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Ubisoft held a call with its shareholders today to alleviate concerns about a hostile takeover by Vivendi, but this also provided the chief executive officer with another opportunity to hype what Nintendo is up to with its next-generation gaming hardware. That system is due out in March, but we still knowalmost nothing about it. But Guillemot explained to its investors today that the NX has a lot of potential to return the House of Mario back to its former glory.

I believe Nintendo will be back in the race with the NX,” Guillemot said in French during the call (as first noticed by Chloé Woitier on Twitter). 

http://venturebeat.com/2016/09/29/ubisoft-ceo-nx-will-put-nintendo-back-in-the-race/

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First it was "Nintendo has learned its lesson from Wii U" (<notice the context NX was put in, compared to Wii U) now Ubi thinks NX will put Nintendo back in the race

Interesting...

I don't think it necessarily means head on war with MSony, eg releasing a 4k machine.  However, if we look at the mobile games Nintendo is releasing, that may cover the old HH segment, (younger crowd) and now Nintendo can focus its main energy into a home console.  Of course, down the line, I do expect a handheld component eg gamepad with wifi, but for now I'm starting to think a traditional, cartridge based home console with new gimmick will be the first iteration of NX, not an underpowered tablet.

 Ubi seems like a happy 3rd party, more enthusiastic than they were about Wii U without question now. Would they be this thrilled with an Nintendo Shield?