The chip is unworkable, unmanufacturable, and unfixable. If Nvidia management has any semblance of engineering sense, it will declare its usual victory with Fermi and focus resources on Fermi II, something it is still promising for 2010. The changes needed to fix the first Fermi are basically not doable until the chip is shrunk to 28nm, the size is just too big.
This puts any hope for Nvidia out until 2011 for anything but PR stunts. The
derivative parts for Fermi exist only on paper, they haven’t taped out yet. If Nvidia does tape them out, they will have the same size, yield and power problems as Fermi GF100. ATI will price them into the red, so there is no way Nvidia can make money on the derivatives, and there is no way it can fix the problems in time to matter either. Nvidia will not have any economically viable DX11 parts until the last days of 2010 if everything goes well from here.