NVIDIA Blackwell GPUs Facing Delays, Larger Shipments to Start in 2025

NVIDIA’s highly anticipated Blackwell GPUs, initially expected to revolutionize the AI and gaming industries, are now facing significant delays. The company has confirmed that larger shipments of these next-generation GPUs will commence in early 2025, a shift from the previously anticipated late 2024 release.

Reasons Behind the Delay

The primary cause of the delay is attributed to unexpected design flaws discovered during the production phase. These issues were identified by TSMC, NVIDIA’s manufacturing partner, which found problems with the processor die that connects two Blackwell GPUs on a GB200. This discovery has necessitated a redesign and additional production tests, pushing back the timeline for mass production.

Impact on the Industry

The delay has significant implications for major tech companies like Google, Meta, and Microsoft, all of which have placed substantial orders for the Blackwell GPUs. These companies are heavily investing in AI infrastructure and were counting on the timely delivery of these advanced GPUs to power their data centers. The postponement means that these hyperscalers will need to adjust their plans, potentially delaying their AI projects.

Financial Projections

Despite the delay, NVIDIA is poised to generate substantial revenue from the Blackwell GPUs once shipments begin. The company expects to pull in around $210 billion in revenue from the sale of Blackwell GB200 AI servers in 2025 alone. This projection underscores the high demand and critical role these GPUs will play in the AI and data center markets.

Future Prospects

Looking ahead, NVIDIA plans to debut the GeForce RTX 50 Blackwell GPUs at CES 2025. This launch is eagerly awaited by the gaming community, as these GPUs promise significant performance improvements over the current generation. The delay, while unfortunate, allows NVIDIA to ensure that the final product meets the high standards expected by both enterprise and consumer markets.

Conclusion

While the delay of NVIDIA’s Blackwell GPUs is a setback, it also highlights the company’s commitment to delivering a high-quality product. As the tech industry continues to evolve, the successful launch of these GPUs in 2025 will be a pivotal moment, reinforcing NVIDIA’s position as a leader in the AI and gaming sectors.

Stay tuned for more updates on NVIDIA’s Blackwell GPUs and their impact on the tech landscape.