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Nvidia's upcoming Blackwell B200 GPUs, designed for AI workloads, face a delay of at least three months due to a design flaw discovered late in production. This setback affects major clients like Microsoft, Meta, and Google, who were anticipating the chips for their AI data centers. The Blackwell GPUs were expected to significantly outperform the existing H100 chips, making this delay particularly impactful.
The design flaw relates to the processor die connecting two Blackwell GPUs on a single superchip, identified by Taiwan Semiconductor Manufacturing Co. Nvidia's decision to delay the launch rather than risk faulty products reflects a cautious approach, especially given the high costs associated with these chips. This situation may also provide competitors like Google, which uses its own TPUs, an opportunity to advance their AI capabilities.
• Nvidia's Blackwell GPUs delayed due to late-discovered design flaw.
• Major clients like Google and Microsoft face disruptions in AI data center plans.
In this context, Nvidia's GPUs are crucial for powering AI workloads and applications.
The Blackwell GPUs are specifically designed to enhance AI processing capabilities.
The Nvidia GB200 Superchip is the first to feature the new Blackwell GPUs.
The company is facing delays in launching its new Blackwell GPUs, which are critical for AI applications.
The company has placed significant orders for Nvidia's GB200 chips, which are now delayed.
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