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Our sources are whispering that Nvidia has promised Fermi chips and Fermi boards in February. The final specification should be closed one of these days if it wasn't closed already, and the partners can start planning the final cards.

The first batch is naturally controlled by Nvidia and partners will only get to buy cards, but at later date someone might even dare to make its own design. This is naturally very unlikely due to big cost and the fact that Nvidia gets too scared that something might go wrong.