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Recent concerns about possible delays in the release of Nvidia's next artificial intelligence chips, the Blackwell series.
Recent worries over potential delays in the launch of Nvidia’s upcoming artificial intelligence chips, the Blackwell series, may be exaggerated. Analysts suggest that any delay is unlikely to significantly impact Nvidia’s revenue or market demand.
Media reports have indicated that Nvidia’s Blackwell chips might face delays of three months or more due to design flaws. This could affect key customers like Meta Platforms, Alphabet’s Google, and Microsoft.
Despite these concerns, analysts remain optimistic:
Rasgon highlighted that demand for AI chips continues to rise, with major hyperscalers increasing their capital expenditure outlooks.
In the event of a delay, sales of Nvidia’s older “Grace Hopper” chips are expected to bridge the gap. Rasgon stated, “Nvidia’s competitive window is so large right now that we don’t think a three-month delay will cause significant share shifts.”
Nvidia commands over 80% of the AI chip market, positioning it uniquely as a major enabler and beneficiary of the AI boom. CEO Jensen Huang announced in May that the Blackwell series would ship in the second quarter.
Supply for AI chips remains constrained due to manufacturers like Taiwan’s TSMC struggling to expand capacity for advanced packaging techniques. In May, Nvidia CFO Colette Kress mentioned that demand for Blackwell chips could exceed supply “well into next year.”
These analysts expressed confidence that any issues with delays would likely be resolved through firmware or platform updates. They emphasized that the delays do not reflect the underlying demand driving data center revenue for Nvidia in 2025.
An Nvidia spokesperson responded to media reports by stating, “Hopper demand is very strong, broad Blackwell sampling has started, and production is on track to ramp in the second half.”
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