NVIDIA (NVDA.US) CEO Jensen Huang stated on Wednesday that with the help of TSMC (TSM.US), the design flaws in NVIDIA's latest Blackwell AI chip have been rectified, which previously affected production. The CEO said, "We had a design flaw in Blackwell that was functional, but the design flaw led to a very low yield. This is 100% NVIDIA's fault."
NVIDIA unveiled the Blackwell chip in March of this year, initially stating that it would ship in the second quarter, but it was subsequently delayed, potentially impacting customers such as Meta (META.US), Alphabet (GOOGL.US), and Microsoft (MSFT.US).
Earlier this month, Huang said that the market demand for the new Blackwell series of processors was "crazy." Last week, Dell announced that it would soon begin shipping devices equipped with NVIDIA's Blackwell artificial intelligence accelerators, and Google also stated that it has started running servers based on the Blackwell series chips. Previously, OpenAI and Microsoft also issued a joint announcement.
According to previous foreign media reports, the delayed production led to tension between NVIDIA and TSMC, but Huang considers this to be "fake news."
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He said, "In order to make the Blackwell computers work, we designed seven different types of chips from scratch and had to put them into production simultaneously," "What TSMC did was help us recover from the production difficulties and restore Blackwell's production in an incredible place."
NVIDIA's Blackwell chip uses two square silicon wafers the size of the company's previous products and combines them into a single component, increasing the speed by 30 times when performing tasks such as providing answers for chatbots.
At the recent Goldman Sachs conference, the CEO said that these chips would ship in the fourth quarter.
On Wednesday, Huang unveiled a new supercomputer named Gefion in Denmark, which has 1528 graphics processing units (GPUs) and was built in cooperation with the Novo Nordisk Foundation, the Danish Export and Investment Fund, and NVIDIA.