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

NVIDIA has found “design flaws” in its upcoming collection of AI chips that will push their launch again no less than three months, experiences. The corporate has reportedly began notifying prospects of the delay, together with Microsoft. Massive orders of the brand new Blackwell chips have been initially slated to start out transport someday this yr, however sources advised The Information that they’re not anticipated till early 2025. Along with Microsoft, the publication experiences that Google, Meta and different main firms have positioned bulk orders of the Blackwell chips which can be collectively price “tens of billions of {dollars}.”

NVIDIA again in March, touting efficiency boosts of as much as 30 instances what’s achieved by its flagship H100, which serves because the spine for a few of right now’s largest AI techniques. The corporate on the time additionally stated the Blackwell chips might scale back “price and vitality consumption by as much as 25x.” However based on The Info, citing sources concerned with the Blackwell chip, “design issues arose unusually late within the manufacturing course of.”

NVIDIA and its chip producer, Taiwan Semiconductor Manufacturing Firm, at the moment are doing check manufacturing runs to resolve the problems, based on The Info, which experiences that the primary large shipments could not exit till the primary quarter.