Around a PS4 in portable mode (in raw theoretical performance), and around the ballpark of an Xbox Series S in docked. Of course the performance of a Series S in a Switch form factor probably gives you an idea of the cost!
In reality bandwidth would probably be the major bottleneck. Even with 128-bit LPDDR5X you'd be pretty severely bottlenecked, I'd imagine. Of course, if money is no object, then a 24GB stack of
HBM3 should probably do the job (might want to clock it down a bit, though, 819GB/s is a tad overkill).
It's fair in the sense that GA104 is a 17.4 billion transistor, 392.5mm2 chip, and Orin's a 21 billion transistor, 460mm2 chip. GA104 has a lot more GPU logic, but Orin has CPU cores, deep learning accelerators, vision accelerators, etc., all of which consume power. The RAM situation is definitely different, though, that GDDR6 is hungry.
My point was more that chips of that size are usually GPUs or big server CPUs, designed to consume as much as 200W. The clocks we have for Jetson AGX Orin are for a 50W envelope, and they could certainly clock a lot higher if it wasn't limited to such a low power budget. I'd say CPU clocks around 2.8GHz and GPU around 1.5GHz should probably be doable. In fact, Nvidia advertise 254 TOPS for the Drive AGX Orin (vs 200 for the Jetson Orin), which would suggest some kind of increased clock and power draw in that use-case, although they don't specify whether it's an increase on the GPU or DLA side (or both).
Yeah, I could see them getting a 25%-33% improvement in capacity, which would be a nice bump and might allow closer to Mariko battery life with closer to TX1 power draw, but I don't expect it to make a major change to the capabilities of the console. Basically I'm just trying to caution against unrealistic expectations that things like solid state batteries will come along and triple battery life any time soon.