The thing is very soon NVIDIA will have DX11 support, while ATI will still lack any real answer to CUDA, PhysX, 3D, etc.
OpenCL and DirectCompute are real answers to CUDA.
I wouldn't be surprised if AMD comes out with their own version of 3d vision, it seems like a relatively simple thing to add. But at the moment, eyefiniti is their counter to 3d vision.
Physx...well there will eventually be other gpu accelerated physics engines. Physx hasn't gotten much of a presence yet.