I'm just guessing,
it could be about this Fudzilla article
dated Monday, 12 October 2009
I know Fuad seldom gives any credit about the source for his articles, so I Googled it and wonder if the source isn't this Charlie article
dated October 6, 2009
If the above is the case this belongs better in the rumors forum.
Anyway if NVIDIA is in big
trouble (which I don't think so), I better start cheering up for them fast.