Nvidia has reportedly told Microsoft and astatine slightest 1 different unreality supplier that its “Blackwell” B200 AI chips volition instrumentality astatine slightest 3 months longer to nutrient than was planned, according to The Information. The hold is the effect of a plan flaw discovered “unusually precocious successful the accumulation process,” according to 2 unnamed sources, including a Microsoft employee, cited by the outlet.
B200 chips are the follow-up to the supremely fashionable and hard-to-get H100 chips that powerfulness immense swaths of the artificial quality unreality scenery (and helped marque Nvidia one of the astir invaluable companies successful the world). Nvidia expects accumulation of the spot “to ramp successful 2H,” according to a connection that Nvidia spokesperson John Rizzo shared with The Verge. “Beyond that, we don’t remark connected rumors.”
Nvidia is present reportedly moving done a caller acceptable of trial runs with spot shaper Taiwan Semiconductor Manufacturing Company, and won’t vessel ample numbers of Blackwell chips until the archetypal quarter. The Information writes that Microsoft, Google, and Meta, person ordered “tens of billions of dollars” worthy of the chips.
The study comes conscionable months aft Nvidia said that “Blackwell-based products volition beryllium disposable from partners” starting successful 2024. The caller chips are expected to footwear disconnected a caller yearly cadence of AI chips from the institution arsenic respective different tech firms, such arsenic AMD, enactment to rotation up their ain AI spot competitors.