Nvidia may face a delay of three months or more in launching its latest AI chips due to design flaws, according to a report by the Information. This delay could impact major customers like Meta Platforms, Alphabet’s Google, and Microsoft, who have ordered chips worth tens of billions of dollars. Despite the report, Nvidia maintains that production is on track. Nvidia recently unveiled the Blackwell chip series, intended to succeed its Grace Hopper Superchip. The delay was communicated to Microsoft and another cloud service provider this week.
5 Major Key Points
- Potential Delay: Nvidia’s upcoming AI chips could be delayed by three months or more due to design flaws.
- Impact on Major Customers: The delay may affect major customers like Meta, Google, and Microsoft, who have placed substantial orders.
- New Chip Series: Nvidia unveiled the Blackwell chip series in March, following its previous flagship, the Grace Hopper Superchip.
- Nvidia’s Response: Nvidia asserts that production remains on track, despite the reported delay.
- Customer Communication: Nvidia informed Microsoft and another major cloud service provider of the delay this week.
