NOIR(のあ)
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$NVIDIA (NVDA.US)$
The time to ask why you don't have NVIDIA is over, but the time to ask why you don't have NVIDIA is coming again, so buy it now.
The time to ask why you don't have NVIDIA is over, but the time to ask why you don't have NVIDIA is coming again, so buy it now.
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$NVIDIA (NVDA.US)$ Dow Inc, Nasdaq, and SP3 index all declined, with the dollar-yen falling by more than 2 yen, showing a weak market. Even though TSM has reported good quarterly earnings, CEO Juan explicitly states that there is no decrease in the production capacity of CoWoS. It's risky to sell at a loss when both stock price indices and exchange rates are falling, and then jump into speculative stocks. Muttering to oneself: mumble mumble mumble mumble...
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$NVIDIA (NVDA.US)$
Quoted below
However, in response to related News of individual stocks, the Taiwan GB200 Supply Chain expressed a sense of powerlessness yesterday (14th), stating that there had been an overheating issue a few weeks ago, and emphasized that the shipment of GB200 is proceeding smoothly, questioning how many similar rumors will arise. There is no impact on the schedule.
KYMCO bombards GB200 cabinets overheating, cooperating factories emphasize no impact | Industry Hotspot | Industry | Economic Daily News
Quoted below
However, in response to related News of individual stocks, the Taiwan GB200 Supply Chain expressed a sense of powerlessness yesterday (14th), stating that there had been an overheating issue a few weeks ago, and emphasized that the shipment of GB200 is proceeding smoothly, questioning how many similar rumors will arise. There is no impact on the schedule.
KYMCO bombards GB200 cabinets overheating, cooperating factories emphasize no impact | Industry Hotspot | Industry | Economic Daily News
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NOIR(のあ)
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$NVIDIA (NVDA.US)$
Hey, isn't it contradictory that you're posting a job for quantum engineers and at the same time badmouthing them with your crappy leather jackets?
Hey, isn't it contradictory that you're posting a job for quantum engineers and at the same time badmouthing them with your crappy leather jackets?
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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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NOIR(のあ)
liked
$NVIDIA (NVDA.US)$
Interest rates can't seem to go down. Are we waiting for tomorrow's CPI? If this doesn't go down, stocks and bitcoins will be tough, right.
Interest rates can't seem to go down. Are we waiting for tomorrow's CPI? If this doesn't go down, stocks and bitcoins will be tough, right.
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NOIR(のあ)
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$NVIDIA (NVDA.US)$
NVIDIA (NASDAQ: NVDA The company's stock price fell 3% in Monday's trading after a report from The Information mentioned delays in equipping data centers with the latest AI chip racks from several of the company's Magnificent Seven clients.
ReportAccording to reports, some parts of the datacenter rack equipped with Nvidia's Blackwell chip are overheating, causing issues with chip connections. Problems arising from new chips and technologies are not uncommon, but it seems to be leading to delays in the datacenter project.
Microsoft (NASDAQ: MicrosoftAmazon Web Services (NASDAQ: AMZNGoogle (NASDAQ: GOOG) (NASDAQ: Gold）, Meta Platform (NASDAQ: META) recently reduced orders for Nvidia's Blackwell GB200 rack.
However, detailed information on Google's situation...
NVIDIA (NASDAQ: NVDA The company's stock price fell 3% in Monday's trading after a report from The Information mentioned delays in equipping data centers with the latest AI chip racks from several of the company's Magnificent Seven clients.
ReportAccording to reports, some parts of the datacenter rack equipped with Nvidia's Blackwell chip are overheating, causing issues with chip connections. Problems arising from new chips and technologies are not uncommon, but it seems to be leading to delays in the datacenter project.
Microsoft (NASDAQ: MicrosoftAmazon Web Services (NASDAQ: AMZNGoogle (NASDAQ: GOOG) (NASDAQ: Gold）, Meta Platform (NASDAQ: META) recently reduced orders for Nvidia's Blackwell GB200 rack.
However, detailed information on Google's situation...
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NVIDIA's latest AI chip, major customers are reducing orders due to overheating issues according to reports.January 14, 2025, 9:08 AM GMT+9
Major customers of the leading American semiconductor company NVIDIA have reportedly delayed orders for server racks equipped with the company's new artificial intelligence (AI) semiconductor 'Blackwell', as reported by the news site 'The Information' on the 13th.
The initial shipment of racks overheated, with issues observed in the connection between chips.
A rack used in a datacenter refers to a structure that houses chips, cables, and other essential equipment.
According to reports, major customers such as Microsoft, Amazon.com's cloud division, Google under Alphabet, and Meta Platforms Inc have partially reduced their orders for Blackwell GB200 racks.
These customers had each ordered racks worth over $10 billion. Additionally, some customers are waiting to purchase the successor racks, and there are customers planning to buy old AI chips.
There is a possibility that there are other buyers for the faulty GB200 racks, ...
Major customers of the leading American semiconductor company NVIDIA have reportedly delayed orders for server racks equipped with the company's new artificial intelligence (AI) semiconductor 'Blackwell', as reported by the news site 'The Information' on the 13th.
The initial shipment of racks overheated, with issues observed in the connection between chips.
A rack used in a datacenter refers to a structure that houses chips, cables, and other essential equipment.
According to reports, major customers such as Microsoft, Amazon.com's cloud division, Google under Alphabet, and Meta Platforms Inc have partially reduced their orders for Blackwell GB200 racks.
These customers had each ordered racks worth over $10 billion. Additionally, some customers are waiting to purchase the successor racks, and there are customers planning to buy old AI chips.
There is a possibility that there are other buyers for the faulty GB200 racks, ...
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NOIR(のあ)
liked
$NVIDIA (NVDA.US)$
It's tough when the market fills the gap from the previous day and falls, so hang in there!
It's tough when the market fills the gap from the previous day and falls, so hang in there!
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