**Nvidia's AI Chip Delay Sparks Industry Uncertainty**
Nvidia's much-anticipated "Blackwell" B-200 AI chip faces a delay, pushing the AI industry's near-term future into uncertainty. Sources, including a Microsoft employee, reveal a design flaw has postponed the launch by at least three months. Nvidia had planned to send engineering samples by July 31 at the SIGGRAPH event in Denver.
The delay's impact on the B-100 series remains unclear. Nvidia's dominance in the AI chip market, with a $2.6 trillion market cap, is crucial as it supplies major firms like Amazon, Google, and Microsoft. However, the tech sector, including Nvidia, has seen stock declines recently, raising concerns about the AI market's sustainability.