You're right, it could be that Nvidia will push for more beefed up cortex CPUs, with the same tricks employed in m1, like larger L1/l2 caches, increasing the die size, and add more complex pipelines, put the ram on the soc, and an Nvidia gpu.

The potential problems are.

- This might take some time, if it's not already in progress. And pc manufactures might not afford lower sales for a few years while this happens.

- Windows seems to still have issues with app portability and emulation. But who knows, maybe MS will push harder

- Making their own chips and also licensing cores to vendors like Qualcomm, might spook them. It's not a good position to compete with someone who owns the IP you depend one. This might be a good thing for RISC-V

But we'll find out in a year or two what is the play. Competition is good for everyone. That's why I don't like apple having exclusive access to new nodes, be it because apple is willing to pay premium, or that other companies avoid low yield.

Anyway, seems like TSMC will have their hands full for a few cycles.