As you already know, the Geforce RTX 4070 uses the AD104-250 GPU, featuring 5888 CUDA cores and 12GB of GDDR6X memory on a 192-bit memory interface. So far, Nvidia did not repurpose GPUs for other SKUs, but according to the latest information coming from kopite7kimi over at Twitter, this might change soon, as we might see an RTX 4070 with AD103 GPU.
The fully-enabled AD103 GPU did not show up, but the closest one is the AD103 in the RTX 4080, which has 9728 CUDA cores. The AD103 in this rumored RTX 4070 could have 42 percent of the GPU partially disabled to hit those 5888 CUDA cores, as noted by Videocardz.com.
This should not be a big issue for Nvidia AIC partners, as it should be a simple GPU swap. Of course, there might be some different specifications in terms of L3 cache, ROP count, and more, but it would not be the first time Nvidia has released such versions, mostly just for the Chinese market.
Of course, we doubt that we will hear anything official from Nvidia.