Would it come from NVidia or AMD? I'm leaning toward AMD as NVidia has just released the Shield Tablet. While I can't really see companies like Adobe and Autodesk porting their programs over to ARM, I could see Microsoft partnering with AMD to include a dedicated GPU in SP5. Remember that AMD is already looking towards mobile GPUs as its future with work already started in that direction and their hope to power the next Nintendo handheld. What do you think about a Surface with a dedicated GPU and how it could take shape?