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I'm also wondering which Sony will go for next.. The PlayStation 3 was nVidia..
I think that article is pure specualtion, Intel has nothing right now, absolutely nothing in the market place. Who knows what Larrabee will become, it could fail miserably at graphics and simply become a GPGPU appliance.
Someone at a Sony booth told them all of this, i find that unlikely.
Fermi represents a competitor to CELL in that it is targeted to process large amounts of data in parallel - Medical Imaging, Oil exploration, Financial modelling, Defence projects.
Larrabee is going to start with an entry-mid level part in the consumer space next year, I thought. By the time PS4 launches (could be 2015...) they will have had a LOOOONG time to turn it into a viable graphics solution.