I think that Valve may have problems selling them. Why? Because HTC are abandoning Lighthouse tracking for the Vive Cosmos.
So if current Vive owners upgrade to the Cosmos that leaves less people for them to sell to. You'll have Vive owners that haven't switched over to outside in tracking and Pimax owners.
Mind you, not selling hardware is something that Valve are used to when you consider the disastrous Steam Controller lol