What I know is that for any company to stay in business these days they need a solid, salable mobile/tablet product.
As much as any one who uses a forum like this wants to beg to differ the bottom line is that desktops just don't sell like they used to. And I'm talking about cack ones that you could walk into a filthy nasty local store (we all know who I'm referring to) and pick one up. The last time I visited that filthy store their desktop sector was absolutely pathetic. They had about five, and all of them were feeble little numbers with onboard graphics, without a GPU in sight.
Once upon a time the desktop was an essential item. Laptops were expensive, slow, and impossible to repair. Now they're disposable. And that's where the market is - cheap disposable items that people can replace every couple of years or so.
Now if you take into account that the enthusiast desktop sector is around 1% of that market and the extreme desktop sector is around 1% of that then it doesn't bode well for Nvidia.
If Tegra has failed then IMO they're going to be in strife. Right now every company out there is absolutely begging and crying out for a mobile solution that they can use to stay in the market with. What have Nvidia done? Shield. A stupid device that you need a huge great anchor (a £600 or so PC) to use it with. When that didn't work they immediately came back with the new Shield, which absolutely no one that I know owns.
You may find a few people kicking around here that owns one, but that pathetic share of users is nowhere near what it takes to fund a company such as Nvidia.
However, with that said there are no real signs that they are in any trouble. I know they lost their ability to make chipsets and use them with Intel sockets (it's all a bit murky, but Intel struck them off) and I know they were bang in trouble with Fermi (even resorting to cutting out the AIBs and making their own packed up version of their only really salable product, the GTX 460) but since then they have seemed OK.
But as I said, is the enthusiast desktop sector enough to keep them alive? I have strong doubts.
Dell stopped making the Area 51 and Area 51 ALX PCs that they paid Alienware an awful, awful lot of money for. This was because no one was buying them. They then came out with the X51 which is tiny and rather pathetic, but it's what sells. Small PCs... Now they're working on a Steam box which apparently will be their cheapest unit ever to carry the alien head.
All signs that this market (the enthusiast one) is dying on its backside.
Intel have pretty much ditched us and are doing everything to shrink down their dies so they can be competitive in the mobile/tablet/phablet etc sector and they're doing that for all of the reasons I have stated above.