Theo Valich published an interesting piece about Microsoft's relationship with NVIDIA. Theo says the future Tegra 700 SoC from NVIDIA will receive backing from the software giant, and believes Microsoft may also give the NVIDIA Ion platform a helping hand:
Even though the 1st gen Tegra (APX2500) or 2nd gen Tegra (600/650) didn’t exactly showed up in smartphones when we expected them, it turned out that first and second generation were nothing but Trojan horses for Nvidia in the handheld market. Tegra 600/650 is based on GeForce 6 chip, while Tegra 700(?) is looking up for a debut this year with CUDA-capable and OpenCL-capable GeForce 9 core. 3rd generation Tegra is the SoC that will have Microsoft backing, so nPhone isn’t a concept, but a reality. Windows Mobile 7 + Tegra 700 should be the winning combination for Microsoft in the mobile space, as a payback to Intel.
In fact, don’t be surprised if Microsoft decides to give Nvidia’s Ion a helping hand by offering Windows 7 and Windows XP deals on MIDs and netbooks on Intel Atom+GeForce 9400, and shunning Intel’s integrated graphics parts. When this scenario comes to life, don’t be surprised if you read “Wintel is dead” comments from bloggers and editors on their respective networks.