Nvidia really has high hopes for Tegra, its mobile chip that can run very nice HD and a beautiful 3D interfaces, and Jensen pointed out that Total amount of market for these devices will soon get to 10 billion USD.
He probably got the numbers right but this market is being dominated by everyone but Nvidia as players like Texas Instruments, Qualcomm, Samsung are selling a lot of these chips. This will be a tough market to compete.
Intel also wants to get to this market aggressively and Nvidia will probably have tough time to fight all these players, as most of them have been selling these chips for years. Nvidia hopes to nail some telecom deals, or let’s say to get design wins from vendors who will sell Tegra based devices to telecoms and these subsidised products could get Tegra based notebooks or phones for $99 price mark.
Nvidia will show a lot of them at Computex but there is still no sign of any Tegra device that will ship to market.