Bearish for NVIDIA
Blackwell Chip Delivery Delays
Stable
Steady attention in NVIDIA coverage, without a clear trend.
Updated 14 October 2026
The bearish argument: Nvidia's next-generation Blackwell chips are experiencing delivery delays that could constrain AI development timelines for major technology companies dependent on these processors, while competitors like Microsoft are advancing alternative chip architectures that claim superior efficiency metrics. These delays create windows for competitive alternatives to gain traction in customer evaluation cycles.
What changed?
1.6% → 0.8% of NVIDIA coverage · down from 8th to 16th-largest bearish argument
The idea itself is not new: the recorded share reached 3.6% on 9 August. Renewed coverage does not necessarily mean new evidence.
How attention has changed
0.8% of NVIDIA coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 2.1% |
| 2026-09-17 | 2.1% |
| 2026-09-18 | 1.2% |
| 2026-09-19 | 0.5% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0% |
| 2026-10-01 | 0.7% |
| 2026-10-02 | 1.7% |
| 2026-10-03 | 1.3% |
| 2026-10-04 | 0.6% |
| 2026-10-05 | 0% |
| 2026-10-06 | 0% |
| 2026-10-07 | 0% |
| 2026-10-08 | 0% |
| 2026-10-09 | 0% |
| 2026-10-10 | 0.9% |
| 2026-10-11 | 1% |
| 2026-10-12 | 1.2% |
| 2026-10-13 | 1.6% |
| 2026-10-14 | 0.8% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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CNBC TV18 · Published 12 Oct 2026
Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
In coverage record: 13 Oct 2026
“Microsoft said the Maia 300 chips will get about 40% more useful computing done per megawatt than "leading GPU-based systems," though it did not name the systems it used for a comparison.”
Read article -
Wccftech · Published 9 Oct 2026
TSMC's Upcoming Earnings Might Provide Major Clues For AI & Overall Chip Price Hikes, Believes Analyst
In coverage record: 10 Oct 2026
“TSMC's comments about the CoWoS packaging technology will be interesting. CoWoS is the top AI chip packaging technology in the world and offers superior performance for high performance chips.”
Read article
Earlier coverage
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The Economic Times · Published 1 Oct 2026
Volantis raises $88 million for tech to connect AI, memory chips
In coverage record: 2 Oct 2026
Read article -
Reuters · Published 30 Sep 2026
DeepSeek partners with Huawei to develop chip programming tools, reducing reliance on Nvidia
In coverage record: 1 Oct 2026
Read article -
Livemint · Published 16 Sep 2026
Apple explores AI server comeback, considers Nvidia's NVLink technology
In coverage record: 17 Sep 2026
“By developing its own servers, Apple would also be extending its use of internally designed silicon beyond products such as its consumer devices and into enterprise infrastructure.”
Read article -
WDIV ClickOnDetroit · Published 15 Sep 2026
Asian shares trade mixed as markets continue to watch AI stocks and oil prices
In coverage record: 16 Sep 2026
“Nvidia, whose profits have soared because its chips are helping to train AI models, sank 3.4% and was the heaviest weight on Wall Street Monday because of its massive size.”
Read article -
SFGATE · Published 15 Sep 2026
Asian shares trade mixed as markets continue to watch AI stocks and oil prices
In coverage record: 16 Sep 2026
“Nvidia, whose profits have soared because its chips are helping to train AI models, sank 3.4% and was the heaviest weight on Wall Street Monday because of its massive size.”
Read article -
The Verge · Published 8 Sep 2026
Qualcomm’s collaborating with Amazon on “multiple generations” of chips for AWS data centers.
In coverage record: 9 Sep 2026
“Qualcomm's collaborating with Amazon on "multiple generations" of chips for AWS data centers.”
Read article -
Seeking Alpha · Published 26 Aug 2026
Why Amazon's Earnings Matter For Nvidia's Outlook
In coverage record: 27 Aug 2026
“AMZN could be viewed as a competitor to Nvidia on the back of rising custom silicon deployments.”
Read article -
The Financial Express · Published 23 Aug 2026
Nvidia AI servers may get 15% costlier - What it signals for the industry
In coverage record: 24 Aug 2026
“Higher memory costs could make AI infrastructure more expensive and force tech companies to rethink some of their massive spending plans. While this is unlikely to stop the AI boom, it could slow the expected decline in the cost of building and running AI systems.”
Read article -
Markets Insider · Published 23 Aug 2026
Nvidia (NVDA) Heads Into Earnings as Soaring Memory Costs Push AI Server Prices Up 15%+
In coverage record: 24 Aug 2026
“A 15%+ increase in server prices may not be enough to change those plans on its own, but rising hardware costs are arriving alongside other pressures, including power constraints, construction delays, labor shortages, and tougher financing conditions. Amazon, Microsoft, Google, and Meta Platforms are all developing their own AI chips.”
Read article -
The Economic Times · Published 19 Aug 2026
Marvell gives Google option to buy $12.2 billion stake in custom chip deal
In coverage record: 20 Aug 2026
“Demand for custom chips such as Google's tensor processing units (TPUs), used for AI workloads, has surged in recent years as businesses seek alternatives to Nvidia's pricey graphics processors.”
Read article -
NewsBytes · Published 19 Aug 2026
Cerebras launches AI computer claiming 30x speed advantage over NVIDIA
In coverage record: 20 Aug 2026
“It doesn't require memory chips, which are currently in short supply, and is built with a production technology that's more widely available. This will enable the Sunnyvale, California-based company to deploy systems faster than before.”
Read article -
Moneycontrol · Published 19 Aug 2026
Google expands AI chip deal with Marvell, gets option to buy $12.2 billion stake
In coverage record: 20 Aug 2026
“Companies like Google that are investing heavily in AI infrastructure are looking for ways to lower the cost of chips, including Nvidia Corp.'s AI accelerators that are considered the best in the industry. Other hyperscalers including Amazon.com Inc. are also developing their own semiconductors for inference, or running AI models.”
Read article -
TechStartups.com · Published 19 Aug 2026
Top Tech News Today, August 19, 2026: Apple, LandSpace, Microsoft, Nvidia, OpenAI, Samsung, Unitree, Z.ai & More
In coverage record: 20 Aug 2026
“Samsung Electronics has increased prices for some advanced contract chipmaking services by as much as 15%, reflecting tightening semiconductor capacity as AI-related demand spreads across the industry. Higher wafer prices could eventually work their way through the technology supply chain, affecting AI accelerators, networking hardware, smartphones, and other electronics.”
Read article -
TechStartups.com · Published 10 Aug 2026
generation AI chip to challenge Nvidia as it targets 1 million units
In coverage record: 11 Aug 2026
“The scale of the plan signals how serious Microsoft has become about reducing its dependence on Nvidia, whose GPUs sit at the center of the AI boom and represent a major cost for companies building and operating large AI systems.”
Read article -
NewsBytes · Published 6 Aug 2026
Anthropic to build custom AI chips
In coverage record: 7 Aug 2026
“The rising cost of securing enough computing power for larger and more capable AI models has driven companies like Anthropic to explore custom silicon. This comes as the supply of advanced AI chips remains limited, pushing firms away from off-the-shelf hardware toward processors optimized for their software.”
Read article -
TechStartups.com · Published 3 Aug 2026
Top Tech News Today, August 3, 2026: Alibaba, Amazon, AMD, Apple, Microsoft, Nvidia & More
In coverage record: 4 Aug 2026
“AI coding agents may begin reducing that barrier by making specialized chip software substantially faster to create. Business Insider reports that startup Infinity used AI coding agents to recreate CUDA-like software for AI-chip startup D-Matrix in about 10 hours, according to Infinity founder Jeremy Nixon.”
Read article -
TechSpot · Published 31 Jul 2026
Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume
In coverage record: 1 Aug 2026
“If Google reaches its 2028 target, it would likely become the largest single user of AI accelerators. That does not mean it will stop buying from Nvidia, but it would give the company far more control over its compute stack and supply.”
Read article -
International Business Times · Published 28 Jul 2026
Nvidia Is No Longer The World's Most Valuable Company As The Chipmaker Rout Continues. Apple Has Taken The Lead
In coverage record: 29 Jul 2026
“Its next-generation Kyber NVL144 rack-scale AI system has reportedly been delayed by more than a year after manufacturing challenges emerged with a critical component at the center of the platform. The Kyber NVL144 rack architecture is now expected to launch in 2028 instead of its previously planned 2027 debut because the PCB midplane, a specialized multi-layer printed circuit board that links key modules inside the rack, has proved difficult to manufacture.”
Read article -
MacRumors · Published 15 Jul 2026
Apple Reportedly Looking to Acquire AI Chip Companies
In coverage record: 16 Jul 2026
“Apple's chip design team has traditionally focused on battery-powered mobile devices rather than the high-performance server chips required to compete with Nvidia, the dominant supplier of AI server hardware.”
Read article -
TNW · Published 8 Jul 2026
ZML's free AI server runs on any major chip
In coverage record: 9 Jul 2026
“As AI bills climb, enterprises and clouds want the freedom to pick cheaper or less power-hungry silicon for a given job. The idea is to give people back the power to create their own system.”
Read article -
Barchart · Published 8 Jul 2026
Memory Prices Heat Finally Reaches Nvidia. Here’s How Jensen Huang Is Dealing With It.
In coverage record: 9 Jul 2026
“AI server racks are becoming hard to build with limited memory, and the problem is now finally knocking on Nvidia's door. Pu now expects the Vera CPU rack to change to 96GB per SOCAMM, resulting in a total of 768GB per CPU. Per the spec sheet, it is supposed to be twice this amount at 1.5TB, but clearly the bottleneck is so severe that even the godfather of AI isn't immune.”
Read article -
CNBC TV18 · Published 6 Jul 2026
Nvidia’s Kyber NVL144 AI server rack system delayed to 2028? What we know
In coverage record: 7 Jul 2026
“Nvidia may delay its next-generation AI server rack system by over a year due to manufacturing difficulties, research firm SemiAnalysis has claimed. Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint.”
Read article -
Benzinga · Published 6 Jul 2026
Marvell Stock Surging on Monday: What’s Behind the Jump?
In coverage record: 7 Jul 2026
“The infrastructure delays leave Nvidia without a proven solution to expand the scale-up world size for its upcoming Rubin Ultra chip. SemiAnalysis noted this creates 'a gap for competitors like AMD MI500X or TPUv8i Broadfly to gain scale-up advantages over Rubin Ultra.'”
Read article -
Markets Insider · Published 7 Jun 2026
‘Put It on Ice,’ Says Investor About Nvidia Stock
In coverage record: 8 Jun 2026
“The investor worries that delays in the current year could drip into the coming ones, creating a bottleneck for Nvidia’s chip deliveries.”
Read article -
Fortune · Published 20 May 2026
The one number that will actually move Nvidia's stock Wednesday night
In coverage record: 21 May 2026
“Blackwell, the 2024 chip architecture that drove roughly 70% of Nvidia’s data center compute revenue last quarter, is more complex and more expensive to manufacture than its predecessor.”
Read article -
Seeking Alpha · Published 22 Mar 2026
Nvidia's Customers Are Quietly Building Alternatives
In coverage record: 22 Mar 2026
“Nvidia’s largest cloud customers are accelerating in-house chip efforts, increasing long-term substitution risk despite today’s exceptional AI demand visibility.”
Read article -
Benzinga · Published 16 Mar 2026
Nvidia CEO Jensen Huang Doubles AI Demand Outlook To $1 Trillion And This Analyst Says It Is 'Absolutely Wild' - Here's What Cramer And Munster Said
In coverage record: 16 Mar 2026
“However, earlier in the day, it was reported that the Rubin AI GPU platform may encounter production delays due to supply constraints involving next-generation memory.”
Read article