Blackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag.

Like
Comment
Favorite

Blackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag.

businessinsider.com11-18

Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month....

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2484962637?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-18 19:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2484962637","market":"us","top_or_hot":-1,"title":"Blackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag.","media":"businessinsider.com","content":"<div>\n<p>Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month....</p>\n\n<a href=\"https://www.businessinsider.com/nvidia-blackwell-chip-ai-overheating-delay-share-price-2024-11\">Source Link</a>\n\n</div>\n","source":"businsider_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Blackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessinsider.com/nvidia-blackwell-chip-ai-overheating-delay-share-price-2024-11><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month....</p>\n\n<a href=\"https://www.businessinsider.com/nvidia-blackwell-chip-ai-overheating-delay-share-price-2024-11\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109392836.USD","symbol_name":"富兰克林科技股A","start_time":0,"source_url":"https://www.businessinsider.com/nvidia-blackwell-chip-ai-overheating-delay-share-price-2024-11","article_id":"2484962637","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484962637","pubTimestamp":1731929277,"sourceInfo":{"source_id":"businsider_highlight","name":"Business Insider"},"weMediaInfo":null,"summary":"Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month.Blac","collect":0,"end_time":0,"defaultTopTitle":"businessinsider.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","2NVD.UK":"2X NVIDIA ETP","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SNVD.UK":"LS -1X NVIDIA","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","NVD2.UK":"2X NVIDIA ETP","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVD3.UK":"LS 3X NVIDIA","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4588":"碎股","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4550":"红杉资本持仓","NVDS.UK":"LS -1X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0444971666.USD":"天利全球科技基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVDA":"英伟达","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","3NVD.UK":"LS 3X NVIDIA","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC"},"translate_title":"布莱克威尔是英伟达下一个增长阶段的关键。据报道，新的人工智能芯片遇到了过热障碍。","themeId":"26a1ac47b0c64adb3644435ea294ca55","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD2.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"Nvidia has asked suppliers to change server racks for Blackwell due to overheating, per The Information.It sparks concerns that Nvidia may delay deliveries, which are expected to start next month.Blackwell chips are key for AI development, promising improved speed over Nvidia predecessors. Nvidia has asked its suppliers to rethink the design of server racks that hold its new Blackwell chips in recent months because of an overheating issue, The Information reported.According to the report, the racks' reconfigurations came late in Blackwell's production process, sparking fears it could result in delivery delays.Blackwell is Nvidia's new flagship graphics processing unit architecture, coming in variations known as the B100, B200 and GB200. The AI superchip is highly sought after because it's at least twice as fast as its predecessor, Hopper. Companies require increasingly powerful computer servers for data centers to train and run their AI models. The chips are also considered a key growth driver for Nvidia, with one analyst previously likening Blackwell to an iPhone moment. Last month, Nvidia CEO Jensen Huang told CNBC that \"demand for Blackwell is insane\" and separately said that Blackwell is sold out for the next 12 months.Customers include Amazon Web Services, Meta, Microsoft, and SoftBank.  Nvidia's share price has soared by 195% since the start of the year, propelling it above Apple earlier this month to become the world's most valuable company. While some Wall Street investors have become concerned that Nvidia is overvalued, Beth Kindig, the lead tech analyst at I/O Fund, said in August that the release of Blackwell would mean \"fireworks\" for Nvidia's share price. Nvidia has already delayed shipment of the next-generation AI chips by a quarter after The Information reported in August that it had design flaws. That pushed shipments back by two to three months to December.Huang said last month that it had fixed the design flaw in the GPUs, thanks to help from TSMC, Reuters reported at the time. SoftBank is the first customer to use Nvidia's Blackwell chips, the companies said at Nvidia's AI summit in Japan last week. They are gearing up to build what they said will be Japan's most powerful supercomputer early next year.All eyes are on Nvidia this week as it is set to report its third-quarter earnings on Wednesday. The chip giant's shares slipped by 3.3% in premarket trading on Monday. A Nvidia spokesperson said in a statement shared with Business Insider, \"Nvidia GB200 systems are the most advanced computers ever created. Integrating them into a diverse range of data center environments requires co-engineering with our customers. \"While our customers race to be first to market, Nvidia is working with leading CSPs as an integral part of our engineering team and process. The engineering iterations are normal and expected.\"","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}