Worries over a delay in the launch of Nvidia's upcoming Blackwell AI chips may be exaggerated, analysts said.
delay in the launch of Nvidia’s upcoming artificial intelligence chips may be exaggerated, analysts said, as they do not expect the setback to have a big impact on the chip giant’s revenue or demand.chips may face delays of three months or more due to design flaws, potentially affecting customers such as Meta Platforms, Google and Microsoft.
Nvidia’s competitive window is so large that we don’t think a three-month delay will cause significant share shifts “Nvidia’s competitive window is so large right now that we don’t think a three-month delay will cause significant share shifts.” Nvidia CEO Jensen Huang had said in May its latest Blackwell series of AI chips was set to ship in the second quarter.
South Africa Latest News, South Africa Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Amazon racing to develop AI chips to beat NvidiaAmazon is developing its own processors to limit its reliance on costly Nvidia chips - the so-called Nvidia tax.
Read more »
Wall Street sell-off: Magnificent Seven to shed $900bn in value, led by Apple, NvidiaWall Street sell-off: Magnificent Seven to shed $900bn in value, led by Apple, Nvidia
Read more »
Samsung cracks the Nvidia nodSamsung, after a series of setbacks in developing the type of memory chips crucial for the AI market, is beginning to make progress in narrowing the gap with rival SK Hynix
Read more »
Nvidia to face US antitrust probeThe US department of justice has launched an investigation into Nvidia, according to a report.
Read more »
Oracle expands AI offerings with new Nvidia GPUIT Industry News. Daily.
Read more »
Microsoft sinks, Nvidia soars as AI rally faces divideInvestors are beginning to question whether Wall Street's AI rally may have become overextended.
Read more »