Nvidia’s Blackwell AI chip, the same one that Nvidia CEO Jensen Huang said had “crazy” demand, is now free of the design flaw that caused production delays.
According to a Reuters report on Wednesday, Huang said the design flaw was “100% Nvidia’s fault.”
“We had a design mistake at Blackwell,” he said. “It worked, but a design flaw caused the yield to be low.”
He outlined the nature of the problem, saying that “to make the Blackwell computer, seven different types of chips were designed from scratch and had to be put into production at the same time.” After fixing the design flaw, Nvidia has been producing Blackwell at an “amazing pace,” Huang said.
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The chips were supposed to be shipped in the second quarter of this year, but are now being shipped in the fourth quarter.
Nvidia CEO Jensen Huang shows off the Blackwell chip. Photographer: David Paul Morris/Bloomberg via Getty Images
Reports that Blackwell might be delayed increased in August, sending Nvidia shares down. Since then, the stock has soared, gaining more than 188% year to date at the time of writing.
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Huang has previously said that high demand was the one thing that kept him up at night and that everyone wanted to be the first to use the Blackwell chip.
“We have many people on our shoulders, and everyone is counting on us,” he said last month.
The snags in Blackwell’s production are affecting some of the world’s largest technology companies, which are Nvidia’s biggest customers. More than 40% of Nvidia’s revenue comes from just four customers: Amazon, Google, Meta, and Microsoft.
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