According to a report from Commercial Times citing sources, it’s revealed that NVIDIA has executed changes to the Blackwell series’ 6-layer GPU mask. Therefore, the process can now proceed without re-taping out, as production delays being minimized.
The report noted that NVIDIA’s updated version of B200 is expected to be completed by late October, allowing the GB200 to enter mass production in December, with large-scale deliveries to ODMs expected in the first quarter of next year.
Previously, as per a report from The Information, NVIDIA’s GB200 was said to be experiencing a one-quarter delay in mass shipments. Another report from the Economic Daily News further suggested that the problem likely lies in the yield rates of advanced packaging, which mainly affected the non-reference-designed GB200 chips.
Industry sources cited by Commercial Times addressed that NVIDIA’s Blackwell chip used to be facing instability in metal layers during the HV process, which was then resolved by July.
In addition, since the issue reportedly occurred in the back-end-of-line process, a new tape-out was deemed unnecessary. Still, as CoWoS-L capacity remains a bottleneck, the advanced packaging for GB200 this year is expected to adopt CoWoS-S.
~~
Wait until Jerome turns on the money printer over the next quarter btw and that $2T sitting on the sidelines enters into the stonk market. Pride month has gone on far too long. Jensen mad if anyone listened closely to the call q/a and that Bloomberg fiasco of an interview after.
Positions: $85k in $104 Feb ‘25 leaps that’re currently down $18k lol
NVIDIA’s Blackwell Overcomes Delays, as GB200 Reportedly Sets for December Mass Production
byu/slam-dunk-1 inwallstreetbets
Posted by slam-dunk-1
16 Comments
You will be fine. Soon lambo
In granny pelosi we trust 
Lets fucking goooo! 
Cash on the sidelines
WSB loves un-credible sources 👀
I’m still optimistic about the end of the year for this stock.
And all I wanted was a 120 by Friday, all time highs then it is
Puts tomorrow
lol, bears just don’t learn, all these dips are caused by MMs so they can buy more… glad i bought some more
If rates start dropping fast that’s not a bullish sign for the stock market. It may indicate there’s a big issuer with a slow down in the economy and that cash is not going into the stock market. More cash will be coming out of the stock market. And if there are a few small, spaced out 25 bps cuts it really doesn’t change the math. But big cuts in rapid succession will likely induce recession fears and then it becomes a self fulfilling process as people panic.
Stock is flat. Is this news?
Nvidia is gonna be shorted to death before the price is allowed to go up.
PRIDE MONTH BEGONE!!
Shorts can cuck my sock
Waiting until someone replies priced in
We’re so back