It now looks like Nvidia are going to wait on this. Well, they probably have some for testing purposes and etc but I mean they will now wait until this is in supply before releasing their next gen.
Whilst I was clearly wrong (sorta, kinda.. They *did* release a new GPU after all...) I don't mind. It just makes my card more valuable for longer. Never know, I might even make it to one year of ownership (June) and it still be worth what I paid.
Jen seemed obsessed with bandwidth though during his speech, so yeah I would bet they are going to use this stuff.