financetom
Technology
financetom
/
Technology
/
Delay to Nvidia's new AI chip could affect Microsoft, Google, Meta, the Information says
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Delay to Nvidia's new AI chip could affect Microsoft, Google, Meta, the Information says
Aug 3, 2024 6:37 PM

(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 Platforms ( META ), Alphabet's Google and Microsoft ( MSFT ), which 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 company unveiled its Blackwell chip series in March, succeeding its earlier flagship AI chip, the Grace Hopper Superchip, that was 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.

Microsoft ( MSFT ) said it had nothing to add, while Meta and Google 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 knowledge of the matter.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Assessing Apple's Performance Against Competitors In Technology Hardware, Storage & Peripherals Industry
Assessing Apple's Performance Against Competitors In Technology Hardware, Storage & Peripherals Industry
Dec 27, 2024
In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Apple ( AAPL ) alongside its primary competitors in the Technology Hardware, Storage & Peripherals industry. By meticulously examining crucial financial indicators, market positioning, and growth potential,...
Competitor Analysis: Evaluating NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry
Competitor Analysis: Evaluating NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry
Dec 27, 2024
In the fast-paced and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating NVIDIA ( NVDA ) in comparison to its major competitors within the Semiconductors & Semiconductor Equipment industry. By analyzing crucial financial metrics, market position, and growth potential, our objective is...
Industry Comparison: Evaluating Microsoft Against Competitors In Software Industry
Industry Comparison: Evaluating Microsoft Against Competitors In Software Industry
Dec 27, 2024
Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating Microsoft ( MSFT ) in comparison to its major competitors within the Software industry. By analyzing critical financial metrics, market position, and growth potential, our objective is...
What the Options Market Tells Us About ASML Holding
What the Options Market Tells Us About ASML Holding
Dec 27, 2024
Financial giants have made a conspicuous bullish move on ASML Holding ( ASML ). Our analysis of options history for ASML Holding ( ASML ) revealed 11 unusual trades. Delving into the details, we found 54% of traders were bullish, while 36% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $341,834,...
Copyright 2023-2026 - www.financetom.com All Rights Reserved