You are correct in that CUDA and the marketing muscle behind it gives a larger market share, especially in the enterprise space. But in terms of peak GPGPU performance you can't claim NVIDIA's current gen cards are where AMD's are, especially in double precision...
I would think the real reason behind this move is compute power. Look at Hashing Benchmarks or any more general GPGPU benches and the AMD is far and away the better architecture per watt or per dollar. This includes the recently released GTX Titan based on the GK110. In the new mac pro I think...
I have an EVGA 768-P3-1360-TR GeForce GTX 460 with the free firmware clock rate boost. I have yet to experience a single freeze in 10.6.5. I did not install with iBoot-GE but just the standard iBoot in safemode. It has been rock solid.
Cinebench = 25.4
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