Nvidia AI晶片設計失誤影響出貨時間

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**Nvidia CEO黃仁勳承認AI晶片設計缺陷**

Nvidia行政總裁黃仁勳近日表示,公司在其最新的AI晶片設計上出現了錯誤,這完全是Nvidia的責任。這個設計缺陷導致了生產延誤。

黃仁勳指出,這個問題已經得到解決。Nvidia的主要客戶包括亞馬遜、谷歌、Meta和微軟。Nvidia的Blackwell AI晶片需求量極高,但由於設計錯誤,生產一度受阻。

根據路透社的報道,黃仁勳承認這是「100% Nvidia的錯」。他解釋說,「我們在Blackwell的設計上出現了缺陷,雖然功能正常,但這個缺陷導致了產量低下。」

他進一步說明問題的性質,指出「為了讓Blackwell電腦運作,我們從頭設計了七種不同類型的晶片,並且必須同時進行生產。」在修正設計錯誤後,Nvidia已經「以驚人的速度」進行生產。

這些晶片原本預計在今年第二季度出貨,但現在延至第四季度。

有關Blackwell晶片可能延遲的報導在八月激增,導致Nvidia股價下跌。不過,自那時以來,股價已經回升,截至撰寫時年初至今增長超過188%。

黃仁勳之前曾表示,強勁的需求是他夜不能寐的原因之一,人人都想成為第一批使用Blackwell晶片的人。

「我們肩上承擔著很多人的期待,每個人都依賴我們,」他上個月說。

Blackwell的生產問題影響了全球一些最大的科技公司,這些公司是Nvidia的主要客戶。Nvidia超過40%的收入來自四大客戶:亞馬遜、谷歌、Meta和微軟。

**編者評論:**

Nvidia在AI晶片市場上的主導地位無可置疑,但這次的設計缺陷事件提醒我們,即使是行業領袖也可能面臨技術挑戰。黃仁勳的公開承認責任顯示了企業在面對危機時的透明度和責任感。然而,這也突顯出科技公司在產品設計和生產過程中需要更加嚴謹的質量控制。這次事件不僅影響了Nvidia自身的市場表現,也對其主要客戶的業務運營造成了潛在影響。未來,Nvidia如何在技術創新和質量保證之間取得平衡,將是其能否保持市場領先地位的關鍵。

以上文章由特價GPT API KEY所翻譯

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