I think this could be big especially in the mobile space. I can imagine that smaller ARM manufactures/designers will use this over PowerVR or there own graphics

I think this could be big especially in the mobile space. I can imagine that smaller ARM manufactures/designers will use this over PowerVR or there own graphics implantation. In desktop space I don't see any one willing to do that, maybe IBM for a super computer. But while this is exiting I think it also shows that they don't see a very bright future for them self. I guess with there less then hard selling ARM proc and the increasingly better graphics chips from intel the need for nvdia as a h/w manufacture is declining fast