As for NV abandoning the big die strategy in some way for desktop I wouldn't be much surprised either in the longrun, but for the time being it doesn't seem likely that professional market sales (despite big margins) can absorb the R&D expenses for such a high complexity chip.
The professional segment is no longer just "high-margin", it's also high-revenue. Last quarter, the "Professional Solutions" business unit (quadros and teslas) brought in $221M, while all the rest of their GPU products brought in $621M. There's no way, no way at all, that the GF100-based products were a third of their consumer sales. I'd wager that all GTX models aren't a third of their consumer sales. The consumer GPUs really aren't needed to support the professional business anymore.