Nvidia has reportedly advised Microsoft and a minimum of one different cloud supplier that its “Blackwell” B200 AI chips will take a minimum of three months longer to provide than was deliberate, in keeping with The Data. The delay is the results of a design flaw found “unusually late within the manufacturing course of,” in keeping with two unnamed sources, together with a Microsoft worker, cited by the outlet.
B200 chips are the follow-up to the supremely widespread and hard-to-get H100 chips that energy huge swaths of the bogus intelligence cloud panorama (and helped make Nvidia probably the most worthwhile firms on the planet). Nvidia expects manufacturing of the chip “to ramp in 2H,” in keeping with a press release that Nvidia spokesperson John Rizzo shared with The Verge. “Past that, we don’t touch upon rumors.”
Nvidia is now reportedly working by way of a contemporary set of check runs with chip producer Taiwan Semiconductor Manufacturing Firm, and gained’t ship massive numbers of Blackwell chips till the primary quarter. The Data writes that Microsoft, Google, and Meta, have ordered “tens of billions of {dollars}” value of the chips.
The report comes simply months after Nvidia mentioned that “Blackwell-based merchandise might be out there from companions” beginning in 2024. The brand new chips are purported to kick off a brand new yearly cadence of AI chips from the corporate as a number of different tech corporations, similar to AMD, work to spin up their very own AI chip rivals.
