What NV needs to do is increase their transistor efficiency up and get it size down. 1.95 billion transistors should take up less room up than cypress' 2.15 billion transistor and the fact that it is either matching that size or taking up more room show that NV needs to get this process down better.
I think it is too early to say that a 576 shader NV part would only match cayman not knowing the performance of both. Considering nothing is confirmed at this point, it impossible to say anything about the performance relation of two unreleased part with none of the specs really confirmed.
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