Yeah pretty sure it's Nintendo. Who else would it even be? Nvidia obviously is not using AMD in their next Shield console.
Apple even if they wanted to is basically joined at the hip with PowerVR.
This generation has been a lot of denial when it comes to the Wii U, like a parent that can't see that their kid has a problem. When there were signs the Wii U wasn't going to sell like the Wii, there was a lot of denial and "ermagawd, obviously it's going to sell great once Mario 3D World comes out It just needs games!". Then that became Mario Kart 8 "wait until Mario Kart!". Then Smash. When it was suggested early on that it wouldn't be as powerful as the PS4/X1 that was also greeted with anger from some people. When people said it wouldn't sell as much as the GameCube ... again about a year's worth of denial until reality set it on that, now no one even really argues that.
Now it's basically come down to this ... the last hill that ardent Wii U fans are willing to die on, that is that a successor cannot launch in 2016, despite a lot of mounting evidence that Nintendo is prepping just that.







