - 2-3 years may be.
From what I learn from the final testnet version is that there are still lots of bugs in the network which need to be fixed because if those bugs come to the mainnet it will be really bad. So I agree there is still a long way to go for a full PoS ETH network.