w.t.
NVIDIA's roadmaps do not reveal any information about what this update might be other than a slightly different electrical interface for Socket M2
The only interface to the CPU is through HT. If there are electrical changes, it would suggest HT 3.0. And even then, HT has been downward compatible.
AMD may still keep HT 2.0 and up the clock speed to the 1400 MHz maximum for HT 2.0. Since HT is downward compatible, there is no reason why delay of one nVidia chipset should hold up the CPU release, since it should work with existing chipsets.
The whole thing about M2 CPUs is a little weird is that most people expected late H1 intro. Then, within last 2 weeks or so, some people apparently got samples, and suddenly, some people claimed that M2 will be released in Q1. Now, 2 weeks later, we are back to late Q2.
Joe