Nvidia's Blackwell AI Chips Delayed by Design Flaws

The release of Nvidia's next-generation AI chips is postponed by at least three months, impacting major tech companies' plans.

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.