Nvidia has reportedly told Microsoft and at least one other cloud provider that its “Blackwell” B200 artificial intelligence chips will take at least three months longer to produce than planned. ai-chip-is-delayed-impacting-microsoft-google-meta?rc=v4bmzs”>according Information. The delay is the result of a design flaw discovered “unusually late in the production process,” according to two anonymous sources, including a Microsoft employee, cited by the outlet..
The B200 chips are a follow-up to the extremely popular and hard-to-find H100 chips that power large swaths of the ai cloud landscape (and helped make Nvidia one of the most valuable companies in the world). Nvidia expects production of the chip to “increase in the second half,” according to a statement Nvidia spokesman John Rizzo shared with The edge“Beyond that, we don’t comment on rumors.”
Nvidia is reportedly working on a new series of tests with chipmaker Taiwan Semiconductor Manufacturing Company and will not ship large quantities of Blackwell chips until 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 through partners” starting in 2024. The new chips are supposed to kick off a new annual cadence of ai chips from the company while other tech companies, such as AMD, work to create their own ai chip competitors.
