News that Nvidia's next chip launch will be delayed is calling into question whether the company can deliver on its promise to launch a new chip every year.
The delay is due to manufacturing challenges with Taiwan Semiconductor Manufacturing Company. Analysts remain optimistic, citing strong demand from major customers like Meta and Google.
Nvidia is facing 'major issues in reaching high production volume.' Some Blackwell shipments are pushed to the first quarter of next year contrary to CEO's revenue promise.
Each new generation of AI chips promises step changes in computing capacity, speed, and efficiency, catering to cloud providers and allowing tiered-out services for more elite AI computing capabilities.
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