The logic is that Nvidia has the time to counter AMD's Polaris by pushing out a Pascal GPU sooner than anyone expected.
Kotaku claims that NVIDIA looks set to beat AMD's Polaris architecture when the new GPU appears. In fact it hinted that AMD brought down the price of the Radeon R9 Nano to $499 to counter this move in the high end of the market.
The latest rumour is that Nvidia will be churning out Pascal architecture in all its GPUs from April. When the new GPUs arrive they will be marketed as "TITAN-grade" which goes to show that they will be replacing the current offerings that are marketed under the "TITAN" brand. As for the main GP100 chip will come with 32GB of VRAM.
These rumors about the GPUs with the Pascal architecture are currently based on shipping manifests that have spotted on the Zauba database in India which deals with products that are imported or exported from the country.
It is thought that Nvidia's CEO Jen-Hsun Huang will unveil the Pascal GPU in April during the GPU Technology Conference. In fact it is likely that Huang will announce it during his April 4 keynote which is the conference's first day.