**Nvidia Faces AI Chip Design Challenge**
Nvidia is experiencing obstacles in the production of its latest generation AI chip, the Blackwell B200. A design error discovered late in the production process caused a release delay of up to three months. This delay affects big clients like Microsoft and Google who have ordered these chips for their AI projects.
**Microsoft and Google Prepare for Delay**
Microsoft and Google, along with Meta, have ordered billions of dollars worth of AI chips. This delay could slow down the development of their AI projects. Even so, Nvidia remains optimistic that production will go according to plan at the end of the year.
**Stock Market Reaction**
Nvidia shares fell 5.1% last week on investor concerns. TSM and AMD shares also experienced a decline. However, some experts see this dip as a buying opportunity, considering Nvidia's strong future prospects.
**Opportunities amidst Obstacles**
Despite the delays, strong future demand for AI technology is expected to benefit Nvidia. AI investment commitments from major companies such as Microsoft, Google, and Meta indicate positive long-term prospects. š