According to press reports, NVIDIA’s B200 graphics processor, based on the new Blackwell architecture, is expected to be delayed by several months. However, the chip manufacturer promptly denied this.
• Press reports about design flaws in NVIDIA’s new GPUs
• Speculations about production delays
• NVIDIA attempts to dispel concerns
In light of the current AI hype, the demand for specialized technology in data centers is growing enormously, from which the NVIDIA corporation is particularly benefiting, as its technologies originally developed for graphics cards are proving particularly effective for AI applications as well. Thanks to its technological lead, NVIDIA has managed to become the market leader, now dominating about 80 percent of the global market for AI high-performance processors.
Problems at NVIDIA
However, the glowing image of the stock market superstar is starting to crack: according to press reports, the delivery of the B200 GPUs, which are based on the new Blackwell architecture, as well as products built on it such as the GB200 Superchip, is expected to be delayed by several months. The cause is said to be a “design flaw” that was discovered “unusually late in the production process.”
NVIDIA Denies
The US company quickly refuted this statement: “The broad sampling of Blackwell has begun and production will commence as planned in the second half of the year. Furthermore, we do not comment on rumors,” NVIDIA stated in response to inquiries from the website “The Verge”.
However, whether there is indeed a design flaw in the Blackwell architecture and whether production is delayed because of it remains open. Should the market launch be postponed until 2025, it would mean a break in NVIDIA’s annual rhythm of new AI chips.
Bernstein Unfazed
At the US analysis firm Bernstein Research, however, they are not swayed by such rumors. NVIDIA has been rated “Outperform” with a price target of 130 US dollars. While the reports of delays in the next GPU generation Blackwell may not help the troubled sentiment regarding AI stocks, analyst Stacy Rasgon sees no reason for excessive concern. After all, the demand for AI chips continues to rise, and NVIDIA still has other products it can sell until the Blackwell launch.
NVIDIA Stock Reaction
Investors reacted very concerned. The NVIDIA stock, listed on NASDAQ, fell sharply by 6.36 percent to 100.45 US dollars by the end of trading.
Editorial team finanzen.net
Selected Leveraged Products on NVIDIA
With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose your desired leverage, and we will show you suitable open-end products on NVIDIA.
The leverage must be between 2 and 20
Advertisement