Well the AMD was out of PhysX, because Nvidia have it. Havok was owned by Intel... Witch one should be taken?... Intel can give Havok rights at small payment at this moment, because there is not any intel GPU that really can use it. Now AMD and Nvidia will fight to the dead between each others in graphick and physic engine level and Intel can come later and kill both of them, by makin havok much, much more expensive...
For intel this is win win situation...
Now Nvidia is alone with PhysX technology... how much there is gonna be support for both systems? Not much I can predict. One game will support one, and other game another technology. If Havok wins Nvidia will lose... If PhysX wins AMD lose (and Havok)... If situation is bad, I can see that Intel will put money to get Havok support to the games, if it seem to be that AMD is losing, just to be sure that it has the rights of the "right" physic engine. That would help AMD to compete with Nvidia in game market.
The marketing policity is guite strange from time to time...