Cazalan :
The main thing is with those changes it looks like AMD can certainly get the 40% IPC uplift they were going for.
By the time it launches and with more DX12 titles in full swing, a Zen+Fiji2 rig could perform quite well.
No.
4 ALU + 2 AGU cannot provide 40% higher IPC than 2 ALU + 2 AGU because most of the time the two extra ALUs will remain idle, because the system cannot load/store fast enough: e.g. if one memory port on Zen is being used for store, then Zen only can do one load.
My 40% prediction over Piledriver was based on that my model for Zen was 3 ALU +3 AGU. I.e. 50% extra both computational and memory ports than Piledriver (2 ALU+2AGU).
However Zen only adds two extra ALUs and this will only increase integer performance by few percents. The only choice is that most of the IPC gain is coming from better cache. However, the L2 cache is 512KB, which has higher latency than the 256KB on Intel chips.
Although in the past I was confident that AMD could hit 40% higher IPC, now I am not sure.
DX12 is largely irrelevant. Because Zen main target are servers and HPC, not desktops. DX12 will not help AMD to gain server market share, and that is what AMD needs to remain afloat and pay debts..
Some time ago I asked why all customers rejected Zen for future supercomputers and choose instead future chips from IBM and Intel. I said then this implied some problem with Zen. Now we know why:
2 AGUs + 4 ALUs would be rather disappointing and also at a severe disadvantage for HPC to Intel.