We got some limited information about GT200b generation replacement, and as it was rumoured before, we can confirm GT212 as the next codename. This is a 40nm card with a TDP of over 100W, and it should come before GT300, the ultra high-end DirectX 11 card.

This card won’t be DirectX 11, Nvidia will stick with DirectX 10 for the time being, but you can expect smaller transistors and probably more clusters then in current 55nm GT200b. There are two sets of incompatible information that we are getting, first is that this is simply a smaller version of GT200b chip developed in 40nm, while the second is that you can expect a few more transistors and more pipelines and clusters. We believe that option number two makes much more sense.
 
We expect that this card will come roughly in Q3 2009, and it is possible that ATI will roll out its next generation 40nm enthusiast card at the same time.

We don’t believe Nvidia can make it with this card to Q2 2009 and the last possible chance to fit this schedule would be June time. When you say Q3 2009, most people tend to think September, but this could very well be July. At this time, we don’t have a conclusive schedule, and we are sure that neither does Nvidia, as when you develop a chip, things tend to slip.