Microsoft's AI Chip Braga Delayed Until 2026, Nvidia Gains Edge
Summary
Microsoft's custom AI chip Braga faces unexpected delays, pushing mass production to 2026, allowing Nvidia's Blackwell chips to solidify dominance in the AI chip market due to design changes, staffing shortages, and high turnover at Microsoft.
Key Points
- Microsoft's custom AI chip Braga hits delays, not entering mass production until 2026
- Unexpected design changes, staffing shortages, and high turnover repeatedly delay Braga's timeline
- The delay gives Nvidia more runway, with its Blackwell chips solidifying dominance in AI chip market