All info we've been hearing and I've been getting from messaging and so on definitively points towards a dual GPU. I guess it will be made off the GTS 350 which is supposed to be 384cc.

This also means that the full single Fermi won't be 300w since then it'd be faster than the dual. My guess is that the GTX 380 will be 448sp OR will be downclocked for 250W max.