Written by Jacob Gronholt-Pedersen and Supantha Mukherjee
COPENHAGEN/STOCKHOLM (Reuters) – Nvidia Chief Executive Officer Jensen Huang said on Wednesday that a design flaw in the latest Blackwell AI chip that affected production was caused by long-time Taiwanese manufacturing partner TSMC. It was corrected with the help of.
Shares of the AI chip giant fell about 2% in early trading.
Nvidia announced its Blackwell chips in March and previously said they would ship in the second quarter, but the delay could impact customers including Metaplatform, Alphabet, Google and Microsoft.
“Blackwell had a design flaw,” Huang said. “It was working, but a design flaw led to low yields. It was 100% Nvidia’s fault.”
According to media reports, production delays caused tensions between Nvidia and TSMC, which Huang dismissed as “fake news.”
“To make Blackwell’s computer work, we had to design seven different chips from scratch and put them into production at the same time,” he said.
“What TSMC did was help us recover from our yield issues and restart Blackwell manufacturing at an incredible pace.”
Nvidia’s Blackwell chip uses two squares of silicon, the same size as the company’s previous products, and combines them into one component, making tasks like providing answers from a chatbot 30 times faster. Masu.
At a recent Goldman Sachs conference, the CEO said the chip is expected to ship in the fourth quarter.
Huang was in Denmark on Wednesday to launch a new supercomputer called Gefion. The supercomputer boasts 1,528 graphics processing units (GPUs) and was built in partnership with the Novo Nordisk Foundation, Denmark’s Export Investment Fund, and NVIDIA.
(This story has been reedited to correct typo in paragraph 7)
(Reporting by Jacob Gronholt Pedersen in Copenhagen and Supantha Mukherjee in Stockholm; Editing by Elaine Hardcastle)
