Nvidia said a new product every year was the key to winning the Gen AI race. Now it's faltering at the first hurdle.

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• Nvidia's new AI chip launch is delayed, raising doubts about its annual release promise.
• The delay is due to manufacturing challenges with Taiwan Semiconductor Manufacturing Company.
• Analysts remain optimistic, citing strong demand from major customers like Meta and Google.

News that Nvidia's next chip launch will be delayed is calling into question whether the company can...