On cue from a friend, I got forced into doing a spot of research on the Fermi architecture... and it seems that it was never supposed to outcompete ATI in the gaming graphics market, but instead appeals to people looking for servers, folders or general "supercomputers".
So the next step is seeing how well it does in folding. Perhaps we'll see a rig of 4 of these, all watercooled by some monster of a circuit, and find a system that can fold 40x faster than anything else. Perhaps it'll be just the same story as with games... good in some parts, bad in some parts, but still too hot/power hungry.
Where are the Nvidia chips for us gamers?