The latest news has revealed that Nvidia’s highly anticipated “Blackwell” B200 AI chips will face a significant delay in production. It has been reported that Nvidia informed Microsoft and other cloud providers that the chips will take at least three months longer to produce than originally planned. This delay is attributed to a design flaw that was discovered unusually late in the production process.
The B200 chips are the successor to the popular H100 chips that have been crucial in powering a large portion of the artificial intelligence cloud industry. Nvidia has stated that production of the chips is expected to ramp up in the second half of the year. However, they have refrained from commenting further on the rumors surrounding the delay.
Nvidia is said to be working on a new set of test runs with chip producer Taiwan Semiconductor Manufacturing Company. Large scale shipment of the Blackwell chips is not expected until the first quarter. Companies like Microsoft, Google, and Meta have reportedly ordered billions of dollars worth of these chips, highlighting the high demand for AI chips in the market.
The delay in Nvidia’s B200 chip production comes at a time when other tech companies are also making advancements in the AI chip space. Competitors like AMD are working on developing their own AI chip alternatives, which could potentially impact Nvidia’s market dominance. The new chips from Nvidia are aimed at establishing a yearly cadence of AI chip releases, signaling the company’s commitment to innovation in the field.
The delay in the production of Nvidia’s Blackwell B200 AI chips raises concerns about the company’s ability to meet the growing demand for AI technologies. As the industry becomes more competitive, Nvidia will need to address these challenges swiftly to maintain its position as a leader in the AI chip market.
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