That's one way to look at it. Another take: no GPU vendor was willing to make a low-watt GPU with the features Apple desired. We know they pleaded with Intel over and over for exactly this.
The area where Nvidia pulls away is PC gaming. Apple makes different tradeoffs with its GPUs: prioritizing things like power efficient compute processing over geometry throughput and shading features. Apple wants a balanced design that isn't driven by lopsided gaming benchmarks.
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