Updated Nvidia is believed to be delaying shipments of its Blackwell GPUs until the first quarter of 2025, and it appears that the issues may be due to the complexity of the chip-on-wafer-on-substrate (CoWoS) packaging technology that TSMC uses to manufacture the next-generation hardware.
PROBLEM? NVIDIA DELAYS Blackwell GPUs to 2025, 5090?
The GPU giant recently informed Microsoft about delays affecting the most advanced models in the Blackwell family, according to The Information. We have asked Nvidia for confirmation.
The problem could mean volume shipments of chips like the Blackwell B200 will be delayed by three months or more, disrupting plans for customers like Microsoft and Meta, which have reportedly placed billion-dollar orders for the new GPUs to power their AI services.
It also means that Nvidia may have to cancel or postpone some products in order to focus the available supply of silicon on those it considers to be the highest priority.
