Overview

• Nvidia discovered design flaws in the processor die connecting two GPUs on the GB200 chip.
• Shipments of the Blackwell series are now expected in early 2025 instead of late 2024.
• Major customers like Microsoft, Google, and Meta have placed orders worth tens of billions of dollars.
• Nvidia is conducting new production tests with TSMC to resolve the issues.
• The delay could allow competitors like AMD and Intel to gain market share in the AI chip sector.