The delay comes after Nvidia announced that "Blackwell-based products will be available from partners" starting in 2024. The chips are part of Nvidia's new annual AI chip release strategy, as it faces competition from other tech firms like AMD. Microsoft, Google, and Meta have reportedly ordered "tens of billions of dollars" worth of the chips.
Key takeaways:
- Nvidia's 'Blackwell' B200 AI chips will reportedly take three months longer to produce due to a late-discovered design flaw.
- The delay was confirmed by two unnamed sources, including a Microsoft employee.
- Nvidia is now working with Taiwan Semiconductor Manufacturing Company to conduct a new set of test runs.
- Microsoft, Google, and Meta have ordered 'tens of billions of dollars' worth of the chips, which are not expected to ship in large numbers until the first quarter.