NVidia's videos were compressed with generic MPEG-4 @ 155kbps. The HDR video is 13mb, 1:30 length, 29fps, NTSC resolution. For comparison, MS's XNA butter-smooth demo video (with the car) is 1:30 long, came out to 30mb in size, similar resolution, but used 2.8Mbps WMV9 encoder. So Microsoft's equal length, similar resolution video contains 20 times the bitrate, but is only 2x the filesize.
Clearly NVidia fubar'ed up the video compression, since the datarate claimed in the AVI header doesn't match the size. (155kbps * 90 = 1.7mb. The audio rate is claimed in AVI file as 350kbps. Audio bitrate > video bitrate? WTF)
Something weird is going on.