Nvidia's Blackwell Chips Are Extra Toasty, Server Overheating Issues Impact Meta, Microsoft And Elon Musk's XAI
Nvidia's Blackwell Chips Are Extra Toasty, Server Overheating Issues Impact Meta, Microsoft And Elon Musk's XAI
A Nvidia spokesperson told Reuters, "Nvidia is working with leading cloud service providers as an integral part of our engineering team and process. The engineering iterations are normal and expected."Nvidia Corporation's (NASDAQ:NVDA) new Blackwell AI chips are reportedly grappling with overheating issues.
据报道，英伟达公司（纳斯达克股票代码：NVDA）的新款布莱克韦尔人工智能芯片正在努力解决过热问题。
What Happened: Nvidia's Blackwell AI chips are experiencing overheating problems when connected to server racks designed to hold up to 72 chips, reported The Information, citing Nvidia employees working on the problem and customers and suppliers familiar with the situation.
发生了什么：据《信息报》援引正在研究该问题的英伟达员工以及熟悉情况的客户和供应商的话报道，Nvidia的Blackwell AI芯片在连接到设计最多可容纳72块芯片的服务器机架时出现过热问题。
The chipmaker has reportedly requested its suppliers to modify the rack design multiple times to address the overheating issue.
据报道，这家芯片制造商已要求其供应商多次修改机架设计以解决过热问题。
A Nvidia spokesperson told Reuters, "Nvidia is working with leading cloud service providers as an integral part of our engineering team and process. The engineering iterations are normal and expected."
英伟达发言人告诉路透社，“英伟达正在与领先的云服务提供商合作，这是我们工程团队和流程不可或缺的一部分。工程迭代是正常的，也是预期的。”
Nvidia did not immediately respond to Benzinga's request for comments.
英伟达没有立即回应本辛加的置评请求。
The Blackwell chips, unveiled by Nvidia in March, were initially slated to ship in the second quarter.
英伟达在三月份推出的布莱克韦尔芯片最初定于第二季度发货。
However, they faced delays, potentially affecting customers such as Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and Elon Musk's xAI.
但是，他们面临延误，可能会影响诸如Meta Platforms Inc.（纳斯达克股票代码：META）、微软公司（纳斯达克股票代码：MSFT）、Alphabet Inc.等客户。s（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOGL）谷歌和埃隆·马斯克的xAi。
Why It Matters: The Blackwell chip combines two silicon squares into a single component. It is touted to be 30 times faster at tasks like responding to chatbot queries than the company's previous offering.
为何重要：Blackwell芯片将两个硅方块组合成一个组件。它被吹捧为响应聊天机器人查询等任务的速度比该公司之前的产品快30倍。
The demand for the Blackwell GPU platform was described as "insane" by Nvidia CEO Jensen Huang last month.
英伟达首席执行官黄延森上个月将对布莱克韦尔GPU平台的需求描述为 “疯狂”。
Nvidia's Blackwell chip revenue was projected to hit $6 billion in the next quarter, according to a Morgan Stanley analyst. This projection was made despite Nvidia being fully supply-constrained on new products.
摩根士丹利分析师表示，英伟达的布莱克韦尔芯片收入预计将在下一季度达到60亿美元。尽管英伟达在新产品的供应方面受到完全限制，但还是做出了这一预测。
Earlier this month, Nvidia surpassed Apple to become the world's most valuable company, largely due to its dominance in the artificial intelligence chip market. The AI giant's current market capitalization stands at $3.482 trillion.
本月早些时候，英伟达超越苹果成为全球最有价值的公司，这主要是由于其在人工智能芯片市场的主导地位。这家人工智能巨头目前的市值为3.482万亿美元。
Price Action: Nvidia shares closed Friday's trading session with a 3.26% decline, settling at $141.98. In after-hours trading, the stock saw a slight uptick, reaching $142.70 at the time of writing, according to data from Benzinga Pro.
价格走势：英伟达股价在周五的交易时段收盘下跌3.26％，收于141.98美元。Benzinga Pro的数据显示，在盘后交易中，该股小幅上涨，在撰写本文时达到142.70美元。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：该内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。
