NVIDIA’s next-generation artificial intelligence (AI) chip ‘Blackwell’, whose release was delayed last 12 months attributable to design defects and overheating, is understood to be affected by various problems even after its release. Because of this, it has been said that major cloud service firms are delaying the introduction.
The Information announced on the thirteenth (local time) that attributable to overheating and problems with the connection method between chips in racks equipped with Blackwell chips, major customers similar to Microsoft (MS), Google, Amazon Web Services (AWS), and Meta suspended some orders. It was reported that it was postponed or canceled.
Based on supplier officials and folks who directly resolved the difficulty, overheating occurred in the primary shipment of racks equipped with the problematic Blackwell chips, resulting in the cancellation or postponement of some orders. A rack is a tool that safely connects chips, cables, and other essential equipment in an information center.
Resulting from this, it’s reported that Meta, which is constructing a synthetic intelligence (AI) data center with large cloud service providers similar to MS, AWS, and Google, has canceled some orders for Blackwell’s ‘GB200’ rack. It’s reported that they each ordered greater than $10 billion (about 1.46 trillion won) price of Blackwell racks.
Some firms are waiting for a brand new rack that solves the issue, but some are planning to buy the present ‘H100’ or ‘H200’ chips, which had lower performance but didn’t have any problems.
Specifically, Microsoft, NVIDIA’s largest customer, was planning to put in GB200 equipped with greater than 50,000 Blackwell chips in its data center in Phoenix, Arizona, but attributable to this problem, its partner OpenAI was forced to put in an accelerator equipped with the previous generation chip, ‘Hooper’. It is alleged that he requested .
It is understood that it’s unclear how the decrease in orders attributable to this defect will affect Nvidia’s sales. Nvidia CEO Jensen Huang said in November that the corporate’s fourth-quarter revenue would exceed its previous goal by billions of dollars because of Blackwell chips.
Meanwhile, on the Latest York stock market that day, Nvidia’s stock price fell nearly 2% in comparison with the day prior to this attributable to this news and the U.S. government’s chip export regulations.
Reporter Park Chan cpark@aitimes.com
