Process node transitions are a risk for every manufacturer. Is there any reason to think TSMC would have unrecoverable trouble with a new process node, while Intel sails through?
Separately, is there any reason Intel would not (under its fab model) accept Nvidia's business in such a scenario? Coopetition like this is not unknown (ex: Samsung making chips for Apple).
If TSMC starts having trouble with new process nodes, then I think Intel could quickly capitalize