Nvidia has reportedly told Microsoft and at least one other cloud provider that its “Blackwell” B200 AI chips will take at least three months longer to produce than was planned, according to The Information. The delay is the result of a design flaw discovered “unusually late in the production process,” according to two unnamed sources, including a Microsoft employee, cited by the outlet.

B200 chips are the follow-up to the supremely popular and hard-to-get H100 chips that power vast swaths of the artificial intelligence cloud landscape (and helped make Nvidia one of the most valuable companies in the world). Nvidia expects production of the chip “to ramp in 2H,” according to a statement that Nvidia spokesperson John Rizzo shared with T...

Continue reading…