NVIDIA’S upcoming artificial intelligence (AI) chips will be delayed due to design flaws, The Information reports, citing two unidentified sources who help produce the chip and its server hardware.
The chips may be delayed by three months or more, which could affect Nvidia’s customers including Meta Platforms, Google and Microsoft.
Nvidia this week informed Microsoft about a delay affecting the most advanced AI chip models in the Blackwell series, according to an unidentified Microsoft employee and another source.
The delays mean big shipments are not expected until the first quarter of 2025, The Information added.
A spokesperson for Nvidia would not comment on its statements to customers about the delay, according to the report, but told The Information that “production is on track to ramp” later this year.
Microsoft, Google, Amazon Web Services and Meta declined to comment to the publication, while a TSMC spokesperson did not respond to a request for comment. BLOOMBERG
