NVIDIA’s Blackwell-related production woes are common knowledge by now. Today, a number of analysts have penned dedicated investment notes on NVIDIA’s upcoming earnings, quantifying among other things the impact, if any, of the Blackwell node’s delay on the GPU manufacturer’s top-line and bottom-line metrics, and expounding on the mysterious absence of the B100 chip in the ongoing chatter. Blackwell’s Delays We recently reported on the rumor that NVIDIA is facing issues in ramping up the production of its latest Blackwell AI GPUs. Specifically, as per unverified reports, the new architecture supposedly suffers from a design flaw related to its “interconnect” […]
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