One of Nvidia's VPs said an interesting thing the other day when he claimed that AMD is currently a unique company. They're not a CPU exclusive company like Intel, or wholly focused on GPUs, which is Nvidia approach. They simply love both CPUs and GPUs, especially now when K10 failed to impress an ATI guys actually managed to make some money and bring Nvidia to its knees. Intel is making a GPU and this Larrabee myth will come at some point in late 2009 or 2010, while Nvidia will be left as a company that only has graphics in its hands. Nvidia will definitely focus all its effort to maximize the necessity of GPUs, while AMD will have to split the love between CPU and GPU.

Of course one can not forget the chipset.