HotHardware reports about about NVIDIA Financial Analyst Day that took place this week.

Quote: "NVIDIA held a Financial Analyst Day yesterday, where representatives spoke about the company's strengths, market share, technology, and direction. There was a lot of discussion regarding current products and competition, which seemed to get NVIDIA's CEO Jen-Sun Huang fired up in a way that's not often seen publicly.
The always outspoken Jen-Sun really went on the offensive and essentially dismissed CPU-GPU fusion and Intel's upcoming discreet graphics product (codenamed Larrabee). He also downplayed the erosion of NVIDIA's market share in the mobile segment and promoted the APX 2500 "system on a chip", CUDA, and other NVIDIA initiatives."
More details on Hothardware.