It is leaked that the production of NVIDIA's new AI chips is expected to be delayed by at least three months

A leak from an employee of a company that has ordered the B200 has revealed that NVIDIA is expecting production to be delayed by at least three months due to a design flaw in its AI chip, the B200.

Nvidia's New AI Chip is Delayed, Impacting Microsoft, Google, Meta — The Information
https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-meta

Nvidia reportedly delays its next AI chip due to a design flaw - The Verge
https://www.theverge.com/2024/8/3/24212518/nvidia-ai-chip-delay-blackwell-b200-microsoft-amazon-google-openai-meta-artificial-intelligence

The B200 is the first AI chip to use the new architecture 'Blackwell,' and was announced at the same time as Blackwell at the technology conference 'GTC 2024' in March 2024. At the time of the announcement, it was announced that 'products equipped with the Blackwell architecture will be available in the second half of 2024.'

NVIDIA announces GPU architecture 'Blackwell' and new GPU 'B200' to realize AI models with trillions of parameters - GIGAZINE

According to The Information , a news site specializing in the technology industry, customers such as Microsoft, Google, and Meta have already placed orders for the B200 worth tens of billions of dollars (several trillions of yen).

However, The Information received information from a Microsoft employee that 'NVIDIA has informed us that the delivery of cutting-edge AI chips will be delayed.' The reason for the delay in delivery is reportedly 'due to a design defect discovered at an unusually late stage in the manufacturing process,' and it is expected that there will be a delay of at least three months.

In response to an inquiry by The Verge, NVIDIA said, 'We expect B200 production to increase in the second half of the year. We will not comment further on rumors.'