NVIDIA has acknowledged production yield issues with its new Blackwell AI GPUs, leading to a delay in the B100 launch. The company will re-spin the Blackwell tile and introduce a revised B200A for enterprise customers, while prioritizing the B200 for hyperscale deployments. These developments underscore the challenges associated with advanced chip design and manufacturing.
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.
NVIDIA’s ambitious Blackwell AI GPUs are facing significant challenges due to design flaws, resulting in delays and a revised roadmap. The B200, originally slated for Q4 2024, will now see limited shipments towards the end of the year, while the redesigned B200A is expected in the second half of 2025. These delays are attributed to issues with the Blackwell die and the CoWoS-L packaging technology, leading NVIDIA to explore alternative solutions.
