So what? It's a straight shrink from 55nm to 40nm - so you would expect double the transistors at the same die size. They're not quite doubling the transistors, so the die size falls.
AMD will have their 40nm chips out first - again, a straight shrink of RV770. 55nm RV770 is about even with 55nm GT200, so you would expect the same at 40nm.
The real battle is the last half of the year - AMD look like they will release R8xx in Q3 while GT300 is rumoured as Q4, so it'll depend on the strength of the new architectures. But it's not like Nvidia is in a special postion - this is catch-up from AMD having high-end 55nm well over a year before Nvidia did.







