From Tom's Hardware: On Wednesday, Nvidia admitted that its upcoming Blackwell-based products suffer from low yields, which required the company to re-spin some layers of the B200 processor to improve yields. Nvidia will ramp up production of Blackwell in Q4 2024 and will ship Blackwell GPUs worth several billion dollars in the last quarter of this year.
"We executed a change to the Blackwell GPU mask to improve production yield," a statement by Nvidia reads. "Blackwell production ramp is scheduled to begin in the fourth quarter and continue into fiscal 2026. In the fourth quarter, we expect to ship several billion dollars in Blackwell revenue."
Nvidia reaffirmed that it sampled Blackwell GPUs with its customers in the second quarter but admitted that it had to produce 'low-yielding Blackwell material' to meet demand for its Blackwell processors, which impacted its gross margins.
Nvidia's chief executive, Jensen Huang, said during the earnings call that the company has implemented all the necessary changes to the design of its Blackwell B100 and B200 GPUs and is on track to mass produce them in the fourth quarter.
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