I'm talking specifically about mobile tech, namely SoC devices. I seem to recall seeing a Tegra 2 bench which confirms that it's faster than the hummingbird (need confirmation, though). Of course, the new Intel SoC may prove to be added competition. I've heard AMD making noise in the netbook market, but I've yet to hear any phone-grade CPU/GPUs announced.
I thought they both have access to their respective application markets?