Very messy situation... but i saw it coming.
Ever since Nvdias 680 and 7X0 chipsets have been pants compared to the intel chipset mobos it has occured to me that SLI on Intel is getting less and less attractive. Nvidia don't really wan't to be helping AMD anymore but Intel can force their hand.
So Intel block Nvidia form Nehalem, Nvidia mobos and SLI become AMD only. AMD sucks for the next 1-2 years and SLI, Nvidia mobos are on the verge of dieing out.
1 of 2 things happens.
a) Intel buys Nvidia at a reduced price -> Victory for Intel
b) Nvidia opens up SLI or just for Intel at a price -> Intel shift more mobos, Nvidia shifts more cards, AMD tanks, Intel wins.
There is of course a c
c) AMD blocks SLI on K11. SLI Opens up or dies. AMD ships more mobos or crossfire wins.
If Intel are doing this to hurt Nvidia shame on them. Greedy asses.
If Intel are going to this to force Nvidia's hand and give us Skulltrail on the cheap then alright, sounds good. Nvidia should be making their money on the gfx cards and double dipping by a vendor lock on the mobo as well. Get back to making excellent clocking mobos.
Another thought of course. Nvidia made the best Motherboards for Clocking Athlon's and so have experience with overclocking chips with integrated memory controllers. If Intel's chipsets can't be made to force Nehalem to overclock easyily then Nvidia could steal the entire Enthuasiast and above Intel Mobo market.
Bah... business politcs... so complicated.