NVIDIA’s new Blackwell AI GPUs are facing production issues, potentially pushing them to Samsung for manufacturing its upcoming GeForce RTX 50 series GPUs. The issues stem from Blackwell’s performance in high-voltage environments, leading to a blame game between NVIDIA and TSMC. While a shift to Samsung might offer cost savings, NVIDIA’s past experience with Samsung’s fabrication for the RTX 30 series raises concerns. The implications for RTX 50 series availability and NVIDIA’s future strategies are significant.