The problem with this rumor is if it was true they (AMD) would have caught it with in a day. Since they do yield QA to check the yields and if only the "slides", I'm guessing they are referring to the medium they use to "print" the infrastructure on the the chips, the medium would be for the NX which would suggest they would have a lower then expected yield since even if they are using the same class of chips the modifications w3ould make them different in terms of where the interface is since I'm guessing they will both be using a SOC again which would dictate the interface be set up for their SOC.
And if this did happen it doesn't mean MS would be getting their chips early for the same reason. But this is just my guess.
Sorry the run on sentence it isn't easy to post from my phone.
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