I really dont know, I think both parts are negotiating, and Nvidia just showed that its newly found arrogance over the past time has made them sink to new lows, blaming the customers/oems, I have never seen this before, lol.
Obviously Nvidia cant do much besides replacing the parts and reimbursing the oems which will reimburse the customers, but I think Nvidia is trying to stall and make it seem like a small outbreak when it is in fact a general design defect so they can try to make the OEMs take part of the hit also, and most importantly I dont think they want to make a announcement where they show that they are in fact behind the problem; because that will just give them a much larger hit to they're stocks.
Im generally bored atm with the notebook industry because there really isnt anything that is special out now or coming out soon also, I mean the new GPUs from nvidia barely give any performance gains, if Apple opts for the highend ATi cards it would surely be very nice for MBP buyers but still there's nothing really special right now, I dont think we will see anything revolutionary when it comes to notebook performance until atleast 2 years from now.
I just feel general disappointment, I think its really likely that we might see some cheap **** card from Nvidia in the next MBP, I really hope we don't, but they're cheap and Apple certainly likes buying cards for 200$ and making it an 1000$ upgrade for consumers who want dedicated graphics. Secondly, if my work didn't require Mac OSX I would never opt for an mac, I love Apple, I love their designs, the OS, but it just doesn't justify the price tag. It's really funny to see friends of mine buy DELL XPS 1730 which is maxxed out for the same price of a midrange MBP which used a 2 year old GPU, while they get more memory, SLI 8800M GTX, more storage, etc.
And at the same time, I'm a huge home entertainment geek, I got a big flat tv etc and the MBP just doesn't work as good with my entertainment needs as a midrange xps or even a inspiron, it's really sad, but the fact that I paid 4k$ for an outdated machine which is as hot as a frying pan, just constantly makes me depressed. Oh well.