FUD Zilla thinks NVIDIA's focus on CUDA may be the reason why they recently lost the graphics crown to ATI:
Nvidia has allocated too many brains and resources from its primary target gaming and graphics to mainstream computing and therefore it managed to lost its market dominance to ATI.
ATI has the technology lead with its 55nm process, DirectX 10.1 and the performance is now at ATI’s hand. Nvidia now realizes that they lost.
GT200 series didn’t shine and RV770 chips from ATI were much better than Nvidia expected and ATI caught Nvidia off guard. Now Nvidia is doing a lot of refocusing as they try to shape up things but the way we see it, Nvidia has a chance to regain the complete confidence and beat ATI in its game in Q2 2009 not before.