We can already see it in Itanium, which is a processor in trouble. Intel had to put in 6MB of cache to get decent performance out of it.
And AMD put SOI technology, 9 levels of interconnect, and an integrated memory controller into Opteron and it still comes out well behind I2 in performance. If I2 is in trouble techn- ologically then Opteron is on life support and fading fast.