The Big GPU News
What looks to be a "done deal" at this point is that AMD will be the GPU choice on all three next generation consoles. Yes, all the big guns in the console world, Nintendo, Microsoft, and Sony, are looking very much to be part of Team AMD for GPU. That is correct, NVIDIA, "NO SOUP FOR YOU!" But NVIDIA already knew this, now you do too.
There are going to be game spaces that NVIDIA does succeed in beyond add in cards and that will likely be in the handheld device realm but we do not see much NVIDIA green under our TV sets. NVIDIA was planning to have very much underwritten its GPU business with Tegra and Tegra 2 revenues by now, but that is moving much slower than the upper brass at NVIDIA wishes. Tegra 2 penetration has been sluggish to say the least.
AMD has always been easier to work with than NVIDIA on the console front. Well that may not be exactly true, but Microsoft did not spend months in arbitration with NVIDIA over Xbox 1 GPU and MCP costs back in 2002 and 2003. I always felt as though that bridge was burned.