Au contraire, IMO this fits nVidia's mindset very well. What's the most significant competetive advantage nV currently has over AMD? It's PhysX! And if they can't achieve advantages in other areas, like raw rendering power, then what do you do?
Charlie wasn't the first with this rumour anyways: http://news.techeye.net/chips/nvidias-kepler-suffers-wobbly-perturbations
BTW: Do you guys remember the BF3 slide showing massive advantages of Kepler vs. Fermi? : http://wccftech.com/nvidias-kepler-...orce-500-series-generation-performance-chart/
Notice what it says in the lower right corner......... interesting, isn't it?
All that only makes sense if Physx starts to be synonymous with something else, other than their proprietary physx engine, since Battlefield 3 does not use Physx...