Newisys, AMD, and Dell A source has pointed me to a company working very closely with AMD called Newisys. From what I'm told Newisys is developing 4-16 way Opteron systems including interconnect chipsets for what appears to be 'extremely large-scaleout type SMP boxes'.
You can find their job posting here and here. These and other listings lean towards Linux and server management technologies I'm told.
There are also 'Extremely strong ties to both Dell and IBM.'