The soap opera that is Nvidia’s GB10/N1X goes on with a pathetic publicity stunt. If this was anyone but Nvidia, SemiAccurate would be surprised but we have seen it many times before.
You might recall Nvidia’s N1X, since renamed GB10, and touted as the DGX Spark and Station was the best AI device of late 2024. That became early 2025 and then everything went off the rails. Blame was publicly placed on everyone but Nvidia, be it Mediatek, Microsoft, or aliens, it just wasn’t their fault. Blame seemed to be aimed at innocents based on the gullibility of those hearing the ‘news’, solar cycles, and trade winds. It was as transparent as it was pathetic.
Luckily, no less than Jensen Huang himself said that the devices were in “full production” during Computex, no not this year, but 2024. Given the ~5 month cycle time for TSMC 3nm class devices, that would put GB10s on the shelf bang on the late 2024/early 2025 time. So far so good. In case you have been paying attention, the timelines shifted back and forth from post CES 2026, then to Computex 2026, then back to CES-ish when a major bug was fixed without a respin. It has slipped again but more on that in a bit.
OEMs that are known to take slush funds while shelving common sense jumped at the chance to base their fall 2025 lineup on GB10 based laptops. As SemiAccurate exclusively brought you, that blew up in their face. Dell counted on GB10 hitting volume production in June 2025, not 2024 as Jensen promised, but well… it still is coming in June, just not either of those years. Again more in a bit.
But what is Nvidia doing as a publicity stunt? The chip is now looking like it will be 18 months late, give or take, and Jensen’s promises this time are worth what they have been in the past. The Microsoft forced delay bought them some time and plausible deniability but the stink of death is solidly wafting around the part. How do you change that when the list of show-stopping errata is still longer than the list of broken promises?
That one is easy. You seed a few units to the media and claim it is production. SemiAccurate has heard multiple claims of volumes for this seeding program but none exceed two digits. That is a total for all manufacturer, not per OEM mind you. Those units are spread across various OEMs to make it look organic, but none will run Windows so… In any case several people, but not all who are being seeded, were given a pretty stringent list of do’s and don’ts for their ‘independent’ testing. We can’t go into the details because they seem to vary by recipient. One thing that all had was an October 15th date, plus a “you must return this device after October 15th” request. While not unheard of, this is a pretty unusual request this time for reasons we won’t go in to here.
So Nvidia is seeding a scant few units that don’t actually work right to select media. This is to make things look like it is production, or close to, so Jensen’s promises of shipment dates will technically be met. When you don’t have it, fake it, and Nvidia is unquestionably faking it this time around. What you are going to see is a broken device incapable of running Windows stably with a list of showstopper errata so long OEMs are balking at the device. Welcome to PR games from those unhindered by ethics.
But wait, there’s more! What caused the delay from the post-CES 2026 release to the Computex 2026 release this time? Two main errors and one problem. For now.
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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.
