Source: IT Home

On October 23rd, Huang Renxun, CEO, stated during his visit to Denmark on Wednesday: $NVIDIA (NVDA.US)$ The company's latest Blackwell chip had design flaws, according to CEO Huang Renxun, "The Blackwell chip can function normally, but the yield is very low."

He also mentioned that this flaw was "100% NVIDIA's fault", and it was only thanks to the assistance of Taiwan Semiconductor that they were able to recover and resume work "at an amazing speed."

In addition, he pointed out that the EU lags far behind the USA and China in AI investments. Worth mentioning, Huang Renxun launched a new supercomputer named Gefion in Denmark.

This supercomputer, created in collaboration with NVIDIA, Novo Nordisk Foundation, and Denmark's Export and Investment Fund, has 1528 GPUs and is planned to be used in areas like drug development, disease diagnosis, treatment, and complex life science challenges. Huang Renxun believes that the era of computer-assisted drug development will arrive within a decade, making it the decade of digital biology.

Morgan Stanley predicts that NVIDIA's revenue from the Blackwell chip in Q4 2024 will reach $10 billion, with a high profit margin. They are very bullish on the revenue potential NVIDIA will gain from the Blackwell chip.

Editor/rice