Jensen has mentioned that in the next 10 years market researchers expect that 2.5 billion people will actually have a PC. This is the market that Nvidia wants to conquer, and this is exactly why Nvidia has to help the world to care about the graphics.

Jensen showed some interesting demos, including Microsoft Photosynth application developed by Microsoft live laboratory and it does look interesting. This is a part of visual computing strategy. 

Nvidia and Microsoft show something that they call point cloud that shows you a 3D of your 2D picture It's one of those 'see it to believe it' and we can only hope that they were using GPUs.

This was the part of the keynote and 2.5 billion people will need graphics; and Nvidia can only hope that they will capture most of that market for the green team.