NVIDIA is facing challenges with its upcoming Blackwell AI GPUs. Analyst firm KeyBanc reports design flaws in the B100 chip, causing a 3-month delay. NVIDIA has reportedly canceled the B100 and will replace it with the B200A, a lower-cost/performance GPU targeted at enterprise customers. The B200 will be prioritized for hyperscalers, but supply will be limited in Q4 2024 due to production constraints.