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.
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
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.
Related:
Nvidia reportedly delays its next AI chip due to a design flaw