Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms (opens in new tab)

(semianalysis.com)

67 pointscharleshn1y ago6 comments

6 comments

6 comments · 4 top-level

m3kw91y ago· 2 in thread

I’m not seeing how it impacts their sales too much as people will still need to buy GPUs either the original Blackwell or the reworked version.

nothercastle1y ago

If the plants are down for retool they aren’t making either one so that would be a problem. Also if yields are poor due to mfg issues and complexity of the Blackwell architecture that will directly go to profits.

kortilla1y ago

Yeah, if there is a knee jerk reaction down it’s probably a good buying opportunity. IIUC they are backlogged on both existing and next gen

ChrisArchitect1y ago

Nvidia reportedly delays its next AI chip due to a design flaw

https://news.ycombinator.com/item?id=41150278

brcmthrowaway1y ago

What happened to Gemini eating the world

mclightning1y ago

not great news in light of USTech100 & SP500 downturn

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