The Information reported that Nvidia has informed Microsoft and at least one other cloud provider that their AI chips “Blackwell” B200 will need at least 3 more months to produce compared to the initial plan.
This delay is due to a design flaw discovered “very late in the production process,” according to two anonymous sources, including a Microsoft employee, cited by the news outlet.
The B200 chip is the next version of the extremely popular chip H100, which plays a crucial role in extensive artificial intelligence cloud services and helps Nvidia become one of the most valuable companies in the world.
Nvidia expects chip production to "accelerate in the second half of this year," according to a statement shared by Nvidia spokesperson John Rizzo with The Verge.
Nvidia is conducting a series of new tests and is not expected to ship large quantities of Blackwell chips until the first quarter of next year.
According to The Information, Microsoft, Google, and Meta have ordered "tens of billions of dollars" worth of these chips, demonstrating strong confidence in Nvidia's advanced technology.
