Why The Rumored Delay Of NVIDIA’s Blackwell GPUs is Unlikely To Be A Deal Killer

https://www.chaotropy.com/why-the-rumored-delay-of-nvidias-blackwell-gpus-is-unlikely-to-be-a-deal-killer/

From the article:

[ But even if there is a design flaw, it is most likely the interconnect between two Blackwell GB100s to a GB200. This would mean that the individual Blackwell GPUs are not affected. It has already been reported here that problems with this interconnect could lead to production delays of two weeks. However, such problems are not uncommon when starting production of a new, highly complex product like the GB200, and are usually resolved in a short period of time, resulting in an improved product.

For the above reasons, I think it's unlikely that “The Information”'s report uncovered a relevant problem at NVIDIA. No complex product has ever been rolled out at scale without at least some minor problems during development or production. ]