Last minute design flaws forced Nvidia (NASDAQ: NVDA) delay the launch of its latest AI chips by at least three months, negatively impacting customers such as Meta (NASDAQ:CEL), Google (NASDAQ:GOOG) (GOOGL) and Microsoft (NASDAQ:MSFT), information reported.

Tech giants have ordered chips worth tens of billions of dollars in total. The product was unveiled in March as part of Nvidia (NVDA) Blackwell GPU architecture.

This week, Nvidia (NVDA) notified Microsoft (MSFT), one of its major customers and a major cloud services provider, of the delay, according to a Microsoft (MSFT) employee. member and other source with direct knowledge of the matter.

In May, CEO Jensen Huang said a gigantic number of Blackwells were expected to ship by the end of this year. However, design issues encountered unusually behind schedule in production forced the company to conduct recent production test runs with chipmaker Taiwan Semiconductor Manufacturing Company (TSM).

As a result, NVDA customers will have to wait until the first quarter to receive larger shipments, and the delay could also have a potential financial impact on the Santa Clara, California-based company.

During an earnings call in May, Huang said, “We’ll see a lot of revenue from Blackwell this year,” a forecast that was echoed by Wall Street estimates. Keybanc Capital Markets had forecast that Blackwell’s chips could support Nvidia (NVDA) generate more than $200 billion in data center revenue in 2025, up from $47.5 billion in 2024.