Bjorn3D has posted the chat log from the NVIDIA chat last Tuesday. You can check it out here.
<SwedBear_Bjorn3D> Q: Did I miss something or is Active Armour (firewall) still available with nForce5?
<NVIDIA_tap> Active Armor is no longer available in nF5
<Sean_NV> Nope, ActiveArmor is gone
<Alpha736> is there going to be anything to replace activearmor?
<NVIDIA_tap> Why? We support most major firewalls.
<NVIDIA_tap> The idea is that we want to add value when we see an oppurtunity. Firewalls have matured to the point where our best strategy is to support exisiting products. As Microsoft standardizes an API for hardware acceleration of firewalls…we will be there.