Nvidia Delays Blackwell AI Chips Shipment
Nvidia Delays Blackwell AI Chips Shipment

Nvidia Delays Blackwell AI Chips Shipment

News summary

Nvidia's next-generation AI chips, the Blackwell series, are facing a significant delay of at least three months due to unexpected design flaws, as reported by The Information and other sources. This delay could impact major tech companies such as Meta, Google, and Microsoft, which have collectively placed orders worth billions of dollars. Despite these setbacks, analysts from Goldman Sachs and Raymond James expect minimal long-term impact on Nvidia's earnings and competitive position. Nvidia has assured that production is on track to ramp up later this year, although large-scale shipments are now expected to be postponed until the first quarter of 2025. The delay could temporarily benefit Nvidia's existing Hopper series and potentially offer opportunities to competitors like AMD. This development comes amid high demand for Nvidia's AI chips, which are crucial for various applications in the tech industry.

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