I also thought it was an interesting read. A few points:
-Nvidia really *really* seems to have swept the FX5800 under the rug. For owners of this card, good luck.
-Nvidia seems to be beating this "ATI doesn't have enough room for shader instructions" horse into the ground. Shaders slow the he!! out of any video card right now. For example even in Halo with it's crappy DX9 implementation, the glossy DX9 walls drop my framerate from 160 to 60fps. Will developers hit a wall on ATI hardware by late 2004? It's arguable - they might. By 2005? No question. However, for those future fully DX9 (9.1+) games, the shader routines will be so long they will bog the hardware down so much this will be a moot point. As is evident by Half Life 2 getting ~60fps on a Radeon 9800Pro, and future games only to be more demanding, we will need a very powerful GPU to get playable framerates on future, shader heavy games.
-Nvidia is talking the talk about driver optimizations. Now comes the difficult part of walking the walk. They seem to be headed in the right direction (the
new 52.xx drivers seem to be much improved) however they said this same thing about agressive optimizations before.
One of the more interesting points Jen-Hsun tried to make was that ATI apparently spends far too much of its time worrying about what NVIDIA does
This is a very questionable comment. If Jen-Hsun did indeed admit to some cheats (or "overly-agressive optimizations") then complaining that ATI is picking through their drivers is nonsensical. ATI is in direct competition with Nvidia, and Nvidia has been caught in the past cheating. Why
wouldn't they keep looking for cheats, at least until Nvidia proves they can be clean for awhile? There are still a few games where "overly agressive" cheats are apparent (ie, check the Wolfenstein pics in
this review ).
-Nvidia certainly isn't going anywhere in the video market. They have the best driver team, clever engineers, good hardware design, their agressive 6-month product cycle, etc. ATI is giving them stiff competition, no question, but Nvidia certainly has tons of fight left in them. And that's a good thing because Nvidia has innovated much more in the video market than ATI has (IMO).
-Nvidia looks to be at least a bit frightened by ATI. Either that or they aren't and they should be. Their casual dismissal of ATI as a competitor might be because they are supremely confident they will kick their butts in the next generation, but more likely they have been blindsighted by the success of the 9700/9800 cards and want to keep even the acronym "ATI" as far out of everyone's mind as possible.