The Tech Report had a chat at Computex with NVIDIA. Here's a snip:
I got a chance to sit down with Nvidia GPU Product Manager Justin Walker this afternoon to talk about Nvidia's outlook in the graphics processor world. Justin wouldn't reveal any juicy details about Nvidia's next-gen cards, so I asked him how he felt regarding Intel's imminent entry into the GPU arena. Walker replied he was happy about a recent Intel presentation that acknowledged the financial and computational benefits of GPUs. But unsurprisingly, he did seem a little worried. "We'd be fools if we weren't concerned," he told me. However, he pointed out that—presumably unlike Intel—Nvidia still spends most of its R&D budget on GPUs. Nvidia has also been competing with other hardware manufacturers essentially forever, so another competitor may simply be "business as usual." He summed up, "We are going up against an 800-pound gorilla, but we think we have a pretty good fighting chance."