AMD had a Q4 2012 loss of nearly half a billion dollars, NVIDIA Revenue for fiscal 2012 overall was $4 billion up by 12.8%. I don't think Nvidia is that worried about what AMD does. Just like Intel isn't worried what AMD does. In fact some of my customers have reduced the AMD buying and switched to Nvidia and Intel because they are worried how much longer AMD will be around. Nvidia is out selling AMD more then 4 to 1 in the highend card market. I'm sold out of Titans and have double digits on backorder right now, I have yet to sell a 7990. Nvida owns the lower-end business market which as the highest reorder frequency. You got to hope AMD can fix things or when they die we'll all be paying more for GPUs & CPUs.