The original statement by Nvidia is still the operative one for consumers, business and investors, not their latest attempt (above)to improve their image of withdrawal from the board (and also, it seems, the discrete graphic chipset) market.
Nvidia is being very disengenuous in this "clarification". Their claim to "more chipsets than AMD" is based on corporate deliveries, where a frequent requirement is to be able to supply the same chipset under contract for a period of 3 to 5 years. These contracts are ending, Nvidia will not be designing new chipsets for the AMD platform, and even if they could they would not be cost-effective against AMD's chipsets for future orders, and over time AMD's changes in architecture (and what is in the CPU vs board chipset) will render Nvidia completely incapable of designing and producing chipsets for the AMD platform profitably. And that's what the game is, eh?
The consumer segment of Nvidia's chipsets for AMD has already gone the way of the dodo, ever since the 780 (and then 790 and 785) chipsets were produced. Just look at the listings on NewEgg et al, and you will see hardly any NV chipset boards listed, and the number is declining daily. The Intel situation is well understood by all; Intel says Nvidia can't legally produce for the new Intel platforms, period, and Nvidia hope to delay/fuzz the situation by relying hopefully on "a lawsuit".
Their ION volumes could be measured on the head of a pin, with an electron microscope.
Laterally, due to their "bumpgate" disasters (documented exhaustively in a series of articles at semiaccurate.com), they have lost the confidence of a great number of their ad-in board and OEM manufacturers. Huge return rates for most/all 8000, 9000 and some 2xx chips, coupled with the duplicitious denial of Nvidia that anything was wrong, has not endeared themselves to the board/OEMs, including Sony, Dell, HP, Apple et al. Huge charge-offs on Nvidia's balance sheet, too.
And their new humungously-sized and complex Fermi chip is still under development, is probably not intended primarily for the consumer market, isn't anywhere cost-effective compared to AMD, and *may* see the light of day in significant numbers by the end of Q1/10. May is the operative word here.
No, Nvidia is in a pickle, and a world of hurt. No wonder their share price is tanking. No wonder they offer fuzzy "explanations" like the above.