I think the general theme in regard to Pascal = refined Maxwell + HBM2 + 16nm FinFET came directly from NV's slide. From what you posted, all it tells us is higher priority on perf/watt but doesn't mean the architecture is dramatically different. Sure, it's improved but doesn't sound like a major redesign as we saw with VLIW-4/5 --> GCN. That was revolutionary. Pascal restructured CCs to 64 per SM and added HBM2. Not a single word was spoken on Asynchronous Compute suggesting all those people who said Pascal won't be a huge leap in this area are probably correct. Seems when Pascal was designed 3-4 years ago, they went all in on AI/Neural Networks/Deep Learning. That means AMD can just regain 8 ACEs as they will still be way ahead in Async, and focus on rasterizer, culling, geometry shaders, TMUs, ROPs and SPs. This is another lifeline to AMD in the gaming market since NV clearly prioritized different areas with Pascal. I think NV has the right approach as those are faster growing markets than gaming. However, I truly think this is a huge opportunity for AMD. For the first time in a long time, Pascal doesn't sound mind-blowing for games/Async. Seems the heavy focus on compute side took its toll finally. Otherwise, wouldn't we have expected a 1200+MHz 4500-6000 CUDA core 610mm2 monster? Are you honestly not shocked it's "only" a 3840 chip clocked at nearly 1.5Ghz?
Most of the features unveiled are professional: NV-Link, FP64. Those matter for squat for us. I didn't see anything about Pascal itself that is revolutionary vs. Maxwell. Sounds like more of the same, just improved courtesy of FinFET and HBM and huge L2 cache. I am going to wager that GCN is going to be a bigger leap in perf/mm2 vs. GCN 1.0/1.1 than Pascal is against Maxwell. I mean they literally almost upped the clocks 40%. 25% is coming from more CCs. That alone accounts for about a 70% improvement over Maxwell. How much more will be from new architecture? Maybe another 15-20%? Granted NV is in the driver seat and AMD is asleep at the wheel with small Polaris 10/11 chips; so not like NV cares