SemiAccurate's Charlie Demerjian claims NVIDIA will once again shine in Apple's upcoming MacBook refresh:
Yes, your read that right, Nvidia has won the next round of Macs, likely starting with the Ivy Bridge models next spring. About three years after the decision to boot Nvidia out of the company was made, and two years after the first ATI/AMD Macs in recent memory hit the shelves, you will see Nvidia macs reappearing. I guess ‘never’ at Apple means single digit years.
If you think about it, Apple is in a bit of a pickle. They are notoriously pissy about suppliers, and will ‘permanently’ kick one out for perceived slights, real or not. Back in the days when there was a multitude of suppliers, that was all fine and dandy, you could toss the proverbial bums out every few years and there would be a host of virgin suckers to choose from. Now there are two GPU vendors, period, and no others in the wings to pick up the slack.