NVIDIA Blackwell AI Chips Face Months-Long Delay Due to Design Flaw Rumors
NVIDIA's highly anticipated Blackwell AI chips reportedly face a delay of three months or more due to potential design flaws. Despite these rumors, NVIDIA maintains that production remains on track for the second half of the year.
Rumors circulate that NVIDIA's Blackwell AI chips face a significant delay of three months or more due to undisclosed design flaws. Industry sources claim that NVIDIA informs major partners like Meta, Microsoft, and Google about this setback, which potentially pushes the broad debut of these next-generation chips into late 2024 or early 2025.
Speculation points to a possible issue with the interconnect technique discovered by TSMC, though credible sources have yet to verify this exact cause. This reported roadblock threatens to disrupt the supply chain and impact the massive computing power plans of NVIDIA's biggest clients, who have ordered billions of dollars worth of Blackwell hardware.
An NVIDIA spokesperson firmly denies these rumors, stating that Hopper demand remains strong and Blackwell production is on track to ramp up in the second half of the year. The company reportedly increases its Blackwell orders at TSMC by 25 percent and begins global sampling of the chips this week, indicating that official operations continue despite the ongoing industry speculation.