Nvidia’s AI chip demand to face limited impact from potential production delay, analysts say

Worries over a delay in the launch of Nvidia’s upcoming artificial-intelligence chips may be exaggerated, analysts said, as they do not expect the setback to have a big impact on the chip giant’s revenue or demand.

According to media reports, Nvidia’s Blackwell chips may face delays of three months or more due to design flaws, potentially affecting customers such as Meta Platforms, Alphabet’s Google and Microsoft.