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

NVIDIA has found “design flaws” in its upcoming sequence of AI chips that will push their launch again at the very least three months, stories. The corporate has reportedly began notifying clients of the delay, together with Microsoft. Massive orders of the brand new Blackwell chips had been initially slated to begin transport someday this 12 months, however sources advised The Information that they’re no longer anticipated till early 2025. Along with Microsoft, the publication stories that Google, Meta and different main corporations 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 as we speak’s largest AI programs. The corporate on the time additionally stated the Blackwell chips might scale back “value and power consumption by as much as 25x.” However in line with The Data, 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, in line with The Data, which stories that the primary massive shipments might not exit till the primary quarter.

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