The only cards that will see an immediate impact would be 4090 (already mostly cleared out, based on pricing and number of models available) and the 4080 Super (4080 is already "gone"). This is clearly just a guess from Kopite7kimi, at least that's my reading of his tweet. And it's possible he's right, but equally plausible that he's wrong.
It's two years on from the 4090 launch, and anyone serious about that sort of hardware already bought one. Businesses who picked them up for AI also bought a lot of the cards. Now they're ready for the next big thing.
Historically, Nvidia hasn't launched a brand-new architecture at CES ... ever. At least not that I can recall off the top of my head. Follow-up cards like the 4070 Ti and the 40-series Super models get announced at CES, but never the new architectures. The closest we ever got to something like a CES launch would be the 20-series announcement at Gamescom, something Nvidia hasn't repeated in the ensuing six years. And CES is far less about PC hardware and games, with a heavy focus on smartphones, cars, and other tech — though AI has become an increasingly big drum to beat.
My bet is still on an October/November release for 5090/5080 cards, with 5070-tier at CES. Or failing that, it will be a special Nvidia event in February to announce all the new stuff.
The best reason for a delay, IMO, would be if there are actual hardware issues that still need ironing out. We've heard rumors of problems, but nothing from a reputable source — just Chinese blogs, mostly. We'll have to wait and see how this plays out.