Although there are not much details unveiled yet, Nick Hodges made some statements about a new CodeGear product/project/plan called Delphi Prism at the SDN Conference in the Netherlands.
Marco Cantu was the first to blog about this statements, soon followed by Bob Swart, and Tim Anderson.
But no official statement yet! As it looks the official announcement will be made during the PDC Conference by the end of this month. (According to Allen Bauer's blogpost)
What we know now is that Delphi Prism will be a Visual Studio plugin, which I think is great news. As you might know I speculated somewhat over the Delphi .NET (That was the former name of the product) roadmap in previous blogposts, here(#2), here and here. Looks like my speculations were pretty accurate. :-P
I guess this will be the end of the speculation part although there are much questions unanswered, which I am sure will be answered in the near future.