From CRN: Nvidia is reportedly delaying the release of its next-generation Blackwell GPUs by three or more months due to technical issues with the underlying architecture.
The news was first reported Friday by tech publication The Information, which cited two unnamed sources, and it was corroborated two days later by a separate report from semiconductor analysis firm SemiAnalysis, which said the first Blackwell GPU design will now arrive in the fourth quarter instead of the third quarter.
An Nvidia spokesperson didn’t directly comment on the reports but said the company is “on track” to ramp production of Blackwell GPUs in the second half of the year while demand for its current-generation Hopper GPUs, like the H200, is “very strong.”
The reports of delays arrived as Nvidia seeks to defend and grow its dominance of the AI computing space by making its chips, systems, software and service crucial to the development and deployment of AI applications. At the same time, rivals ranging from AMD to Amazon Web Services are trying to whittle away at Nvidia’s influence with their own AI chips.
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