> I am of the opinion that Nvidia's hit the wall with their current architecture

Not likely since TSMC has a new process with big gains.

> The story with Intel

Was that their fab couldn’t keep up not designs.

If Intel's original 10nm process and Cannon Lake had launched within Intel's original timeframe of 2016/17, it would have been class leading.

Instead, they couldn't get 10nm to work and launched one low-power SKU in 2018 that had almost half the die disabled, and stuck to 14nm from 2014-2021.