An interesting little tidbit of info appeared today for NX watchers if they were looking close enough (and reading seemingly unrelated articles on Anandtech).
Nvidia just announced their new Tesla P40 and P4, which are neural network inferencing focused cards based on the GP102 and GP104 respectively. Ordinarily this wouldn't be of much interest to people interested in gaming hardware (GP104 and GP102 are hardly new news), but if you have a look at the small print on
this slide about the P4, you'll see they say "P4 board power at 56W, P4 GPU power at 36W". This means we can now confidently say that GP104 (a 20 SM Pascal part) consumes exactly 36W at 1060MHz. This is interesting for two reasons. Firstly, they're giving us power consumption figures for the GPU itself, whereas we usually only get measurements of the full board, and as you see there can be quite a difference between the two. Secondly, the GP104 is clocked down to 1060MHz here, so this power consumption reading is much closer to the clock speeds you'd be likely to see in NX than any Pascal power draw figures we've got hold of thus far.
Where does that put us in terms of NX power draw? Well, it's a lower power draw at 1060MHz than I would have expected (although
my estimated power curve wasn't all that far off). It still wouldn't incline me to believe they'd hit 1GHz in a portable environment (unless they're targeting a 4W+ TDP), but it does make clock speeds around the 700MHz - 800MHz range more believable, even with a jump to 3 SMs (or possibly even 4, at a stretch).