Not related to any recent news at all, but my theory is that Nvidia will look at replacing Intel/AMD as the CPU maker for desktops/laptops as their next big cash cow.
(Flawed IMHO because desktops/laptops are dying slowly.)
I'd actually find it nice if I could get a competitive non-x86, non-Apple laptop/desktop. But of course I think I would find it hard to run an operating system that I feel good about on it.