Monday, November 4, 2024

Nvidia Blackwell GPUs allegedly delayed due to design flaws — launch expected to be pushed back by three months or more

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Sources from both Nvidia and Microsoft reportedly confirm that Nvidia is delaying its upcoming Blackwell AI GPUs from the expected fourth-quarter launch to potentially the first quarter of 2025. Two anonymous sources who worked on the chip itself and its server hardware first released this news, while Bloomberg allegedly corroborated it with its unnamed contact at Microsoft.

The news is a surprise as Nvidia had just delivered engineering samples earlier this week, with the B100 and B200 seemingly on track for a late 2024 release. The delay means that large customers like Microsoft, Meta, and xAI—which aims to purchase 300,000 B200 GPUs—would likely have to wait until 2Q25 at the earliest before Nvidia could fulfill their massive orders.

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