Nvidia’s upcoming artificial intelligence chips may face a delay of three months or more due to design flaws, according to a report by tech publication The Information. This delay could impact major customers like Meta Platforms, Google, and Microsoft, which have collectively ordered tens of billions of dollars’ worth of chips.
Key Points
- Design Flaws and Delays:
- Potential delay of three months or more in the launch of Nvidia’s AI chips
- Delay could affect major customers like Meta, Google, and Microsoft
- Impact on Customers:
- Customers have collectively ordered tens of billions of dollars’ worth of chips
- Delay reported by people involved in chip and server hardware production for Nvidia
Current Status
- Blackwell Chip Series:
- Unveiled in March as the successor to the Grace Hopper Superchip
- Designed to speed up generative AI applications
- Nvidia’s Response:
- “Hopper demand is very strong, broad Blackwell sampling has started, and production is on track to ramp in the second half,” said an Nvidia spokesperson
- Nvidia informed Microsoft and another major cloud service provider about the delay this week
Customer Responses
- Microsoft:
- Stated it had nothing to add
- Meta and Google:
- Did not immediately respond to requests for comment
Table: Key Details
| Detail | Description |
|---|---|
| Potential Delay | Three months or more |
| Major Customers | Meta, Google, Microsoft |
| Orders | Tens of billions of dollars’ worth of chips |
| Blackwell Chip Series Unveiled | March |
| Successor to | Grace Hopper Superchip |
| Nvidia’s Response | Production on track to ramp in the second half |
| Customer Comments | Microsoft: No comment, Meta and Google: No response |
