A nice analysis, with a nice dessert scoop of speculation, which I can't help but crave whenever it's in a video format.
I'd like to think that perhaps the reason for the delay (since Trev/SuperMetalDave 99% confirmed it was supposed to be out this year) was because they are waiting for the Tegra X2 to be usable, as that would definitely line up with "industry leading chips".
But there's the concern about cost. Going state-of-the-art is very un-Nintendo these days, and it would raise the cost which is definitely un-Nintendo. BUT, Emily Rogers did mention that part of the reason they went with Nvidia was because of some hyper-crazy bargain price that they negotiated with Nvidia to get them back into the console market.
So it's definitely not impossible. But for now I'll be happy with the information we have. I'm just pumped we finally have some fucking details about the thing.