Well, I definitely think that the focus on performance/watt should be a tremendous boon to nVidia's next architecture.
Please bear in mind that nVidia has shown itself to be quite good at directly tackling the shortcomings of its previous architectures, and given that power consumption is the obvious shortcoming of Fermi, I don't much doubt that there will be big improvements in perf/watt for their next architecture. Some points to bear in mind:
1. They may increase perf/watt significantly, but if ATI does an even better job, it will be perceived as a failure. It will be interesting to see how this plays out, at the very least.
2. Improving performance per watt doesn't mean that overall power consumption will go down. Likely it will remain about the same for a given price bracket, but performance will increase.
3. Delays are common and should surprise no one.
Please bear in mind that nVidia has shown itself to be quite good at directly tackling the shortcomings of its previous architectures, and given that power consumption is the obvious shortcoming of Fermi, I don't much doubt that there will be big improvements in perf/watt for their next architecture. Some points to bear in mind:
1. They may increase perf/watt significantly, but if ATI does an even better job, it will be perceived as a failure. It will be interesting to see how this plays out, at the very least.
2. Improving performance per watt doesn't mean that overall power consumption will go down. Likely it will remain about the same for a given price bracket, but performance will increase.
3. Delays are common and should surprise no one.