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.
據報道，英偉達公司（NASDAQ: NVDA）的新款Blackwell 人工智能芯片據稱正面臨過熱問題。
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.
發生了什麼：據《The Information》報道，英偉達的Blackwell 人工智能芯片在連接到設計用於容納多達72個芯片的服務器機架時出現過熱問題，此報道引用了正就此問題工作的英偉達員工以及熟悉情況的顧客和供應商。
The chipmaker has reportedly requested its suppliers to modify the rack design multiple times to address the overheating issue.
據報道，這家芯片製造商已多次要求其供應商修改機架設計以解決過熱問題。
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."
一位英偉達發言人告訴路透社：「英偉達正在與領先的雲服務提供商合作，作爲我們工程團隊和流程的重要組成部分。工程迭代是正常且預期的。」
Nvidia did not immediately respond to Benzinga's request for comments.
英偉達未立即回應彭博社對其評論的請求。
The Blackwell chips, unveiled by Nvidia in March, were initially slated to ship in the second quarter.
英偉達於三月發佈的Blackwell 芯片最初計劃於第二季度發貨。
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.
然而，它們面臨着延遲，可能會影響到像meta platforms Inc. （納斯達克：META）、微軟公司（納斯達克：MSFT）、alphabet inc的（納斯達克：GOOG）（納斯達克：GOOGL）谷歌和埃隆·馬斯克的xAI等客戶。
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.
爲什麼重要：Blackwell 芯片將兩個硅方塊合併成一個組件。它被吹捧爲在像回覆聊天機器人查詢等任務上比該公司之前的產品快30倍。
The demand for the Blackwell GPU platform was described as "insane" by Nvidia CEO Jensen Huang last month.
上個月，Nvidia CEO Jensen Huang將Blackwell GPU平台的需求描述爲"瘋狂"。
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.
根據摩根士丹利的分析師預測，英偉達的Blackwell芯片營收預計將在下個季度達到60億美元。儘管英偉達在新產品上完全供應不足，但仍進行了這一預測。
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.
本月初，英偉達超過蘋果成爲世界上市值最高的公司，這在很大程度上是由於其在人工智能芯片市場的主導地位。這家人工智能巨頭的當前市值爲3.482萬億美元。
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.
價格走勢：Nvidia股票在上週五的交易日收盤時下跌了3.26%，報收141.98美元。在盤後交易中，該股略有上漲，在撰寫本文時達到了142.70美元，根據Benzinga Pro的數據。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
譯文內容由第三人軟體翻譯。
