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Hrmm, They're going to Raleigh. That where I live and I'm 5 minutes away from Epic game studios.

As for what Insomiac is... they are a 2nd party company. They aren't owned by Sony, but Sony is highly invested in the company and has majority rights over Insomiac's IP. Insomiac and Sony probably has deals in place for exclusive hardware development for a long time.

Anyways, Raleigh NC is great for techonology companies. There are several devs in the triangle area already (Epic as the biggest), it also helps that IBM has several of their campuses near the area (cell research?).