Analysts expect that the delay in the supply of Nvidia’s new artificial intelligence chips will not have much impact on the company’s revenue or demand for said processors. Concerns about delays in future AI chips are probably overblown, they say.
According to a Reuters report, Nvidia’s Blackwell series chips are likely to face delays of three months or more due to design flaws, which will particularly affect customers such as Meta, Google and Microsoft.
Stacey Rasgun“Despite recent concerns, we clearly see that demand is increasing and all major tech companies continue to increase their investment in the AI ​​market,” analyst Bernstein noted in a note.
“In the event of a delay, the sale of older Grace Hopper chips from Nvidia could help fill the gap,” Rasgon said in another part of his explanation. Currently, Nvidia’s distance from its competitors in the artificial intelligence chip market is so great that we don’t think the quarter delay will change the company’s share much.” Right now, Nvidia has more than 80% of the artificial intelligence chip market.
Jensen HuangThe CEO of Nvidia said in May that the latest series of Blackwell artificial intelligence chips will be released in the second quarter.
The supply of AI chips, which are in high demand, remains limited; Because manufacturers like Taiwan’s TSMC are trying to compensate for this limitation and develop production capacity and achieve complex techniques such as advanced packaging.
Colette CressNvidia’s CFO said a few months ago that the demand for Blackwell chips could exceed the company’s supply by next year. In response to a media report, Nvidia’s spokesperson said: “There is a huge demand for Grace Hopper series chips. Extensive prototyping of the Blackwell series has begun, and production of these chips will begin in the second half of the year.”
