We already know yield is pretty low given 4 defects are taken into account with GP100.
I don't recall one big chip from the recent past where NV managed to have all clusters enabled from the first production run. In fact given that P100 has 4 clusters out of 60 disabled (which equals 10%). it's even an achievement considering that with Kepler/GK110 it was rather 20% disabled clusters or less at its kickstart under 28HP.
Even with a die half the size still 2 SMs would need to be disabled. So going large doesn't seem very economical.
Who said anything about going large? I asked a question why keep the same strategy as with the HPC oriented P100 and not go for a higher transistor density with lower frequencies you're predicting. For P100 they increased compared to GM200 transistor density by 86% and invested the rest the process could offer for such a chip in frequency.
And no I don't see why you couldn't get also full GP104 parts considering they won't arrive before June and wafer and binning yields are typically diametrically better for smaller chips. Most likely full parts at an obnoxiously high MSRP and salvage parts with a more reasonable MSRP, hopefully with full high speed memory this time *cough*