Why do you think IPC gains can't come with energy utilization optimization?
I'm not sure whether I could explain myself, but I didn't say that IPC gains will lead to more power consumption. I said that IPC gains might lead to added power consumption *if someone doesn't spend some money to improve power management*. And how AMD can both improve IPC and improve power management at a faster pace than Intel if they have less money for R&D than they had in 2010/2011 and an extra product line to fund? It's simply not possible, because the R&D cost each generation is always bigger than the previous one, unless you restrict your scope by a lot, which would void your IPC gains.
AMD is planning a better a CPU at 65w TDP target. Why doubt them?
Did you follow their track record in the next 8 years? Not really encouraging, is it?
In any case, even AMD marketing department is carefully calibrating the expectations of the market partners here. They are not coming with aggressive marketing schemes, but providing good value proposition to partners, and all the leaks they show points to a more efficient processor with good value, not for a top notch performer, and all the leaks point to that. It will be on 28nm, and will use HDL, which will reduce the top clock speed.
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