Reported 1 day ago
Nvidia's major customers, including Microsoft, Amazon, Google, and Meta, are delaying orders for the company's latest 'Blackwell' AI racks due to overheating and connectivity issues, as reported by The Information. This has led to a more than 4% drop in Nvidia's stock prices. Additionally, the U.S. government's further restrictions on AI chip exports may impact sales. Some customers are awaiting upgraded versions of the racks or opting for older AI chips, as initial reports from CEO Jensen Huang suggest revenue from Blackwell chips is still on track to exceed expectations.
Source: YAHOO