The first shipments of racks with Blackwell chips have been overheating and exhibiting glitches in the way chips connect to one another.Major customers Microsoft, Amazon.com’s cloud unit, Alphabet’s Google, and Meta Platforms have cut some orders of Nvidia’s Blackwell GB200 racks. The company is on track to exceed an earlier target of recording several billion dollars in revenue from Blackwell chips in its fourth fiscal quarter. The Santa Clara, California-based company’s shares fell more than 4% in early trading. The U.S. government also said earlier in the day it would further restrict AI chip and technology exports, potentially hurting Nvidia’s sales. Is AI Chip industry on the decline ?
