[notreallyauser]

> What made Intel seem unbeatable was its process node advantage. Nvidia does not have fabrication plants, so it is able to get the best process node from whoever has it. Nvidia is therefore not vulnerable to what befell Intel.

It's able to get the best process node from /whoever is willing to sell it to Nvidia/: it's vulnerable (however unlikely) to something very similar -- a competitor with a process advantage.