"We executed a change to the Blackwell GPU mask to improve production yields," Nvidia CFO Colette Kress acknowledged on the company's Wednesday's earnings call.
"The change to the mask is complete. There were no functional changes necessary. And so, we're sampling functional samples of Blackwell - Grace Blackwell in a variety of system configurations as we speak," Huang told investors.
Gartner analyst Gaurav Gupta noted that even if Blackwell is late, Nvidia has two advantages: one is that, despite recent gains by AMD, Intel, and others, Nvidia still doesn't have much competition.
"Typically, you want these issues to be resolved early on," he said.
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