Nvidia's possible delay of Blackwell GPUs for AI and HPC applications will not have a dramatic impact on AI server makers and the AI server market, according to Supermicro, a major server supplier. The comment by Charles Liang (via SeekingAlpha), chief executive of Supermicro, can be considered confirmation that Nvidia's next-generation B100 and B200 processors are indeed delayed as they need rework.
"We heard Nvidia may have some delay, and we treat that as a normal possibility," Liang said during the company's earnings call with financial analysts and investors. He stated, "When they introduce a new technology, new product, [there is always a chance] there will be a push out a little bit. In this case, it pushed out a little bit. But to us, I believe we have no problem to provide the customer with a new solution like H200 liquid cooling. We have a lot of customers like that. So, although we hope better deploy in the schedule, that's good for a technology company, but this push out overall impact to us. It should be not too much."
