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英伟达因设计缺陷 reportedly 推迟其下一款 AI 芯片发布

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Quick guide

Nvidia has notified Microsoft and other cloud service providers that the production of its Blackwell B200 AI chip will be delayed by at least three months due to design flaws discovered during production. The B200 chip, the successor to the H100 chip, is critical to advancing the AI cloud space, helping Nvidia become one of the world's most valuable companies. Nvidia expects to gradually increase the production of B200 chips in the second half of the year. Spokesman John · Rizzo said they would not comment on the rumors. Currently, Nvidia is conducting a new test run with Taiwan semiconductor manufacturing companies, and it is not expected to ship large-scale until the first quarter of next year. Major companies such as Microsoft, Google and Meta have placed orders worth "tens of billions of dollars".

英伟达因设计缺陷 reportedly 推迟其下一款 AI 芯片发布

Nvidia postpones the production of Blackwell chips

Nvidia has notified Microsoft and at least one other cloud service provider that the production of its Blackwell B200 AI chips will be delayed by at least three months from the original schedule, the Information report said. The delay stemmed from a design flaw discovered "at an unusually late stage" in the production process, from two anonymous sources, including a Microsoft employee mentioned by the outlet.

英伟达因设计缺陷 reportedly 推迟其下一款 AI 芯片发布

The impact of the B200 chip

The B200 chip is designed to inherit the hugely popular and hard-to-obtain H100 chip, which is critical to driving several important parts of the AI cloud space and helping to establish NVIDIA as one of the world's most valuable companies. Nvidia expects production of B200 chips to "gradually ramp up" in the second half of the year, with Nvidia spokesman John · Rizzo saying in a communication with The Edge: "Other than that, we don't comment on the rumors." ”

英伟达因设计缺陷 reportedly 推迟其下一款 AI 芯片发布

Current Tests & Orders

Nvidia is currently conducting a series of new test runs with chipmaker Taiwan Semiconductor Manufacturing Co. and will not begin mass shipments of Hewell chips until the first quarter of next year. Major companies such as Microsoft, Google and Meta have placed orders worth "tens of billions of dollars," according to the Info.

英伟达因设计缺陷 reportedly 推迟其下一款 AI 芯片发布
英伟达因设计缺陷 reportedly 推迟其下一款 AI 芯片发布

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