NVIDIA's Blackwell AI Servers Face Potential Delays Due to Overheating

NVIDIA's new Blackwell AI chips are experiencing overheating issues when integrated into customized server racks, potentially delaying their release. The company is collaborating with suppliers to redesign the racks to resolve the problem, as major clients like Microsoft, Meta, and xAI await the powerful AI systems. Despite previous delays due to design flaws, NVIDIA has not yet informed customers of any further postponements. The situation is closely watched ahead of NVIDIA's earnings report on November 20th.