Yeah, agreed that this remains by far the most likely scenario. I guess Switch sales alone are enough for Nvidia to keep going with Tegra, despite finding little use elsewhere.

It’s just been a long time since the first news about T234 (Orin) & T239 came out (mid 2021), with a rumoured & cancelled chip based on Lovelace after that — most likely it was too expensive for Nintendo.

That cancellation left me wondering whether there could be other plans in play. It’s an old chip by now, but that too tracks with Nintendo.

Most definitely. Zelda TotK is the late-in-lifetime masterpiece — we are ready for the next generation.

One problem Nintendo faces here is that last time they had Nvidia Tegra, a chip that didn’t really find any other use at scale so Nintendo could source it for pennies. AMD owns the console grade SoC market, and won’t be selling Ryzen 8000 series for cheap — maybe Nintendo could again source something from the previous generation to keep the BOM down?