nvidia is facing one of the worst days. here is a long list
1. they are late with directx 11
2. launch of low segment directx 10.1 gpu
3. partners ditching gtx series
4. a losing console war
5. higher cost
6. doubtful chipset support for intel in the future
there is more to it, but i will refrain myself. but why such a beating?
the major problem is lack of CPU, i mean an x86 CPU. Both intel and AMD have their cpu and and we all know that in future the GPU will be integrated right inside the CPU. So that nvidia is the only vendor with lack of CPU and thus their only hope is survival of GPU market.
here is nvidia's trump card, GPGPU. thus enabling general purpose computation on the GPU itself. GPUs are powerful, even more powerful than the latest CORE i7. the only backfire in this plan is that they are pushing CUDA, a proprietary standard for GPGPU, and thus lack of popularity.
nvidia's next move is tegra and tesla. with the new ferni, super cheap renderfarm can be made with the combination of GPU. Fermi will be super powerful and rest assure will retain the performance crown. the only question is at what cost? if its not cheap then it will lose mainstream marketshare to AMD/ATI.
and surprise surprise! the tegra, the computer on a chip will now be a part of new Nintendo DS. at least the Rumor says so. after microsft's zune HD and samsung this is the next significant partnership for nvidia. nintendo DS is right now the number 1 selling console and with graphics from tegra with the ability to play 720p videos, DS will be a force to reckon with.
the nvidia is not totally dry at CPU end and has license for ARM cpu on which tegra is based. thus the next fight will be at the smart devices level.
nvidia is a beast, a beast that has evolved to always lead the market. i am sure nvidia will remain a powerful force