Nvidia's customer base is expanding, as they are developing products for much more then gaming (cuda). In some sectors, jobs that were traditionally handled by cpus are now done on the gpu, at greatly increased speeds. Special effects for movies, medical imaging as well as others that have nothing to do with images have seen large jumps in computing power. Id say Nvidia's future is secure, their not going anywhere soon. As for fermi, there has been delay after delay, but im looking forward to seeing whats it capable of when its finally released.
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