NVIDIA, which has soared in the artificial intelligence arena, is now facing challenges with its new AI chips.
The competitive landscape in the AI market has spurred NVIDIA’s significant breakthroughs, propelling the tech giant to become one of the top three most valuable companies in recent years. However, maintaining such a position is proving to be more challenging than reaching it. NVIDIA is currently experiencing a shortage of its new AI chips.
Microsoft has reported that there will be delays in the chip production due to design flaws. The Blackwell series, which is critical for large-scale deployments, has been postponed until the first quarter of 2025. The delay could extend up to three months, potentially impacting NVIDIA’s major clients, including Meta, Google, and Microsoft.
Production will accelerate in the future
According to sources familiar with the situation, large shipments of NVIDIA’s new AI chips are expected to begin only in the early months of next year. As of now, there has been no official statement from NVIDIA regarding this issue. While NVIDIA has mentioned that “production will accelerate later this year,” no further details have been provided. Additionally, companies such as Microsoft, Google, Amazon Web Services, and Meta have not issued any statements on the matter.
NVIDIA has recently garnered attention for its advancements in artificial intelligence, earning praise from investors. It remains to be seen whether these delays will open the door for a new competitor to emerge in the AI field.
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