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Nvidia is currently in a very bad place. Their products are beginning to lag behind, their chipset business is dying, they're feuding with the most powerful semiconductor manufacturer, they have manufacturing problems with their own next generation product, they got caught with their pants down (faking completed Fermi chips and demoing them).
Apple has a reputation for selling high end hardware. It's a win for Nvidia to claim that the reason behind this is because their stuff is the best.
Apple is also a huge partner for Nvidia, and if I were in Apple's shoes I'd be taking a long hard look at ATI right now. And if I were Nvidia I'd be scared shitless of this happening, and I'd be screaming reassurances of how much I love Apple and how we want to help them make the best product.
I've met Jensen and he's a great guy who is spectacularly enthusiastic about what he does. He's also so into gaming and overclocking that I don't buy for a second that he actually uses an Apple computer.