It's probably false to say they're leaving money on the table. They'd be leaving a lot more money on the table if they allocated chips towards consumer gaming GPUs instead of maxing out the server AI/GPU compute segment. The entire gaming market constitutes like 15%-or-less of their revenue nowadays.
And Nvidia has enough mindshare that they could piss on consumers for the next 3 release cycles and still have more than half the market. I don't like it but it's reality.
The top end should at least be stocked because a lot of us are using cards locally for AI that eventually runs in the cloud.
So yeah they did leave $2600 from me on the table that is now becoming more likely to be spent on a bootleg 48GB 4090 than a 5090 and if I get that they won’t see money from me for many years till they beat 48GB in consumer form factor.
And Nvidia has enough mindshare that they could piss on consumers for the next 3 release cycles and still have more than half the market. I don't like it but it's reality.