The gift that is Nvidia’s CPU soap opera just keeps on giving. SemiAccurate now has multiple sources confirming their latest ‘whoopsie’, and it is quite sub-optimal.
A few months ago we told you about the first bump in the night, and it was potentially a big one. As we updated, the company did manage to fix that problem without a silicon update, so well done there. Unfortunately they still publicly blame Microsoft for another delay. The chip, officially stated to be, “In full production“, just hit a new bump in the road. Again.
If you recall the timelines SemiAccurate brought you earlier, the original whoopsie put N1/N1X in early 2026, then it moved later to in that year, then back to early once the first big problem was fixed without a respin. That ‘early 2026’ date has stuck until a few days ago when, well, the expected happened.
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Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.