Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms (semianalysis.com) 67 points by charleshn 1y ago ↗ HN
[–] m3kw9 1y ago ↗ I’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 1y ago ↗ Yeah, 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 1y ago ↗ If 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.
[–] kortilla 1y ago ↗ Yeah, 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 1y ago ↗ If 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 1y ago ↗ Related:Nvidia reportedly delays its next AI chip due to a design flaw https://news.ycombinator.com/item?id=41150278
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[ 4.3 ms ] story [ 27.4 ms ] threadNvidia reportedly delays its next AI chip due to a design flaw
https://news.ycombinator.com/item?id=41150278