Originally Posted by
Calmatory
I'm afraid they can't, unless there's a clear bottleneck in Fermi's gaming performance somewhere, and Nvidia can fix that, and actually decides to do so considering that 40 nm round is near to it's end anyway. I'd guess tons of FUD and marketing, if not anything else.
If it is actually true that AMD would focus on tesselation performance(guess it's their weakest link now), then they have quite much found the bottleneck wich allows the architecture to scale well with the improvements, leading to nice gains.
..and as Manicdan pointed out, Nvidia doesn't necessarily even care about 40nm that much. It's focus is somewhere else. Actually it has been all this time with Fermi.