I'm not an expert, but I thought Apple's reason for ditching Nvidia was speculated to be that their ecosystem was closed and integrating Nvidia slowed down development and lead to failures. I don't think there's an absolute opposition to using Nvidia owned stuff, especially for ARM where Apple licenses IP and custom designs the hardware on their timeline.
Apple's customers don't care about NVidia -- they don't do serious computation, scientific computing. Our Hollywood clients all use PC-architecture machines with NVidia for video editing and rendering. The writers, etc, use Macs.
So Apple can save the cost and get higher profit margins by not having powerful GPUs in their products.
I know a lot of VFX and animation people that do serious rendering / ray-tracing computation and do wish they could use nVidia GPUs in their Macs. It's worth considering how, unlike writers, rendering needs machines not just for all the animators, but for the render farms too.
