Happy Sunday. Hopefully everyone is enjoying time away from the screens after what was one of the busiest/craziest weeks of the year: a firehose of earnings coupled with a continued volatile market environment.
Over the weekend, big news is TheInformation reporting NVDA’s Blackwell chip will be delayed:
Nvidia’s upcoming artificial intelligence chips will be delayed by three months or more due to design flaws, a snafu that could affect customers such as Meta Platforms, Google and Microsoft that have collectively ordered tens of billions of dollars worth of the chips, according to two people who help produce the chip and server hardware for it.
Nvidia this week told Microsoft, one of its biggest customers, and another large cloud provider about a delay involving the most advanced AI chip in its new Blackwell series of chips, according to a Microsoft employee and another person with direct knowledge…
An Nvidia spokesperson wouldn’t comment about its statements to customers about the dela…
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