Nvidia Blackwell B200 Chip Delays? Or Not Delayed?

There have been reports that Nvidia was delaying its next-generation artificial intelligence chips by at least three months. Mass shipments may not take place until early 2025.

There are other reports that to maximize the available CoWoS-L capacity, Nvidia is replacing B100 with B200A which is using CoWoS-S, thereby freeing up scarce CoWoS-L capacity for…