NVIDIA’s Blackwell AI chips have reportedly hit a snag and may arrive months late

NVIDIA has discovered “design flaws” in its upcoming series of AI chips that may push their release back at least three months, reports. The company has reportedly started notifying customers of the delay, including Microsoft. Large orders of the new Blackwell chips were initially slated to start shipping sometime this year, but sources told The Information that they’re now not expected until early 2025. In addition to Microsoft, the publication reports that Google, Meta and other major companies have placed bulk orders of the Blackwell chips that are collectively worth “tens of billions of dollars.”

NVIDIA back in March, touting performance boosts of up to 30 times what’s achieved by its flagship H100, which serves as the backbone for some of today’s biggest AI systems. The company at the time also said the Blackwell chips could reduce “cost and energy consumption by up to 25x.” But according to The Information, citing sources involved with the Blackwell chip, “design problems arose unusually late in the production process.”

NVIDIA and its chip manufacturer, Taiwan Semiconductor Manufacturing Company, are now doing test production runs to get to the bottom of the issues, according to The Information, which reports that the first big shipments may not go out until the first quarter.