Overview

• Braga’s mass production has been deferred from 2025 to 2026, marking at least a six-month delay
• The Information report indicates Braga will trail Nvidia’s Blackwell series in performance when it enters production
• Insiders attribute the setback to unanticipated design changes accompanied by staffing constraints alongside high turnover on the development team
• Microsoft had planned to deploy Braga in its data centers this year but has continued relying on Nvidia hardware for its AI services
• Competitors Google and Amazon are ramping up their own custom AI chips after confronting similar supply and cost pressures