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A serious overheating issue has arisen in server racks equipped with NVIDIA's latest AI Chip 'Blackwell', leading major customers such as Microsoft, Google, Amazon, Meta, to reconsider their orders. According to The Information's report, these companies have postponed the delivery of the new GB200 racks worth $10 billion, with some considering a switch to the previous generation 'Hopper' chip.
Recurring technical issues are undermining the trust of major customers.
Serious overheating problems and interconnection issues between chips have been revealed in the initial shipments of server racks equipped with the new Blackwell chip. Particularly concerning is the extremely high power consumption density of 120-132kW per rack. This intense heat generation significantly exceeds the limits of conventional cooling systems, becoming especially prominent in large configurations with 72 chips. The standard cooling systems in the datacenter industry are not designed to handle such extreme heat generation, resulting in a challenging operational environment...
Recurring technical issues are undermining the trust of major customers.
Serious overheating problems and interconnection issues between chips have been revealed in the initial shipments of server racks equipped with the new Blackwell chip. Particularly concerning is the extremely high power consumption density of 120-132kW per rack. This intense heat generation significantly exceeds the limits of conventional cooling systems, becoming especially prominent in large configurations with 72 chips. The standard cooling systems in the datacenter industry are not designed to handle such extreme heat generation, resulting in a challenging operational environment...
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$NVIDIA (NVDA.US)$ fell as much as 3% early Monday after the US government released an updated export rule aimed at controlling the flow of AI Chips.
https://www.whitehouse.gov/briefing-room/statements-releases/2025/01/13/fact-sheet-ensuring-u-s-security-and-economic-strength-in-the-age-of-artificial-intelligence/
https://www.whitehouse.gov/briefing-room/statements-releases/2025/01/13/fact-sheet-ensuring-u-s-security-and-economic-strength-in-the-age-of-artificial-intelligence/
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$Bitcoin (BTC.CC)$
Just like tulip bulbs, GomitoCoin...not an investment, not speculation, just a mere gambling token.
Just like tulip bulbs, GomitoCoin...not an investment, not speculation, just a mere gambling token.
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$NVIDIA (NVDA.US)$
If it is known that it will not rise this year, will it not fall until March everywhere? 🤨 Hmmm
If it is known that it will not rise this year, will it not fall until March everywhere? 🤨 Hmmm
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$NVIDIA (NVDA.US)$
Did you hear a small knock? ↘️↗️
Did you hear a small knock? ↘️↗️
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According to Vroom's article.
Massive selling of Call options for NVIDIA stock, price falls from all-time high.
When it comes to selling calls, there is suspicion of a covered call being set up. Does anyone have any ideas? In other words, do they already have a large number of physical positions and do not expect the price to rise above $140?
$NVIDIA (NVDA.US)$
Massive selling of Call options for NVIDIA stock, price falls from all-time high.
When it comes to selling calls, there is suspicion of a covered call being set up. Does anyone have any ideas? In other words, do they already have a large number of physical positions and do not expect the price to rise above $140?
$NVIDIA (NVDA.US)$
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$NVIDIA (NVDA.US)$
Please do not sell because it is a stock that you can hold without worry.
Please do not sell because it is a stock that you can hold without worry.
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Hello MOOMOO users!Here is tonight's analysis of NY stocks.
Market Overview
USA market started with the Dow Jones Industrial Average, composed of quality stocks, up $103.15 at $42,809.71, while the technology-heavy Nasdaq Composite Index started 73.10 points higher at 19,938.08. The S&P 500, consisting of 500 large-cap stocks in the USA, rose 17.88 points to 5,993.26.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
- The United States, $TENCENT (00700.HK)$ and Tesla's Battery Supplier $Contemporary Amperex Technology (300750.SZ)$ were added to the blacklist for their relationship with the Chinese military, potentially further escalating tensions between the world's largest economies. Both companies denied ties with the military, but their stocks in the Chinese market...
Market Overview
USA market started with the Dow Jones Industrial Average, composed of quality stocks, up $103.15 at $42,809.71, while the technology-heavy Nasdaq Composite Index started 73.10 points higher at 19,938.08. The S&P 500, consisting of 500 large-cap stocks in the USA, rose 17.88 points to 5,993.26.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
- The United States, $TENCENT (00700.HK)$ and Tesla's Battery Supplier $Contemporary Amperex Technology (300750.SZ)$ were added to the blacklist for their relationship with the Chinese military, potentially further escalating tensions between the world's largest economies. Both companies denied ties with the military, but their stocks in the Chinese market...
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投資依存症
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投資依存症
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$NVIDIA (NVDA.US)$
$Tesla (TSLA.US)$
$Palantir (PLTR.US)$
The good mood of the New Year is being ruined...
$Tesla (TSLA.US)$
$Palantir (PLTR.US)$
The good mood of the New Year is being ruined...
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