Overheating issues with Nvidia's Blackwell 🧐🤔
Below is the updated information👇👇👇
Updated on 11/18/2024 06:00 - Company statement
Nvidia's new Blackwell ai chip is already facing delays and encountering issues with overheating servers, leading some customers to worry that they may not have enough time to launch and operate new datacenters, as reported by Information on Sunday.
The report states that when connected to server racks designed to accommodate up to 72 chips, Blackwell's graphic processing units overheat, citing sources familiar with the issue.
Nvidia employees who have been dealing with this issue, as well as customers and suppliers aware of the problem, have stated that the chip maker has requested several times for suppliers to modify rack designs to solve the overheating issue, as reported without mentioning the suppliers' names.
"Nvidia is collaborating with major cloud idc service providers as an essential part of our engineering team and process. The company's spokesperson stated to Reuters, 'Engineering iterations are common and as expected.'"
In March, Nvidia announced the Blackwell chip and had previously announced shipping in the second quarter before any delays occurred. This could potentially impact customers such as Meta platform META.O, Alphabet's GOOGL.O, Google, Microsoft's MSFT.O, and others.
Nvidia's Blackwell chip combines two squares of silicon the same size as the products the company previously offered into one component, achieving a 30x speedup in tasks such as responses from chatbots.
Nvidia's new Blackwell ai chip is already facing delays and encountering issues with overheating servers, leading some customers to worry that they may not have enough time to launch and operate new datacenters, as reported by Information on Sunday.
The report states that when connected to server racks designed to accommodate up to 72 chips, Blackwell's graphic processing units overheat, citing sources familiar with the issue.
Nvidia employees who have been dealing with this issue, as well as customers and suppliers aware of the problem, have stated that the chip maker has requested several times for suppliers to modify rack designs to solve the overheating issue, as reported without mentioning the suppliers' names.
"Nvidia is collaborating with major cloud idc service providers as an essential part of our engineering team and process. The company's spokesperson stated to Reuters, 'Engineering iterations are common and as expected.'"
In March, Nvidia announced the Blackwell chip and had previously announced shipping in the second quarter before any delays occurred. This could potentially impact customers such as Meta platform META.O, Alphabet's GOOGL.O, Google, Microsoft's MSFT.O, and others.
Nvidia's Blackwell chip combines two squares of silicon the same size as the products the company previously offered into one component, achieving a 30x speedup in tasks such as responses from chatbots.
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ピンハネ OP : Remarks from an American investor working in the GPU field
Everyone, I work in the field of GPUs, but I can say not to get too caught up in this overheated news. Blackwell needs a different cooling system, and customers just need to upgrade the cooling system. There's nothing significant here. Stay calm.
ピンハネ OP : Regarding this matter, there is misinformation spreading such as cancellation information, but there is no official cancellation information.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ピンハネ OP : Update Information
Context about Nvidia Corporation will follow later...
"The overheating issue occurred due to the plug of the cooling unit coming off."
codeOZ(家長) : That's right. Cooling the chip is not a big issue nowadays, as anyone can imagine.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
But spreading rumors to bring it down, I wonder if it will actually go up.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
？
ピンハネ OP : Rumors of design cancellations and cancellations are spreading, but it is simply a matter of upgrading the cooling system.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
There are also rumors reigniting the delay issue, so please make a calm judgment.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
リスク管理は大事 : I wonder if there are people who want to lower the stock price in the article, and I can't help but make a conjecture.
ピンハネ OP : There is also information that wants to bring it down to 135-139 (137.73) before the settlement.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Kimihiko ピンハネ OP :
yas04kp : Hello.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Thank you for the information.
It seems like there are people who want semiconductors to decline.
How much do American investors expect L to be at the end of the year or the beginning of the new year?
ピンハネ OP yas04kp : Hello.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
It may reach up to 50, the highest.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
It might be slightly better than last December.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
However, it depends on the financial results and guidance of N on the 20th.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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