Recently, NVIDIA Corporation has encountered some engineering issues during the launch of its two new high-end chips, resulting in delays for some highly anticipated product releases. These chips are designed to help the company further solidify its leading position in the artificial intelligence computing market. According to insiders, these delays primarily affected NVIDIA's Blackwell series chips announced in March.
It is understood that one of the AI accelerators in the Blackwell series is undergoing redesign to better integrate with the previous Hopper H100 chip. However, the scale of this market is relatively small. Additionally, a product that combines processors with graphics cards cannot be mass-marketed as expected due to technical support issues.
The exposure of these engineering problems reveals the challenges NVIDIA faces in accelerating technological innovation. The company's CEO, Jensen Huang, has been continuously innovating, hoping to maintain its competitive edge in the AI computing field through faster chip designs and technological updates. In recent years, NVIDIA's dominant position in the AI accelerator market has led to a surge in its sales and market valuation.
NVIDIA has chosen not to comment on these rumors, but they stated that samples of the Blackwell series have been widely distributed to customers, and demand for the Hopper series remains strong. The company also mentioned that the production plan for Blackwell will accelerate in the second half of the year.
However, these reported delays have made investors uneasy, with NVIDIA's stock price falling by 6.4% on Monday. Meanwhile, competitor AMD's stock price rose by 1.8%, indicating that investors hope AMD can seize the opportunity to gain market share. NVIDIA's chips are primarily supplied to companies like Microsoft and Google, which are investing heavily in building data centers to meet the upcoming demand for AI services.
Despite the delays, analysts generally believe that this will not have a significant impact on NVIDIA's rapid revenue growth or long-term development. They stated that some issues are inevitable during the innovation acceleration process. The key lies in how quickly NVIDIA can resolve these issues and deliver the chips to major customers.
In May of this year, Jensen Huang stated that the Blackwell series chips had entered full-scale production and would be provided to cloud service providers later this year. He expected that the demand for the new chip series and previous products would continue to exceed supply.
Key Points:
🌟 NVIDIA's new generation AI chip, Blackwell, faces engineering issues, causing delayed release schedules.
🔧 The company's CEO, Jensen Huang, is accelerating technological innovation, but engineering problems reveal challenges.
📉 Despite facing a drop in stock price, analysts believe these delays will not affect NVIDIA's long-term growth.