Nvidia’s new AI chips will be delayed because of design problems, says a report from The Information. Two people involved in making the chips and server hardware said they could be delayed by three months or more. This delay might affect Nvidia’s big customers like Meta, Google, and Microsoft.
This week, Nvidia told Microsoft about the delay with the most advanced AI chip models in the Blackwell series, according to a Microsoft employee and another person. Because of this delay, large shipments of the chips are now expected in the first quarter of 2025, The Information reported.
An Nvidia spokesperson wouldn’t comment on what they told customers about the delay but said that “production is on track to ramp” later this year.
Microsoft, Google, Amazon Web Services, and Meta didn’t comment on the report. A TSMC spokesperson also didn’t respond to a request for comment.
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