NVDA has GPU business which is related to the PC. Intel built-in GPU will be
more and more powerful. That's business is going to shrink
very quickly. Its Tegra chip is not strong enough. The benchmark so far is
behind the ones from Qualcomm and Samsung. Not sure about TI latest one used
in Kindle Fire HD and Nook HD. This space is tough because even some
Taiwaness/Chinese are able to do this.
I would say NVDA is not as good as OVTI. I don't have OVTI now, closely
watching it. However, my past experience has no luck with OVTI, got burned
very badly once.