I think Frictional Games would be very interessted in HMDs (with low latency head tracking) like Oculus Rift. The Penumbra/Amnesia games are all about immersion.
The kickstarter Oculus Rift Version (the developer kit) is primarily for (indie) game developers to have their games ready when the consumer version hits the market. If Oculus gets the head tracking right it will have a hell of an impact.