There is a story on ars technica about what AMD/ATI said at CEATEC. Apparently hardware tessellation will be a part of the DirectX 11 standard and AMD is totally ready for it because of their work on the Xbox 360's hardware tessellation. AMD is also making some claims about moving to a 40nm process sometime next year.
So it looks like AMD is the first to lay its DX 11 'cards' on the table, but I would not be surprised if Nvidia makes some noise very soon. Perhaps at CES in January (I'll be there btw) or perhaps even sooner.