Freedman also lists "just a few challenges" to such a move. "In addition to the technical challenges of supporting an x86 product family, we believe Nvidia's fabless model is a headwind for manufacturing leadership in mainstream CPUs, namely 1) TSMC and other foundries may be unable to provide the most leading-edge geometries, 2) Foundries do not have processes optimized for high-yield, high-volume CPU manufacturing (though the Atom-license by TSMC is a step in the right direction, 3) Die size and performance may not be fully optimized by foundries as manufacturing investments address a broader range of semiconductor customers' needs, 4) Platform development costs are likely to be underestimated, and 5) Nvidia's brand recognition outside of the gaming community may be less than expected.

Basically this one is a wait and see.