Ive been monitoring this across multiple seperate forums for a few days now.
This appears to be isolated to people using google from EU ip addresses, and more severe on .co.uk.
Examples if you would like to check....
widget
Widgets
WIDGETS
It also appears to be more severe the longer your search terms become, this is not just related to SERPs but to adwords results.
I don't beleive it is related to content as the none capitalised and fully capitalised versions but bring back results including urls, titles and content with the first letter of a term capitalised. | 
