I’m not seeing how it impacts their sales too much as people will still need to buy GPUs either the original Blackwell or the reworked version.
If the plants are down for retool they aren’t making either one so that would be a problem. Also if yields are poor due to mfg issues and complexity of the Blackwell architecture that will directly go to profits.
Yeah, if there is a knee jerk reaction down it’s probably a good buying opportunity. IIUC they are backlogged on both existing and next gen
Related:
Nvidia reportedly delays its next AI chip due to a design flaw