Before the financial statements, the impact and challenges of the Nvidia 'Blackwell' overheating issue.
問題
ブラックウェルGPUで過熱が発生、サーバーラック設計変更を要請。
Impact.
生産遅延リスク、顧客通知未実施、サプライチェーン混乱。
競争
Potential market share loss to AMD and Intel.
Market
Concerns about stock price adjustment risks and decreased trust.
Challenges
Swift design changes, transparency assurance, enhanced risk management, customer trust restoration.
[Cultural Perspective]
The overheated issue around nvidia's next-generation GPU "Blackwell" is a major challenge for the company to maintain its technological leadership.
The design changes made in the late stages of the production process have increased the risk of deployment delays, potentially shaking the trust relationships with customers and suppliers.
Amidst the accelerated market entry by rival companies, if Nvidia cannot respond promptly, the risk of losing market share cannot be ignored.
On the other hand, this issue could also serve as an opportunity to reassess cooling technology and design for the entire datacenter.
I believe that Nvidia should prioritize ensuring transparency with customers and suppliers, and expediting a review of the design process.
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yurisa0309 : Loss of market share to AMD and intel? Haha
Are you okay? Your analysis is funny.