NVIDIA’s Blackwell AI chips have reportedly hit a snag and may arrive months late

Design flaws delay NVIDIA's Blackwell AI chips by at least three months, impacting orders from Microsoft, Google, and Meta, now expected in early 2025.

: NVIDIA has encountered design flaws in its Blackwell AI chips, delaying their release by at least three months. Initially set to ship in 2024, they are now expected in early 2025. Customers such as Microsoft, Google, and Meta have been notified of the delay. The Blackwell chips were anticipated to boost performance by 30 times and reduce energy consumption by 25x.

NVIDIA's Blackwell AI chips have hit a significant snag due to discovered design flaws, causing a delay of at least three months. These flaws surfaced unusually late in the production process, prompting the company to start notifying customers about the postponed release to early 2025 instead of 2024 as initially planned.

Major clients like Microsoft, Google, and Meta, who have placed bulk orders worth tens of billions of dollars, have been informed about the delay. NVIDIA had announced the Blackwell chips in March, promising performance enhancements up to 30 times greater than the current H100 chips, alongside a reduction in cost and energy consumption by up to 25 times.

To address the design issues, NVIDIA and Taiwan Semiconductor Manufacturing Company are conducting test production runs. Despite the challenges, NVIDIA aims to sort out the issues and proceed with shipments in early 2025, maintaining its commitment to pushing technological boundaries in AI chip performance and efficiency.

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