https://forums.evga.com/m/tm.aspx?m=3095238&p=1
EVGA admit it was an issue and the cause of the delay in getting their FTW3 cards out. Don't know why they couldn't have said that initially rather than blaming "unprecedent demand".
Say it took almost a week of testing to narrow down the issue. But personally I'm not convinced it is just down to these caps - that would be some real amateur level design in the first place - capacitors in this kind of usage are a cheap and effective way of hugely increasing your stability margin to catch edge cases and/or real world usage scenarios you can't easily predict.