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Nvidia Faces Challenges with Overheating Blackwell AI Chips

Nvidia's new AI chips encounter overheating issues, causing concerns about potential delays in server deployment.

  • Nvidia's Blackwell AI chips are experiencing overheating problems in server racks designed to hold 72 processors.
  • The overheating issue has led to multiple redesigns of server racks, raising concerns about potential shipment delays.
  • Nvidia maintains that engineering iterations are normal and part of their process with cloud service providers.
  • Despite the issues, Dell has begun shipping Nvidia Blackwell server racks, marking a significant milestone.
  • Nvidia's stock has seen fluctuations due to these reports, with a notable drop ahead of the upcoming earnings report.
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