Nvidia Design Flaw is Actually an Improvement and Will Cause 2 Weeks of Delay and Will Catch-up in Q...

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Nvidia Design Flaw is Actually an Improvement and Will Cause 2 Weeks of Delay and Will Catch-up in Q4

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Xtianus21 is a queer person

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Morgan Stanley: It's just an improvement, not a delay, and it can catch up in the fourth quarter. Morgan Stanley analyst Charlie Chan said in the report that this is an improvement on Blackwell, not a delay:

We understand that the production of the original Blackwell design began at the end of Q2 2024, and any technical issues related to the original design can still be resolved through software systems. NVIDIA hopes to further improve the stability of Blackwell by replacing some masks, that is, by "redesigning" it.

The redesign of Blackwell has been completed at TSMC and will become a larger batch production version in Q4 2024.

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