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Delay to Nvidia’s new AI chip may have an effect on Microsoft, Google, Meta, the Data says By Reuters

by Index Investing News
August 3, 2024
in Stocks
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(Reuters) – Design flaws may trigger a delay of three months or extra within the launch of chip big Nvidia (NASDAQ:)’s upcoming artificial-intelligence chips, tech-focused publication the Data stated on Friday.

The setback may have an effect on prospects equivalent to Meta Platforms (NASDAQ:), Alphabet (NASDAQ:)’s Google and Microsoft (NASDAQ:), which have collectively ordered tens of billions of {dollars}’ value of chips, it stated, citing individuals who assist produce chip and server {hardware} for Nvidia.

The AI chip firm unveiled its Blackwell chip sequence in March, succeeding its earlier flagship AI chip, the Grace Hopper Superchip, that was designed to hurry generative AI purposes.

“As we have acknowledged earlier than, Hopper demand may be very robust, broad Blackwell sampling has began, and manufacturing is on monitor to ramp within the second half,” an Nvidia spokesperson stated in an emailed assertion in response to the report.

Microsoft stated it had nothing so as to add, whereas Meta and Google didn’t instantly reply to requests for remark.

Nvidia knowledgeable Microsoft and one other main cloud service supplier this week of a delay within the manufacturing of its most superior AI chip within the Blackwell sequence, the Data stated, citing a Microsoft worker and one other individual with data of the matter.





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