Nvidia has reportedly told Microsoft and at least one other cloud provider that production of its “Blackwell” B200 AI chips will take at least three months longer than originally planned. information. Citing two unnamed sources, including Microsoft employees, the outlet said the delay was caused by a design flaw “unusually late in the production process.”.
The B200 chip is the follow-up to the extremely popular and hard-to-obtain H100 chip, which powered the vast swath of artificial intelligence cloud space (and helped make Nvidia one of the most valuable companies in the world). Nvidia expects production of the chip to “increase within 2H,” according to a statement shared with us by Nvidia spokesman John Rizzo. edge. “Other than that, we will not comment on rumors.”
According to reports, Nvidia is currently conducting a series of new tests with chip manufacturer TSMC and will not ship Blackwell chips in large quantities until the first quarter. information Microsoft, Google and Meta have ordered “tens of billions of dollars” worth of chips, the company wrote.
Just a few months before this report was released, Nvidia said that starting in 2024, “partners will offer Blackwell-based products.” The new rhythm of smart chips.
