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Delay to Nvidia's new AI chip could affect Microsoft, Google, Meta, The Information says
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Delay to Nvidia's new AI chip could affect Microsoft, Google, Meta, The Information says
Aug 2, 2024 10:53 PM

Aug 2 (Reuters) - Design flaws could cause a delay of

three months or more in the launch of chip giant Nvidia's ( NVDA )

upcoming artificial intelligence chips, tech-focused

publication The Information said on Friday.

The setback could affect customers such as Meta,

Google and Microsoft ( MSFT ), who have collectively

ordered tens of billions of dollars worth of chips, it said,

citing people who help produce chip and server hardware for

Nvidia ( NVDA ).

The AI chip giant unveiled its Blackwell chip series in

March, succeeding its earlier flagship AI chips, the Grace

Hopper Superchip, that were designed to speed generative AI

applications.

"As we've stated before, Hopper demand is very strong, broad

Blackwell sampling has started, and production is on track to

ramp in the second half," an Nvidia ( NVDA ) spokesperson said in an

emailed statement in response to the report.

Meta, Google, and Microsoft ( MSFT ) did not immediately respond to

requests for comment.

Nvidia ( NVDA ) informed Microsoft ( MSFT ) and another major cloud service

provider this week of a delay in the production of its most

advanced AI chip in the Blackwell series, The Information said,

citing a Microsoft ( MSFT ) employee and another person with the

knowledge of the matter.

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