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.