Part 3: The more they say they change…
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.
