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Source: Huanqiu.com

[Global Network Technology Comprehensive Report] On August 5, according to Reuters, Nvidia has suffered a major setback recently. The release of its new artificial intelligence chip Blackwell may be delayed by three months or more due to design defects. This news was reported by the technology publication "The Information" on Friday, which has attracted widespread attention in the industry.

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According to people involved in Nvidia's chip and server hardware production, the delay will have a significant impact on Nvidia's important customers, including Meta Platforms, Google and Microsoft, which have pre-ordered tens of billions of dollars worth of Blackwell chips. Nvidia launched the Blackwell chip series in March this year as a follow-up to the Grace Hopper Superchip, designed to further accelerate the development of generative artificial intelligence applications.

In response to this sudden situation, an Nvidia spokesperson issued a statement via email: "As we have said before, demand for Hopper is very strong, extensive sampling of Blackwell has begun, and we expect production to gradually increase in the second half of the year." This statement attempted to ease market concerns about Nvidia's production capacity, but did not directly respond to the specific reasons and timetable for the delay in the release.

Microsoft said it had no further information to add, while Meta and Google have not yet responded to requests for comment. However, The Information cited a Microsoft employee and another person familiar with the matter as saying that Nvidia had notified Microsoft and another major cloud service provider this week that the production of its most advanced Blackwell series AI chips would be delayed. This news undoubtedly poured cold water on customers who expected the new chips to accelerate the development of AI applications.

As the leader in the global AI chip market, Nvidia's delayed release of its Blackwell chip not only affects its own production plans, but may also have a chain reaction on the entire AI chip market. Cloud computing service providers that rely on Nvidia chips may need to adjust project plans or find alternatives to cope with the uncertainty of chip supply. At the same time, this incident may also prompt other technology giants to speed up the development of their own AI chips to reduce their dependence on a single supplier.