FUD Zilla had an interview with NVIDIA CEO Jen-Hsun Huang about graphics, CUDA and chipsets. Here's a snip from the first part of their interview:
Is there enough space for NVIDIA chipsets on the market, especially for Intel?
Jensen: We will build chipsets for market segments that are growing and those that value a great visual experience. Take for example, the consumer notebook market, which foresees major growth year over year. In a market like this, we have a huge advantage in being able to develop innovative platforms that help drive visual computing to new heights. From a graphics perspective alone, we are years ahead of the competition but we have the ability to introduce additional technologies, such as SLI and Hybrid SLI that focuses on the visual experience and can be unique to our platforms.