Frenetic Pony
Veteran
From the PC Perspective article linked earlier:
A 70/30% split is fine. In terms of performance per watt AMD was behind like 25% at most, and it's not like Pascal is anything to crow about other than compute features. As we can see from the Fury X to the Titan X, the performance was close-ish in terms of performance per PCB mm^2 as well. If this is anything to go on it just means that both AMD and Nvidia will be roughly equal in performance per both MM and Watt.
The "they're using more transistors but less clock speed!" is irrelevant as Finfet has a huge cliff for clockspeeds vs power usage so there's no clock battling. Nvidia's going to need to shrink it's own clockspeeds by just as much. Meaning this upcoming generation may well be fought on the yields of the two differing nodes and profit margins, who can put out the biggest card for what price/how many chips end up being functional, etc.