to me, that this strange rumor exists at ALL means there is probably something to it.
my first guess is that the first generation of kepler has had such problems that nvidia dropped the highest end geforce+tesla chip. GF104/GF114 was so successful compared to the high end that this could be a fine idea. then they bring the big chip back with the first redesign/respin of kepler many months later (that rumored Q4 date above). so I can see the possibility of no giant nvidia chip for up to 12 months.
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