I think the only thing we can do is propose scenarios and rate their likelihood.
I believe Nvidia's experience in GPUs will become integral to the next generation of IGPs, and Nitel will be able to create powerful new "APUs" that compare well with discrete graphics solutions, but with better efficiency (due to being manufactured with 22nm [or less] trigate technology).
Discrete graphics cards will still be made, but power efficiency will improve (and performance may dramatically increase also, or at least overclockability)
Tegra will become Nitel's foothold into ARM architecture, and will increasingly include more proprietary (and superior) components, like Qualcomm's Snapdragons.
Atom processors will become more of a hybrid low voltage system, but this requires working with Microsoft.
Intel scraps all Nvidia products, and shoehorns Kepler into Skylake.