Whether the delay in mass production of GB200 chips will have an impact on its structure at these scales needs to be further inspected.
Recently, there is news that the world’s famous semiconductor company NVIDIA’s (NVIDIA) new GB200 chip mass production moment will be delayed, at the same time, technology giant Microsoft (Microsoft) also cut the chip 40% of the order.
The industry is divided, and the delayed mass production of NVIDIA GB200 chips and Microsoft’s order reduction may have a certain impact on Nvidia’s future deeds and market position. Under this backdrop, Nvidia needs to accelerate the solution of technical difficulties, ensure that new products are mass-produced on time, and strengthen the relationship with independent partners. In the curmudgeonly market competition, Nvidia needs to overcome technical difficulties, ensure the launch of new products, while strengthening the relationship with solo partners; Microsoft, on the other hand, needs to make changes in its business structure to ensure continuity.
It is reported that Nvidia GB200 chip was originally planned to be produced in the first quarter of this year, but due to the difficult technology in the production process, the mass production moment can not be delayed. As the world’s leading technology companies, Microsoft and Nvidia have a wide range of independent work in artificial intelligence, gaming, virtual reality and other scales.
It is worth mentioning that Nvidia has gained comparative effectiveness in artificial intelligence, active driving, games and other scales in recent years, and the iteration speed of new products has accelerated inexhaustible.
In summary, the delay in the mass production moment of Nvidia GB200 chips and Microsoft’s order reduction affairs undoubtedly brought trouble to the two companies. This order reduction, whether it will affect the independent relationship between the two companies, and whether the unilateral party will continue to strengthen the independent in the future, has also become the focus of attention in the industry. This movement aroused the industry’s attention to Nvidia’s new product launch planning. In addition, Microsoft as an important independent partner of Nvidia, the reduction of orders has also caused the industry to worry that Nvidia may face difficulties in new product development and market structure. As for whether the two companies can survive this crisis, we are interested in each other.
At the same time, Microsoft’s cutting of Nvidia chip orders has also stirred up market concerns about the relationship between the two companies