Earlier this morning, The Information reported that some of Nvidia’s (NVDA) largest customers are experiencing delays in getting its most advanced AI chips running in data centers as the Blackwell chips are facing overheating and connectivity glitches. The report is citing three people working at suppliers and sources with two customers that have dealt with the issue. The Information further notes that Microsoft (MSFT), Amazon (AMZN), Google (GOOGL) and Meta (META) have each placed Blackwell rack orders worth $10B or more.
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