Computex 2026: The hype hides the issues
Nvidia is launching the GB10/N1X right now together with just a few different goodies. The hype is already thick however SemiAccurate has the actual story.
As you recognize, SemiAccurate has been chronicling this program for effectively over a yr now. We instructed you about the show controller woes, the finger pointing with Microsoft, the energy supply issues, and the delays. And extra delays. And extra delays. We known as the chip damaged and unfixable. Nvidia stated it was, “In full manufacturing“, we stated Computex 2026.
It’s Computex 2026, and guess what? It’s being ‘launched’ formally however… Don’t consider the hype. Additionally it is wanting much less and fewer like an actual product and extra like a second PR stunt.
What we do know is that it’s over a yr late, over energy targets, underneath efficiency targets, and if Microsoft is any indication, very costly. Briefly, don’t consider the hype.
And as a bonus, the GB200 servers are launching as a 5-digit price edge workstation now too. On high of that, we’re listening to that Nvidia goes to lock Linux out of the buyer merchandise although it runs simply positive on the identical silicon in Spark kind. How good.
Observe: The next is for skilled and scholar degree subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Providers, Inc. haven’t any consulting relationships, funding relationships, or maintain any funding positions with any of the businesses talked about on this report.
