Xbit Labs and the Inquirer are reporting that nVidia is set to leave the chipset market entirely, with the Inq saying it's a done deal. Digitimes is proposing a more moderate view on the rumor, while the Tech Report has an article that contains a full, apparently official rebuttal from nVidia. There seems to be more than a grain of truth here as nVidia hasn't reached a deal with Intel to be able to license QuickPath Interconnect for the upcoming Nehalem processor. With no plans in sight yet to support new Intel motherboard technologies after roughly Q3 2008, that leaves nVidia with their original market, AMD.
There's just one problem with that... AMD finally has an in-house chipset maker with the ATI acquisition and they're pushing their own ATI chipset-based products. So faced with stiff competition over the bottom 20% of the market, what's nVidia to do? Is SLI doomed? Will nVidia break the software restrictions on SLI and allow SLI in Intel or even ATI motherboards? What about some of the cool tech that's trickling out like hybrid SLI?
With the failure of mobile G84/86 chipsets and falling stock prices, things must be a bit tense over at nVidia right about now. Competing aggressively with Intel has to be in the cards for nVidia to remain relevant in the chipset market.
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