correct, licensing is not the issue. The video card designers could buy the chips from intel and integrate them. Unless there is some unforeseen technical issue hopefully someone will try this before long. But it wont be a licensing issue. Also there are lots of intel licensees. including certified motherboards, i think MSI was actually the first to achieve that. Intel's license will never "expire". they own the technology and anyone who wants to use it will have to buy their chips and deal with their certification process. Apple had exclusivity for the first year but that's over now. Its also possible intel wont sell chips to AMD and Nvidia (or their partners), though i think that's unlikely, since it would help push TB and, well, sell more chips. It's probably more likely that nvidia and AMD are not on the TB boat and without their support and validation it would be hard for a graphics card maker to design a working board.
In any case the Apple TB display needs updating. At least to USB 3.0 ports. But for the cost you are probably better off buying the matrox or belkin upcoming TB docks and attaching a nicer and cheaper display to it (still limited to hd4000 of course).
g\