While Nvidia currently uses AI accelerators of the type Hoppers As the company continues to reach record numbers, it is working with us. Blackwell already in the next generation. This should be completed by the end of the year and, as usual, will allow a significant jump in performance and efficiency. However, at the beginning of August there were rumors that the new GPUs would be postponed for several months due to necessary changes. Nvidia quickly denied such reports. With the publication of the quarterly figures, it has been confirmed that minor adjustments to the chip design are indeed necessary.
Poor performance
According to Colette Kress, Nvidia’s CFO, Blackwell production is already underway, but the chips are suffering from a low yield rate. The poor chip yield is noticeable, among other things, in Nvidia’s margin, which was lower than before. Apparently, TSMC has to pay for a relatively large number of chips that ultimately do not work at all.
“Hopper demand is strong and Blackwell is sampling extensively. We executed a shift to Blackwell GPU mass to improve production yields. Blackwell’s production ramp is scheduled to begin in Q4 and continue through FY ’26.”
“Demand for Hopper is high and Blackwell has a large sample size. We have made a shift to the majority of Blackwell’s GPU to improve production performance. Blackwell’s production ramp-up is expected to begin in Q4 and continue through FY26.”
To improve performance, changes have apparently already been made to the chip. It’s unclear when this will have any effect – adapting the masks will likely take some time. And Nvidia is also keeping a low profile on specific details about what the problem was. When asked, CEO Jensen Huang simply confirmed that there were no functional changes.
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Equally interesting: Geforce RTX 5060: Mobile Blackwell is said to be at 4070 level
Previous rumors suggested that there were issues with the packaging process used, TSMC’s CoWoS-L. Apparently, the different thermal expansion of the chip, interposer, and connecting bridges could render the Blackwell package unusable. Adjusting the top layer, which contains the GPU chip’s bridges, should help here. To what extent this assumption is correct is unclear without confirmation. At least Nvidia’s confirmation makes it clear that the postponement rumors from early August were at least not entirely false.
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Fountain: Nvidia: Earnings Call (Seeking Alpha) through Tom’s Hardware / Wccftech
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