Nvidia is experiencing problems with next-generation artificial intelligence solutions

Nvidia, Blackwell There are problems with its based artificial intelligence products and it is claimed that new products may be delayed until next year. The latest reports partially confirm this. According to the company, Blackwell artificial intelligence servers due to the supply chain facing enormous market demand. component shortage is pulling.

Dark clouds are not clearing for Blackwell

Expectations are great for the new generation artificial intelligence chips based on Nvidia’s Blackwell architecture, but the release of future products may be postponed or delayed. It is reported that there are component problems due to demand on the supply chain side. Especially Foxconn ve Wistron Taiwanese suppliers such as have reportedly fallen victim to shortages of key industry components.

The area where component problems occur is in the GB200 Blackwell AI servers. liquid cooling equipment. The necessary components of the cooling mechanism are limited in the markets and this order backlog It is said that he created it.

On the other hand, Nvidia has officially confirmed that Blackwell AI products will see production increases in the second half of the year. Combined with current industry information, Nvidia is likely to expect at least this year has a limited supply of Blackwell It is said that it will happen. Nvidia can meet the deficiency here with H200 AI solutions with Hopper architecture. According to reports, Blackwell products will begin to make meaningful contributions to the left side of the company’s financial statements in 2025.

Leaving aside the supply problems, it was stated in the past weeks that problems were detected in the design of Blackwell chips and some corrections were made. For this reason, it was reported that Blackwell B100 and B200 chips would be ready in the second quarter of 2025 at best. While all this information is just a claim for now, there is no official statement from Nvidia about the postponement yet.




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