What if it's not AMD?
If its nVidia then its potentially no longer on GCN. nVidia has lower raw numbers for their FLOPS, and this can easily lead to a very confused Emily.
That would require Nvidia working on an SoC that nobody knows about. I'd think that Nvidia would report that they're working on custom chips too. That said, a 16nmFF Nvidia SoC would explain the fabrication not being co-located. Does anyone want to chime in the odds that Nvidia could build an SoC using a desktop-class chip? It seems extremely unlikely to me. I also doubt that devs were reciting FLOP numbers to Emily.