FUD Zilla suggests NVIDIA may become a customer of The Foundry Company as they believe this new foundry will charge less money than TSMC which could boost NVIDIA's profit. The site claims this is still at least a year or two away, and points out there's still a potential obstacle:
The potential obstacle would naturally be the industry espionage as its highly unlikely that someone from The Foundry Company wouldn’t actually talk to its AMD fellows that they successful taped out Nvidia's first chip and such information is usually worth gold in this market.
TSMC is not better here as once ATI tapes out a chip, Nvidia knows about it almost instantly about it and vice versa. We believe that bulk at The Foundry Company is about two years away from now and for Nvidia, probably even further.