[smoldesu]

There's definitely competition, and it's going to be really interesting to watch Nvidia and Apple duke it out over the next few years:

- Apple undoubtedly owns the densest nodes, and will fight TSMC tooth-and-nail over first dibs on whatever silicon they have coming next.

- Apple's current GPU design philosophy relies on horizontally scaling the tech they already use, whereas Nvidia has been scaling vertically, albeit slowly.

- Nvidia has insane engineers. Despite the fact they're using silicon that's more than twice as large by-area when compared to Apple, they're still doubling their numbers across the board. And that's their last-gen tech too, the comparison once they're on 5nm later this summer is going to be insane.

I expect things to be very heated by the end of this year, with new Nvidia, Intel and potentially new Apple GPUs.