Nvidia is launching the GB10/N1X today along with a few other goodies. The hype is already thick but SemiAccurate has the real story.

As you know, SemiAccurate has been chronicling this program for well over a year now. We told you about the display controller woes, the finger pointing with Microsoft, the power delivery problems, and the delays. And more delays. And more delays. We called the chip broken and unfixable. Nvidia said it was, “In full production“, we said Computex 2026.

It is Computex 2026, and guess what? It is being ‘launched’ officially but… Don’t believe the hype. It is also looking less and less like a real product and more like a second PR stunt.

What we do know is that it is over a year late, over power targets, under performance targets, and if Microsoft is any indication, very expensive. In short, don’t believe the hype.

And as a bonus, the GB200 servers are launching as a 5-digit cost edge workstation now too. On top of that, we are hearing that Nvidia is going to lock Linux out of the consumer products even though it runs just fine on the same silicon in Spark form. How nice.

Note: The following is for professional and student level subscribers.

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.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate

Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate

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