Nvidia的Blackwell芯片运输因设计缺陷而延迟; Nvidia's Blackwell chip shipment delayed due to design flaw; potential 3+ month impact.

Nvidia的Blackwell芯片运输由于设计缺陷而面临延误,影响到客户和投资者。 Nvidia's Blackwell chip shipment faces a delay due to a design flaw, affecting customers and investors. Blackwell GPUs的重新设计可能导致3个月或更长时间的延迟。 The redesign of the Blackwell GPUs leads to a potential delay of 3 months or more. 公司收到来自Alphabet,微软和Meta等科技巨头的大量订单. The company has large orders from tech giants like Alphabet, Microsoft, and Meta. UBS分析显示,只推迟了4至6个星期。 UBS analysts suggest a delay of only four to six weeks. 尽管存在风险,但长期投资者仍可能考虑购买Nvidia股票,因为Nvidia股票在GPUs的市场支配地位和具有吸引力的前期P/E比率。 Despite the risks, long-term investors may still consider buying Nvidia stock due to its dominant market position in GPUs and attractive forward P/E ratio.