Overview

• Nvidia's Blackwell AI GPUs are experiencing delays due to engineering snags and design flaws.
• Production volumes for Blackwell chips are expected to drop, with full-scale shipments now projected for early 2025.
• Foxconn remains the only manufacturer on track to ship Blackwell AI servers in Q4 2024.
• Analysts remain optimistic about Nvidia's long-term prospects despite near-term volatility.
• Nvidia's stock has seen fluctuations, but demand for AI chips continues to grow.