Nvidia's Blackwell chip shipment delayed due to design flaw; potential 3+ month impact.
Nvidia's Blackwell chip shipment faces a delay due to a design flaw, affecting customers and investors. The redesign of the Blackwell GPUs leads to a potential delay of 3 months or more. The company has large orders from tech giants like Alphabet, Microsoft, and Meta. UBS analysts suggest a delay of only four to six weeks. Despite the risks, long-term investors may still consider buying Nvidia stock due to its dominant market position in GPUs and attractive forward P/E ratio.
August 18, 2024
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