A story first reported by SemiAccurate, and later picked up by Apple Insider, suggests that Apple has little confidence in Nvidia that it can supply enough 28 nm Kepler graphics chips to support Apple's demand. Apple apparently has already made the decision to dump Nvidia for “a large number” of notebooks and may only use Kepler in a limited way, potentially only for the high-end. Given the fact that Apple sells about 3.6 million notebooks per quarter, this may – if the rumor is true – hurt Nvidia.
2DayBlog.com
See also:
at2359, Apple may have cut Kepler GPUs from some new MacBooks
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