A delay of three or more months in the launch of Nvidia’s new artificial intelligence chips could impact customers such as Alphabet’s Google, Meta Platforms and Microsoft, Reuters reported.
The delay, due to design flaws in the upcoming AI chips, was first reported by tech-focused publication the Information on August 2.
Customers Affected
The setback could affect customers such as Meta Platforms, Alphabet’s Google and Microsoft. The tech giants have collectively ordered tens of billions of dollars’ worth of chips, the Information report added, citing people who help produce chip and server hardware for Nvidia.
Nvidia unveiled its Blackwell AI chips in March, following its flagship Grace Hopper AI Superchip, which was designed to speed generative AI applications, Reuters reported.
“As we’ve stated before, Hopper demand is very strong, broad Blackwell sampling has started, and production is on track to ramp in the second half,” an Nvidia spokesperson told Reuters via email.
Meanwhile Microsoft said it “had nothing to add”, and Google and Meta did not respond to queries, Reuters added.
Production Delays
Nvidia informed Microsoft and another major cloud service provider of the likely delay this week, the Information report added, citing a Microsoft employee and another person with knowledge of the matter.
(With inputs from Reuters)