Nvidia's Blackwell GPUs Face Limited Availability Due to Component Shortages

Foxconn confirms small-scale shipments of Nvidia's new AI servers in late 2024, with broader availability expected in 2025.

Foxconn will begin limited shipments of Nvidia's Blackwell GPUs in Q4 2024.
Component shortages and design issues are causing delays in Nvidia's GB200 AI servers.
Foxconn holds a 40% share of the global AI server market and remains confident in meeting sales targets.
Nvidia is developing the B200A GPU as a solution to current issues, expected in Q2 2025.
Existing Hopper-powered machines continue to meet high demand, supporting revenue goals.