The latest FUD:
http://www.fudzilla.com/content/view/17205/1/
Those in the known are claiming that Fermi despite the yield and thermal issues is only about 20% faster than Cypress, while Hemlock smokes it. The combination of low yields, high thermals, and marginally better performance than Cypress could be conspiring to place Nvida in the position of having to release the card, but have to sell it at a loss till they are able to address the issues in the next spin according to sources. Because of the situation a mole we know is suggesting that Nvidia may limit the sales of Fermi to consumers and instead use the chips for the Tesla and Quadro products where prices and margins are much better.