Possibly, their node transitions have never been great, but it's still kind of boring. We have two distinctly different architectures under the same architecture name. One that's more like Maxwell and one that's well, not. The only difference in the block diagram between Maxwell and GP104 is that in Maxwell it's 4 SMs per cluster/GPC and GP104 is 5 SM per cluster. Granted we don't know what's outside of this but it's very... boring. Kind of like I said before, I wanted to see what "Pascal" as in P100 can do, not Maxwell 3.0. This isn't about whether it's good or bad, cause it's a proven architecture that works but, from someone that likes tech's point of view, it's very boring.
And yes, P100 has HBM as it's memory controller, so it's going to only work with that. It also has Nvlink which is going to have to be axed for consumer use as it's no use and no x86 CPUs can use it anyways.