It is the possibility i was open, not cause terrible problems, but cause they need maybe time to work on it, or just the 28nm process mature ( remember too the rumor about different process used ( charlie ) between Nvidia and AMD for top end ) they dont want experience again the Fermi 480 launch ( delayed and not under the best mood ). it is maybe more valuable to drop GK100, push the GK104 to GTX680 lineup.
lets imagine the GK100 will not come before 6 months, and they had plan a Kepler refresh for the end of 2012 ( the called 110-112), the question if both launch / production are too close, it is maybe better to drop the first and jump on the second, whatever they lost 3 months. Nvidia release the GTX680 with GK104SKU, and hope can push the top end with 2x GK104 dual core cards. ( similar of what AMD have done by the past with the 4870 and 4870x2 )
But all of this are pure speculation, lets not kill our day with that. This look a little bit as a bad joke, so i tend to believe this is not the case.
Why will you get a GF109?, in general for nvidia the top sku is a round numbers: GF100 ( GTX480/470 Fermi gen1), then the lineup is declined from top to low, with last numbers indicate the position in this line up: 104 (460) > 106 ( 450)> 108 (430).
If we look the GK110 numbers, this one should be on the next line up.. the refresh.



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