Worries over a 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.
Nvidia's AI chip demand to face limited impact from potential production delay, analysts sayPHOTO: NvidiaWorries over a 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.
In the event of a delay, sales of Nvidia's older "Grace Hopper" chips should help to fill the gap, Rasgon added. Nvidia CEO Jensen Huang had said in May its latest Blackwell series of AI chips was set to ship in the second quarter.
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