Looks like they are late shipping anything indeed.
I suppose that all their partners selling dev boards currently (Sparkfun, Adafruit and a few others) have agreements for getting the MCUs in rather large quantities before everyone else. (The sample kits don't count.)
They may have depleted stocks entirely and now the RPi has none to fulfill the sample kits orders.That's possible.
Again I don't fully remember how it went for the RP2040. Yes the Pi Pico boards were available months before the chips were, but I don't remember if they had partners making alternative dev boards, back then, as they are now, also way before they made the chips available to everyone else.
The "interesting" part here is them having made the chips available in large quantities to a selected few and nobody else. I don't know if they did the same for the RP2040. Maybe so.
Certainly, giving away samples is pretty common practice. Giving away more samples to larger customers also is. But we're not talking about samples here, really, for those partners. They are selling products off of it, and a lot of them. Third-parties *selling* products off samples under their own umbrella is a rather odd practice IMHO. Just my 2 cents.