Rumored Production, Design Issues Hit NVIDIA's High-Performance Blackwell AI-Accelerating GPUs
The double-die 208-billion-transistor behemoth built to power the AI revolution is in trouble, it seems — with a three-month delay likely.
NVIDIA's next-generation graphics processor family, codenamed Blackwell, has reportedly hit a last-minute delay as the company struggles with rumored production issues — with big-name customers waiting on the hardware to power their artificial intelligence engines being asked to wait for at least another three months.
Sources identified as a Microsoft employee and "another person with direct knowledge" speaking to The Information this week claimed that NVIDIA was telling its customers that delivery of its Blackwell GPU products was to be pushed back by three months or more due to what journalists Qianer Liu and Anissa Gardizy claim are "design flaws" in the hardware. The Financial Times, meanwhile, positions the problem as "production issues" — though Bernstein analyst Mark Li told the paper that the company would "likely have to make a minor design tweak" as a result.
In either case, the claim is the same: a major delay to Blackwell, which NVIDIA unveiled back in March as its most powerful yet energy-efficient graphics processing platform yet — ideal, the company claimed, for the growing compute demands of the artificial intelligence revolution it seeks to underpin.
With over 208 billion transistors split across two dice, connected via a 10TB/s interlink, the Blackwell family is ambitious indeed — and makes use of a new wafer system integration platform from fabricator Taiwan Semiconductor (TSMC) dubbed CoWoS-L, the first commercial hardware to do so. A report from Semi Analysis claims that issues with this technology are at the heart of the problem, with TSMC struggling to ramp production quickly enough and failures in the connection between the dice and the bridge being the cause of the delay — and requiring a redesign to resolve.
Semi Analysis further claims the company will be announcing a new GPU, the B200A, which uses TSMC's established CoWoS-S platform — bypassing the bridge problem and allowing for rapid production, with the parts being positioned for lower- and mid-range AI systems.
While NVIDIA has not commented on the rumors, other than to state that "production is on track to ramp," it is expected to break its silence soon — if for no better reason than its stock price having taken a hammering as a result of the issue.