$NVIDIA (NVDA.US)$ The Blackwell series, which is called the...
The Blackwell series, which is called the strongest AI chip on the Earth's surface, seems to be facing a problem. According to the famous American technology media “The Information,” NVIDIA may delay mass production for 3 months or more due to design flaws in the latest AI chips, and this will affect Meta, Google, Microsoft, etc. These customers have already ordered chips worth tens of billions of dollars.
According to the original plan, TSMC was expected to begin large-scale mass production of Blackwell chips in the 3rd quarter and deliver them to NVIDIA in the fourth quarter. If things went smoothly, mass shipments were expected in the next few months. However, when “The Information” quoted a source involved in Blackwell's manufacturing, TSMC discovered a design flaw in the processor chip connecting the two Blackwell GPUs during large-scale mass production preparations in recent weeks. The issue could also cause production to stop, and NVIDIA reports that it is actively discussing a solution with TSMC.
Also, according to Microsoft employees and another source, NVIDIA notified its main customer Microsoft and other major cloud providers this week that shipments of the Blackwell series of cutting-edge AI chips will be delayed. If shipments of AI chips such as B100, B200, and GB200 are delayed by 3 months or more, the operation of large-scale AI data centers scheduled for the first quarter of 2025 will be delayed.
As of now, an NVIDIA spokesperson has declined to comment on the delay, and customers have only stated that they “expect production to increase later this year” while testing samples of Blackwell chips.
According to the original plan, TSMC was expected to begin large-scale mass production of Blackwell chips in the 3rd quarter and deliver them to NVIDIA in the fourth quarter. If things went smoothly, mass shipments were expected in the next few months. However, when “The Information” quoted a source involved in Blackwell's manufacturing, TSMC discovered a design flaw in the processor chip connecting the two Blackwell GPUs during large-scale mass production preparations in recent weeks. The issue could also cause production to stop, and NVIDIA reports that it is actively discussing a solution with TSMC.
Also, according to Microsoft employees and another source, NVIDIA notified its main customer Microsoft and other major cloud providers this week that shipments of the Blackwell series of cutting-edge AI chips will be delayed. If shipments of AI chips such as B100, B200, and GB200 are delayed by 3 months or more, the operation of large-scale AI data centers scheduled for the first quarter of 2025 will be delayed.
As of now, an NVIDIA spokesperson has declined to comment on the delay, and customers have only stated that they “expect production to increase later this year” while testing samples of Blackwell chips.
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