It is unlikely this will change much, but if it really drags on, nvidia will be in major trouble. Remember, the market share includes the large number of old cards that they haven't made money from in a few years.
At this moment in time, AMD is beating them around the head with a HUGE stick, and this potential delay to the fermi cards is not going to be helping matters. Also, they do have money reserves, but they may have wanted to use them as a buffer, since amd will likely drive prices of the hd5xxx series down quite a margin in march/april.
AMD also finally got some compensation of intel, too, to the tune of $1.6bn, so AMD are actually doing quite well at the moment financially
Also, AMD are still moving on with the fusion processor research, which is bound to kick Larrabee in the balls if LRB ever comes out (AMD know how to make gpu's, whereas intel seemingly don't). So i'd imagine they'll be back in the game for top performance in 2 years. Aside from the fact their athlon X4 cpu's sell for less than £70 and are fantastic value for the performance.
The major problem for nvidia that i can see, that if gpu/cpu hybrids from intel and amd become extremley popular (and they are bound to with the budget and mainstream), nvidia just can't compete with that, since they don't have their own cpu's. They could try and make one, ofc, but it's hard just to jump into a cpu market from gpu and vice versa.
