Yeah there was a rumor a few weeks ago that GK112 would be a 12 SMX chip (2304 cuda cores) with 4 GPC's and a 384-bit bus (basically GK104 with an additional SMX per GPC and two more 64-bit memory contollers). But I seriously doubt that rumor as any validity to it. I have not seen anything that indicated Nvidia would not release GK110 as a Geforce product. Could you provide a link or the potential website you read that from if you cannot remember for sure where you read it? If there is nothing between GK104 and GK110, and GK110 does not become a Geforce card, I'd be floored. Nvidia would basically be exiting from the enthusiast desktop market, something they have never done.
I don't recall where I read it. It was an nVidia press release at or about the same time as the specs for GK110 were released.
I don't see them bowing out of the enthusiast market, at all.
IF they can maintain competitiveness without going all out with +500mm chips and still hit their higher price points like with the 600 series, then why not? This will require AMD to do similar, and considering AMD's preferred "sweet spot" approach it could happen.
I honestly don't think the desktop GPU market is anywhere near as profitable as other tech industries. You look at the cutting edge nature of it, the bill of materials for a graphics card, the numbers sold, manufacturing, shipping, marketing, service, and the amount of time before it's EOL'd and it's a wonder to me that they make any money at all.