I think this is very plausible--that AI won't really be AGI until it has a way to physically grow free from the umbilical chord that is the chip fab supply chain.
So it might take Brainoids/Brain-on-chip technology to get a lot more advanced before that happens. However, if there are some breakthroughs in that tech, so that a digital AI could interact with in vitro tissue, utilize it, and grow it, it seems like the takeoff could be really fast.