FUD Zilla reports NVIDIA's partners have high hopes of the upcoming Fermi GPU, they believe it will be an excellent seller and have already ordered some huge quantities of it.
The reasons behind such risky decisions is quite clear. The GT200 family is not as widely available anymore and it seems probable that someone at Nvidia messed up with 55nm wafer orders. We assume this mainly because Nvidia didn’t expect to have such strong demand in Q3 and Q4 and therefore partners are hoping that Fermi can remedy the situation.
On another note, supply partners have to be the early birds with their orders because once Nvidia shows its Fermi supply to the entire seller market, the waiting line to get chips might already be too long. It is not that Nvidia partners have much of a choice though, as the GT200 series is slowly being discontinued and Fermi is supposed to fill the gap.