ATI now has AMD. What does that mean? x86 license. Intel will soon have Larrabee, and obviously x86.
Nvidia? No x86.
Intel and AMD now both have plans to integrate GPUs on the CPU die.
See a problem here? Nvidia has to get a foothold in the CPU market somehow and they only way that will happen is with GPGPU. And since they will need to rely on it much more heavily than ATI, it is a lot better.
Many developers want to use CUDA except their applications require ECC, which GT200 lacks. Fermi fixes that and many other problems, and dramatically increases double precision performance.
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