Nvidia's Blackwell GPUs Heat Up Shipment Delays

Nvidia's cutting-edge Blackwell AI GPUs are overheating in server racks, delaying shipments to major players like Microsoft, Google, and Meta by three months. Designed to house 72 chips and consume up to 120kW per rack, flaws in TSMC’s packaging tech caused thermal issues. Despite a dip in stock, CEO Jensen Huang remains optimistic, with mass production revisions completed in October and shipments expected late January. Nvidia is partnering with suppliers to cool down the competitive AI rollout.