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No reliable source (in terms of having hard facts) has mentioned anyone.
The best real fact so far speaking for anything is AMD talking about three chips for gaming. Again, that's no proof of NX going with AMD.
Actually if it's ARM it could be any ARM manufacturer. With Nintendo already being an ARM licensee they could probably even go for Mali.
AMD could do an ARM SoC as well. So again, AMD is talking about three design wins for gaming.

Right now i'd put nothing as a fact.

Just a side note: Some have been talking about Tegra X1 for a handheld. That seems outright stupid.K1 and X1 both were critized for bein g to energy hungry for tablets. X1 is a perfect fit for a settop box. Parker might be interesting but only if it's way more energy efficient (for handheld) or way more powerful (home console).