“With it usually taking an additional three months to get large clusters of GPUs off the ground, the delay scuppers plans from hyperscalers to operate new AI data centers in Q1 2025.
Google, Meta, and Microsoft are among those betting billions on Nvidia's GPUs amid an AI arms race. Google has ordered more than 400,000 GB200 chips, The Information reports, in a deal valued well north of $10 billion.
Meta also has a $10bn order, while Microsoft was expecting to have 55-65,000 GB200 GPUs ready for OpenAI by the first quarter. That now seems unlikely.
The production issue was discovered by manufacturer TSMC, and involves the processor die that connects two Blackwell GPUs on a GB200.”
You can see the leap in performance and the complexity in the video below when NVIDIA CEO Jensen Huang, first unveiled it in March
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