NVIDIA has identified design flaws in its upcoming AI chips, potentially delaying their release by at least three months, according to The Information. The company has begun notifying customers of the delay, including Microsoft.
Initially, large orders of the new Blackwell chips were scheduled to ship sometime this year. However, sources informed The Information that these shipments are now anticipated in early 2025. Besides Microsoft, Google, Meta, and other major companies have placed bulk orders for the component, collectively worth tens of billions of dollars.
NVIDIA announced the Blackwell series chips back in March, serving as the follow-up to the H100 chips that power a large number of the AI cloud landscape. In a statement to The Verge, the company states that it won’t comment on rumours, but also notes that it expects production of the chip “to ramp in 2H”.
The Information’s report, citing sources involved with the Blackwell chip development, adds that “design problems arose unusually late in the production process”. NVIDIA and its chip manufacturer, Taiwan Semiconductor Manufacturing Company, are said to be doing test production runs to get to the bottom of the issues.
(Source: The Information / The Verge)
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