dude, you can get around paywall by copy/pasting url link into [archive.ph](http://archive.ph) > save. Here’s the article behind the paywall: [https://archive.ph/ShowC](https://archive.ph/ShowC)

I’ve read over 10 different threads about this piece of information.

I wouldn’t consider it fact yet despite it being Bloomberg. Bloomberg likely has a short position in all this mayhem or is getting paid to post FUD by hesgefunds.

Wait for an actual source.

Nvidia prior to this journalist report said they were on track to deliver less than 30 hours prior to this article being published. Things don’t dramatically shift from on time to 3 month delay

of course, right after i throw money to buy the dip lol

This is amazing news!! Nvidia caught a manufacturing defect in record time and won’t have to deal with a brand damaging recall campaign like Intel has to do?

Calls it is!

Doesn’t matter. Nvidea to $200 by Tuesday.

Honestly i tempted to buy NVDA calls , but now I might wait to see if more selling will come

I bet the real issue is limited CoWos capacity from TSMC, which will hamstring production of Blackwell compared to Hopper.

Obviously bullish but best source is the positioning of Cathie and Cramer, the GOATS. I have put spread already lmao =).

What about this thiugh?
Nvidia Spokesperson: Hopper Demand Is Very Strong, Broad Blackwell Chips Sampling Has Started, and Production Is on Track to Ramp in 2H

If Nvidia goes to 90 next week, I LL have to work at Wendy’s. What do you want sir ?

The article was assisted with AI lol

If there’s a manufacturing flaw found today I’m surprised the delay is only an extra quarter. Silicon D+V+tapeout cycles are long. They must have been sitting on this information for a long time.

>A spokesperson for Nvidia wouldn’t comment on its statements to customers about the delay, according to the report, but told The Information that “production is on track to ramp” later this year.

First Intel, then [AMD](https://www.tomshardware.com/pc-components/cpus/amd-delays-its-ryzen-9000-launch-due-to-unspecified-quality-issue-new-launch-in-august-chipmaker-pulls-back-all-units-shipped-globally-for-quality-checks), now NVIDIA.

Seems weird. Is something going on?

Great news, time to get in on the lowest of low lows

AMD calls. That big tech appetite is not drying up.

So much is consolidated into NVIDIA and big tech that if anything disrupted the supply chain the whole market would be in total collapse. There is so much geopolitical risk that could compromise any part of the process, think of where these minerals are mined, where these resources get shipped from and how their manufactured for production. We’ll continue to see an increase of conflict and proxy wars as these regions destabilize in a transfer of power. Use Taiwan for example, Sabotaging or destroying TSMC in Taiwan which is producing over 90% of the worlds advance microchips would cripple the entire sector and would set back production for years. Some would argue that China is a “Paper tiger” and not economically capable of going to war, and there dealing with a population crisis among other things. I believe that’s dismissive and hubris. When you follow the money and see that China has been dumping U.S treasuries at a staggering rate, decoupling from our economy and strengthening ties with our adversaries, posturing militarily to both Taiwan and the U.S, had head start on ramping up its military and its budget, it views the U.S as vulnerable and weak has leveraged that to their advantage. All of this is in preparation for war. China, North Korea, Russia, Iran together will continue to crowdsource resources as it will challenge the U.S global dominance. Eventually theses countries (fence riders) will have to choose between the WEST or THE REST.

The chips are already sold they were just delayed so nothing really happened