Update:

> I think Applied Micro (X-Gene) or even Cavium (Project Thunder) might
> arrive in high-end ARM land before nVidia (Project Denver/Boulder).

Calxeda revealed as new ARMv8 contender with "Lago":

http://www.calxeda.com/calxeda-lays-out-a-vision-for-the-hyper-efficient-datacenter/


Edit: Seems like Calxeda won't design its own ARMv8 core but will use a ready-made core from ARM Ltd. instead:

"Announced licensees of the new processor series include AMD, Broadcom, Calxeda, HiSilicon, Samsung and STMicroelectronics."
http://www.arm.com/about/newsroom/arm-launches-cortex-a50-series-the-worlds-most-energy-efficient-64-bit-processors.php

[ Edited by Andreas_Wolf 30.10.2012 - 23:44 ]