Well the Gk110 is also found in professional products, if Nvidia still has huge orders for corporate and supercomputing, (as you point to) then Nvidia should have no qualms keeping intense production which bodes well for cost and supply to the gaming market.
Pro markets tend to suffer from inertia and long lead-in times ( validation, funding, bespoke software) as well as a full 3 year like-for-like warranty replacement, so it's probably a given that GK110 will remain in production for some time just as
Fermi based boards continue to fill shelves. Safe to say that Nvidia's first 20nm design out of TSMC wont be the GM 110 given the problems of leading with the big die on a new process (see GF 100 and G200), and will follow the more successful model of launching the process with a mid-range/size part as seen with Kepler.
I might also point to the 20Nm not coming anytime soon at least the professional side; if it was I think some HPC projects would consider holding back any such announcement(s), although that’s an extremely harder marker to evaluate.
The HPC market is extremely time sensitive. Time and workloads for the systems will be mapped out many months (if not a longer) in advance. Projects are almost never delayed simply because downtime has an unpleasant ripple effect. It is the prime reason that
Titan's phase 1 upgrade specified Fermi cards as a stopgap measure until K20X's became available.
At this point in time, crypto mining seems to be dictating pricing and availability of AMD cards, as such it doesn't really impact Nvidia to any great extent. They could price the 780 Ti at $400 and it still wouldn't take any meaningful percentage of sales from AMD since most cards are destined for mining or mining+gaming. Anyone not interested in mining and in the market for a high end graphics board is still limited to what is actually available which is why 780's still sell - they are both plentiful in relation to the Hawaii based cards, have more AIB options, and thanks to price gouging by (r)etailers are competitive in price in many markets.
