Mokuroo wrote a post · Aug 4, 2024 20:42

Nvidia's new chip delay: impact on the industry and future prospects.

There are reports that the shipment of Nvidia's next-generation Blackwell B200 chip could be delayed by more than three months. Analysts predict that the shipment volume for the January 2025 quarter will be approximately 32,500 units, contributing 3 billion dollars (9% of total expected revenue) to the earnings. However, the current high demand for the Hopper chip continues, and Nvidia claims that there are no changes to the production plans. The increased AI investments from major tech companies such as Google and Amazon are also providing tailwinds. The decline in market popularity is also seen as limited.

This delay may have a short-term impact on Nvidia, but considering the rapid growth of the AI market, the long-term impact will be limited. Instead, the emphasis on quality management may be well received.

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