I think GPU is getting pretty good for M-series but still no near close NV especialy in desktop format.
Nvidia has massive advantage in the number of compute clusters thanks to their separate chip design + more compact hierarchy. Apple has better hardware utilization. I think if Apple wants to compete they will need to invest in more expensive packaging technologies (which wouldn’t be cost effective for Nvidia) as well as make their clusters denser. I think there is some evidence that they are building the fundament for future iterations.