Nvidia has reportedly informed Microsoft and at least one other cloud provider that production of its “Blackwell” B200 AI chips will take at least three months longer than planned, According to information. The delay is the result of a design flaw discovered “extremely late in the production process,” according to two anonymous sources, including a Microsoft employee, quoted by the portal..
The B200 chips are a follow-up to the wildly popular and hard-to-find H100 chips that are powering immense swaths of the AI cloud landscape (and have helped make Nvidia one of the most valuable companies in the world). Nvidia expects production of the chip to “boom in 2H,” according to a statement Nvidia spokesman John Rizzo shared with Edge“Other than that, we don’t comment on rumors.”
Nvidia is reportedly currently conducting a series of novel tests with chipmaker Taiwan Semiconductor Manufacturing Company and has no plans to launch more Blackwell chips before the first quarter. information writes that Microsoft, Google, and Meta have ordered chips worth “tens of billions of dollars.”
The report comes just a few months after Nvidia said that “Blackwell-based products will be available from partners” starting in 2024. The novel chips are set to kick off the company’s novel annual series of AI chips, while several other tech companies like AMD are working to create their own AI chip competitors.
