Nvidia reportedly delays Blackwell GPUs until 2025 over packaging issues

Backdrop of multi-billion dollar orders to support AI services, but unlikely to hurt NVDA long term

Updated  Nvidia is understood to be delaying shipments of its Blackwell GPUs until the first quarter of 2025, and it appears the problems may be due to the complexity of the chip-on-wafer-on-substrate (CoWoS) packaging tech that TSMC is using to manufacture the next-gen hardware.…