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Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms
- m3kw9 2y agoI’m not seeing how it impacts their sales too much as people will still need to buy GPUs either the original Blackwell or the reworked version.
- kortilla 2y agoYeah, if there is a knee jerk reaction down it’s probably a good buying opportunity. IIUC they are backlogged on both existing and next gen
- nothercastle 2y agoIf the plants are down for retool they aren’t making either one so that would be a problem. Also if yields are poor due to mfg issues and complexity of the Blackwell architecture that will directly go to profits.
- ChrisArchitect 2y agoRelated: Nvidia reportedly delays its next AI chip due to a design flaw https://news.ycombinator.com/item?id=41150278 https://news.ycombinator.com/item?id=41150278
- mclightning 2y agonot great news in light of USTech100 & SP500 downturn
- brcmthrowaway 2y agoWhat happened to Gemini eating the world