It seems that Intel wants to put sticks into the spokes of NVidia and its chip 9400M intended for Atom.

The foundry indeed indicated that it has no intention for a partnership and that it did not hope to validate the 9400M on its ultra mobile platform.
Moreover, today it is still impossible to buy Atom processors without acquiring the in-house controller at the same time, which would force mother board manufacturers to circumvent this "interdiction" by having to keep them without the hope of using them later on.
This is a bad blow for NVidia which had here an important card to play.
It should be said that the relations between the two companies have been stressed since the beginning of the year:
- While specializing on the GPGPU, NVidia has encroached on the prerogatives of the Intel processors.
- The project Larrabee of Intel (obviously late) is supposed to supplant the traditional video cards. However it is this project that is now almost forgotten.
- Nvidia did not want to share with Intel the SLI function making it possible to cumulate the power of the video cards.
- Intel does not want to lay off technologies of the new Core i7 mother cards.
- While launching Geforce 9400M largely more powerful than the equivalent solutions of Intel (GMA XX00), Nvidia showed its superiority in this field and counts to monopolize 30% of this short-term market, however this is a very remunerative market for Intel.
In short, the two companies are now in direct competition and each one will want to complicate the life of the other. Alas Nvidia is still downstream of Intel and its future depends closely on them.