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英伟达(NVDA)盘前跌超2% 新一代Blackwell AI芯片因过热问题又将延迟交付

金吾财讯11-18

金吾财讯 | 英伟达(NVDA)盘前跌超2%,截至发稿,报138.4美元。消息面上,英伟达新一代旗舰AI芯片Blackwell正在交付。但有市场人士爆料称,BlackwellGPU在装有72个处理器的服务器中使用时会产生过热问题,这些机器预计每个机架的功耗高达120kw。过热会限制GPU性能并有损坏组件的风险。11月18日,英伟达发言人就此问题向记者回应称:“我们正在与领先的云服务提供商合作,将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中,需要与我们的客户共同设计。”英伟达表示:“目前客户正在抢占GB200系统的市场先机”。

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