Sources: Nvidia told Microsoft, and another large cloud provider, that its new Blackwell AI chips will be delayed by three months or more due to design flaws
Nvidia's upcoming artificial intelligence chips will be delayed by three months or more due to design flaws …
The Information
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Discussion
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@amir
Amir Efrati
on x
👀 Google, Microsoft and Meta have ordered an ~incredible~ number of Nvidia's next flagship AI chips, the GB200. https://www.theinformation.com/ ... [image]
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@firstadopter
Tae Kim
on x
Here we go again. Who knows if a particular customer is going to receive their orders in January, March, or April? Alphabet said last week they expected Blackwell in “early 2025.” Does it matter? Not really. No one is going to cancel orders. The orders will eventually be
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@zacharynado
Zachary Nado
on x
good thing we train on TPUs!
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@mayhem4markets
@mayhem4markets
on x
That's unfortunate for $NVDA, but not terribly surprising given that Blackwell seemed a bit rushed. Launching new GPU designs on a yearly cadence is a rather significant amount of engineering work, and it doesn't necessarily allow for sufficient testing of new designs. [image]
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@mrjayw
Jay Wong
on x
@anissagardizy8 ... The skeptic would ask if this is Nvidia trying to push out orders further into late 2025 / 2026 because of a leaner sales pipeline.
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@benbajarin
Ben Bajarin
on x
The Nvidia Blackwell delays don't change anything in the big picture.
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@dylan522p
Dylan Patel
on x
People keep asking about Blackwell delays We already sent out the our update 2 weeks ago, July 22nd to our hyperscaler, semiconductor, and investor clients Sell side and media are quite late They still have multiple things wrong too Volumes, ASP, etc below https://www.semianalysi…
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@ethancaballero
@ethancaballero
on x
AGI delayed 3 months [image]
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@edzitron
Ed Zitron
on x
This could be a blip, or could be a black swan event. The new GPUs that are crucial to the generative AI boom progressing much further are delayed three months, meaning OpenAI wouldn't get them until *next March*. [image]
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@omid
@omid
on x
Ut oh The stock market did not need to hear this right now
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@anissagardizy8
Anissa Gardizy
on x
NEW: Nvidia's new Blackwell GPUs will be delayed by three months or more due to design flaws—affecting customers that have collectively ordered tens of billions of dollars worth of the chips. This week, Nvidia told MSFT about the delay w/ @QianerLiu https://www.theinformation.com…
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@amir
Amir Efrati
on x
Breaking: Nvidia's Blackwell chip is delayed, the company tells big customers. Design flaw prevented the start of mass production. https://www.theinformation.com/ ... $nvda @QianerLiu @anissagardizy8 [image]
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r/wallstreetbets
r
on reddit
NVIDIA's Blackwell delayed due to design flaws? Just regarded rumors or is there some truth to it?
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r/AMD_Technology_Bets
r
on reddit
Nvidia's New AI Chip is Delayed, Impacting Microsoft, Google, Meta
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r/singularity
r
on reddit
Nvidia's New AI Chip is Delayed, Impacting Microsoft, Google, Meta