The article discusses the delay in Nvidia’s next-generation AI hardware, codenamed Blackwell, which was initially expected to launch in 2023 but has been pushed back to 2024. It explores the reasons behind this delay, including supply chain challenges and the complexity of developing cutting-edge AI hardware. The article delves into the technical details of Blackwell, which is designed to power large language models and other AI applications. It also examines Nvidia’s dominance in the AI hardware market and the potential impact of the delay on the company’s competitive position. Additionally, the article touches on the broader semiconductor industry and the challenges faced by chip manufacturers in meeting the growing demand for AI hardware. It highlights the importance of Semianalysis 2024, an industry event where Nvidia is expected to provide updates on its AI hardware roadmap.