“The delay is the result of a design flaw discovered “unusually late in the production process,” according to two unnamed sources, including a Microsoft employee, cited by the outlet.”
Blackwell B200 slips at least three months, and large shipments wait until the first quarter. Microsoft, Google and Meta have ordered “tens of billions of dollars” worth. Nvidia’s answer is that production will “ramp in 2H” and it doesn’t comment on rumors. The new yearly chip cadence stumbled on its first chip.