It's naive to think nVidia is going to release the same thing again. They had good time to work on a "architecture rework", and they have learned a lot from GF104 too. We can expect to see a better performance/power ratio than 480.
GF104 has proven that Fermi-architecture has a good flexibility. If AMD can tweak more out of the same old 40nm, then nVidia should be able too. We have to wait and see how much better they can get, but both GTX 580 and Cayman are going to be dependent on the flexibility of the architecture, because both are based on the same "old" 40nm node.
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