Nvidia's biggest customers delaying orders of latest AI racks, The ...

2 days ago  · Jan 13 (Reuters) - Nvidia's (NVDA.O), opens new tab top customers are delaying orders of the AI chip leader's latest 'Blackwell' racks due to overheating issues, the Information …


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Nvidia's Biggest Customers Delaying Orders Of Latest AI Racks: …

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2 days ago  · The so-called hyperscalers had each placed Blackwell rack orders worth $10 billion or more, the report said. Some of the customers are waiting to snag a later version of the …

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Nvidia's Biggest Customers Delaying Orders Of Latest AI Racks, The ...

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2 days ago  · The Santa Clara, California-based company's shares fell more than 4% in early trading. The U.S. government also said earlier in the day it would further restrict AI chip and …

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FAQs about Nvidia's biggest customers delaying orders of latest AI racks, The ... Coupon?

Why are Nvidia's top enterprise customers delaying orders?

Some of Nvidia's top enterprise customers are reportedly delaying orders of the latest Blackwell chip racks due to overheating issues and glitches in chip connectivity. The news has sent ripples through the tech industry and financial markets, with Nvidia's shares experiencing a sharp four-percent decline in early trading. ...

Why did Nvidia 'Blackwell' racks delay orders?

Overheating issues associated with ‘Blackwell’ racks have reportedly led Nvidia’s top customers to delay orders of the AI chip maker’s latest offering. A rack is a structure used in data centers to house chips, cables, and other essential equipment. ...

Are Nvidia Blackwell chips causing delays in data center plans?

Some data center racks equipped with Nvidia's Blackwell chips are overheating and experiencing issues in how the chips connect, according to the report. Issues with new chips and technology are not uncommon, but these are apparently leading to delays in data center plans. ...

Why did Nvidia ask vendors to rebuild racks?

As part of efforts to limit the challenge, Nvidia reportedly requested vendors to repeatedly rebuild racks. The Blackwell AI chips were first unveiled in March and were supposed to hit the market in the second quarter but faced delays in deliveries subsequently affecting client deployment schedules. ...

Why did Nvidia stock drop 3%?

Seeking Alpha reached out to Nvidia, Microsoft, Amazon, Google and Meta regarding the report. Nvidia shares dropped 3% as top tech giants face delays in equipping data centers with AI chip racks due to overheating and connection issues. Read more here. ...

Why did Nvidia delay the Blackwell AI release?

A Tom’s Hardware report indicated that the Blackwell AI chips release was already delayed by several months because Nvidia was working on a design flaw that affected production yields. The chips combine two silicon components into one unit meant to run times quicker than past versions in jobs like chatbot answer creation. ...

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