Nvidia Blackwell AI Chips Face Months-Long Delay Over Design Flaw
Nvidia's highly anticipated Blackwell AI chips experience a major delay of three months or more due to an undisclosed design flaw. The setback pushes massive shipments into early 2025 and impacts major tech giants like Microsoft, Meta, and Google.
Nvidia faces a significant setback as its upcoming Blackwell artificial intelligence chips experience a delay of three months or more due to a design flaw. The Information reports that two individuals involved in the chip's production confirm the issue, which directly impacts major tech customers relying on these advanced processors.
The timeline shift means that large-scale shipments are not expected until the first quarter of 2025. Nvidia confirms it informs Microsoft about the delay affecting the most advanced models in the Blackwell series, leaving other key clients like Meta, Google, and Amazon Web Services also grappling with the disrupted supply chain.
Despite the reported production hurdles, a Nvidia spokesperson insists that production remains on track to ramp up later this year. The company declines to comment on its specific discussions with customers, while Microsoft, Meta, Google, and chip manufacturer TSMC all decline to comment on the situation.