(Reuters) – Design flaws could cause a delay of three months or more in the launch of chip giant Nvidia’s upcoming artificial intelligence chips, technology-focused publication The Information said on Friday.
The setback could affect customers such as Meta Platforms, Alphabet’s Google and Microsoft, which together have ordered tens of billions of dollars worth of chips, it said, citing people who help produce chip and server hardware for Nvidia.
The AI chip company unveiled its Blackwell chip line in March, which succeeds its previous flagship AI chip, the Grace Hopper Superchip, which was designed to accelerate generative AI applications.
“As we’ve said before, demand for Hopper is very strong, broad Blackwell sampling has begun and production is on track to ramp up in the second half of the year,” an Nvidia spokesperson said in an emailed response to the report.
Microsoft said it had nothing to add, while Meta and Google did not immediately respond to requests for comment.
Nvidia informed Microsoft and another major cloud services provider this week of a delay in production of its most advanced AI chip in the Blackwell series, the Information said, citing a Microsoft employee and another person with knowledge of the matter.
(Reporting by Surbhi Misra in Bengaluru; Editing by Clarence Fernandez, William Mallard and Matthew Lewis)