Actually, I fear for NVIDIA's HPC market as well. Kepler 2 in my eyes is not well suited for GPGPU, they've rather optimized it for the gaming market in order to go after AMD. I.e. they introduced much more cores, but those cores now have less cache and register resources available to them. Less registers, especially, is deadly - this has already been a limiting factor for many HPC applications.

Meanwhile Intel pushes out their Xeon Phi boards with huge memory bandwidth and OpenMP support. If there's not some kind of surprise in terms of performance either on Intel's or NVIDIA's side I see dark clouds coming for them.