NVIDIA Blackwell AI chips have reportedly hit a cliff and may arrive months later

NVIDIA has discovered “design flaws” in its upcoming series of AI chips that could push back their release by at least three months, reports. The company has reportedly begun notifying customers of the delay, including Microsoft. Large orders of Blackwell’s new chips were originally scheduled to begin shipping sometime this year, but the sources said. Informationn that now it is not expected until early 2025. In addition to Microsoft, the publication reports that Google, Meta and other major companies have placed bulk orders for Blackwell chips collectively worth “tens of billions of dollars.”

NVIDIA back in March, the efficiency improves up to 30 times to that achieved by its flagship H100, which serves as the backbone of some of today’s major AI systems. The company at the time also said Blackwell’s chips could reduce “cost and power consumption by up to 25x.” But by saying Informationciting sources involved in the Blackwell chip, “design problems emerged unusually late in the manufacturing process.”

NVIDIA and its chip maker, Taiwan Semiconductor Manufacturing Company, are now making production plans to get to the bottom of the problems, according to the report. Informationreporting that the first major shipment may not come out until the first quarter.