NVIDIA's founder and president Jen-Hsun Huang has never been one to dodge a question, and that made for an excellent closing interview here at AsiaD. Outside of (re)confirming what lies ahead for Tegra, he also spoke quite openly about his feeling towards Windows on ARM in response to a question from Joanna Stern. Here's the bulk of his reply:
"It's important for [Microsoft] not to position these as PCs. From a finesse perspective -- I can't speak on their behalf -- but I would come out with tablets first with Windows on ARM. It helps to establish that thi