Nvidia is facing a significant delay with its upcoming chip, and the company is deflecting blame to external parties, including its partners and, notably, Microsoft. According to sources, this issue has already delayed the device by several months, and there is currently no solution in sight. This pattern of deflecting responsibility is not new for Nvidia, as seen in past incidents with delays and public finger-pointing. One notable example is the Fermi debacle, where Nvidia publicly accused Taiwanese Semiconductor Manufacturing Company (TSMC) of failing them, leading to TSMC’s CEO Morris Chang issuing a public apology. However, the actual problem was with the design of the Fermi memory bus, not the manufacturing process. Another instance occurred with the packaging of High Bandwidth Memory (HBM), which Nvidia again blamed on TSMC, despite it being a design issue. These past behaviors reflect a trend where Nvidia tends to externalize blame, sparing itself from criticism. The current issue, while almost certainly rooted in Nvidia’s design faults, leaves a small window of doubt due to the complexity of modern chip development. The problem has already caused significant disruption, and multiple parties are being held accountable. What exactly is the chip, and what is the nature of the problem? While the specifics are not yet public, the pattern of delays and external blame raises questions about Nvidia’s internal processes and quality control. The company’s tendency to deflect responsibility to partners and other external entities, rather than addressing potential internal issues, can erode trust among industry stakeholders. It’s crucial for Nvidia to transparently address these problems and take responsibility to maintain its reputation in the competitive tech market. For professional and student-level subscribers, further details on this issue and its implications will be available. It is important to note that Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting, investment, or financial relationships with any of the companies mentioned in this report.