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.