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Before nvidia's third quarter report is released this week, bad news has surfaced...
①According to the media reports, nvidia's new generation Blackwell ai chip will be delayed due to overheating issues, which will affect customers such as Google and microsoft in deploying new datacenters. ②Nvidia will release its third quarter report this Wednesday local time, which will also be its first financial report after being included in the Dow.
The nvidia Blackwell chip has "heating issues," raising concerns among customers.
nvidia Blackwell is facing challenges of overheating, requiring a redesign of the framework which may lead to customer delays. Some customers are starting to shift towards purchasing more Hopper chips, this will boost nvidia's short-term earnings, but it is not a good sign for long-term revenue growth.
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