Nvidia was up 7.34% today from 8.49 to 9.36 after rumors resurfaced about a Microsoft branded smart phone and even a third incarnation of the Apple iPhone to incorporate the Nvidia Tegra platform.
Nvidia has taken an active stance in advocating the push for ultra-portable and mobile graphics solutions through both its Tegra and ION solutions. The ION, a combination of an Intel Atom CPU and a Nvidia 9400M GPU, is already being noted as "industry-changing" by Laptop Magazine. The ION platform is most notably found in the new Apple Macbooks, but will soon find its way into netbooks later this year. This focus on portable devices is a good bet with core desktop sales growth diminishing.