Nvidia has reportedly told Microsoft and another cloud provider that its “Blackwell” B200 AI chips will take around three months longer to produce than was planned, according to The Information.
The delay is because of a design flaw discovered “unusually late in the production process,” as per two unnamed sources, including a Microsoft employee, the media outlet cited.
B200 chips are the successor of the extremely processor and hard-to-get H100 chips that power vast swaths of the AI cloud landscape. It also helped the company become one of the most valuable companies across the globe.
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Nvidia To Resume The Chip’s Production Soon
Nvidia expects to boost the productions in 2H, as per a statement from Nvidia spokesperson John Rizzo given to The Verge. “Beyond that, we don’t comment on rumors.”
Nvidia is reportedly working through a fresh set of test runs with chip producer Taiwan Semiconductor Manufacturing Company, and will not share huge numbers of Blackwell chips until the first quarter. The Information stated that Microsoft, Google, and Meta, have ordered “tens of billions of dollars” worth of the chips.
The report comes just months after the company said that “Blackwell-based products will be available from partners” starting this year. The new chips are said to kick off a new yearly cadence of AI chips from the company as several other tech firms, such as AMD, work to spin up their own AI chip rivals.
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New Leak Hints GeForce RTX 5090's Base Clock Could Hit 2.9 GHz
With Nvidia’s recent leaps in AI and taking the top spot as one of the most valuable companies across the globe, everyone’s waiting for the company to showcase its next GPU. However, leakers have been busy spreading information about what the company will be doing next. One such leaker has suggested that Nvidia’s next card, the GeForce RTX 5090, will have base clocks that come close to 2.9 GHz.
As spotted by VideoCardz, the information came from the renowned Nvidia leaker panzerlied on the Chiphell forums. In a thread, Panzerlied replied to someone discussing Nvidia’s clock speeds by claiming that the base frequency of the company’s GeForce RTX 5090 will come close to 2.9GHz.
When compared to its precursor, the GeForce RTX 4090, comes in at 2.55GHz. That’s a serious boost in power without even overclocking it. It seems that even Panzerlied isn’t sure about how Nvidia will handle so much power.