[abuzzooz]

The way I see it, this will directly cannibalize Tegra sales. Up to and including Tegra 4, NVIDIA's mobile GPUs weren't based on their desktop GPU technology. Starting with the next-gen Tegras, they will have a Kepler-based (and later a Maxwell-based) GPU in their mobile SoCs, architected from scratch to be power-efficient. That will be a big deal. Imagine running CUDA apps in the palm of your hand.

But with this step, it seems to me that Tegra will not have any differentiator any more (unless NVIDIA keeps some features to itself). Could NVIDIA be adopting ARM's strategy?