The GM204 still has poor DP performance though:
http://images.anandtech.com/graphs/graph8526/67748.png
Remember its a 33% bigger die and a 1.5 billion more transistors(42% increase) over the GK104.
With 40% transistors the GK110 is getting close to DOUBLE the DP performance of a GM204.
The GM204 only appears to have a 10% improvement in density over the GK104(or a bit higher).
It does not still change what I said though. Adding DP performance adds a HUGE amount of transistors,and ultimately Nvidia will want a BIG improvement too with the GM200.
You forget Intel is encroaching onto their turf with MIC(and AMD has even seen their pitiful marketshare in the segment grow a reasonable amount).
So if the GM200 is on 28NM it will be the biggest GPU in history. A real monster on all levels IMHO and it will be bloody fast.
Yet a GM204 is still more efficient as a gaming GPU as it does not need to do all the DP stuff as well,and hence you can optimised far better towards gaming performance and better gaming performance/mm2.