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captain carot said:

Well, AMD has three different gaming chips. There might as well be another customer. But AMD has ARM designs as well, so NX could be from AMD without being x86.

All those reports of Nvidia seem to come from semiaccurate. Or at least from the same source. At the same time sources point at AMD, with AMD definitely having three different designs for gaming.

Only one of them come from semi accurate, and only the semiaccurate one specifies a handheld. One specifies a console, and Emily's just refers to "future hardware," so it can be assumed that Nvidia is doing both.

No reliable source has ever mentioned AMD. All of it is speculation.