Not sure this is worth posting, but pcper has written a short speculation article here. His take on the VLIW-4 arrangement seems particularly strange to me... isn't it the t-unit that is supposedly underutilized? Why go to 3+1?
I can't see anything else new there, except PCPerspective suggesting there will be no improvement in tesselation...but that could be based on the lack of information on the weeks-old slides from chiphell.