Zen might be a bit weak on the FP side, but if the small core hypothesis is correct, AMD might throw lots of cores on a die. SMT, core renaming (for power management), IVR, high integer throughput, and the promised cache subsystem should give nice performance there. It would be able to stay at higher average clocks with all cores+SMT active, as a small core footprint doesn't cause that much static power consumption (while active), making efficient use of available TDP. Size comparison: ~4-5 mm² (incl. L2) vs. 8 mm² Skylake.
L4 HBM2 cache + NVM (managed as one huge address space) seems likely and might help to be competitive.
Big Data might be bottlenecked by the 2 AGUs or cache misses, whatever comes first, as it has 70 mem operands per 100 instructions.
What's not so safe to assume yet (but found in patents and papers): stack cache (for power efficiency), uOp cache, checkpointing (low branch misprediction latency), SMT thread prioritization (not that useful for servers), near threshold computing, reliable computing, redundant computing, asynchronous logic.