Could it be that EVGA got a whiff of that 4080 12GB business and noped out because of it? We only hear about it later, because AIBs knew sooner?
AIBs need to design assets, decide what components they are going to use, design cooling, test that, sign contracts to make said cards, test the cards that have been made, and then ship them to customers.
You truly believe that every AIB knew "near nothing" about what they were building until public release? And then miraculously do all of that in a compressed time window? Source?