Nvidia stock has fallen back slightly from record highs as the market prepares for its third-quarter earnings report.

It is all about Blackwell when Nvidia reports its much-awaited third-quarter results Wednesday after the market close. Shares fell below a buy point on Monday after reports that Blackwell, the next-gen AI chip,

Claims that Blackwell GPUs designed for AI tasks and HPC are overheating come from sources who spoke to The Information.

Nvidia first announced Blackwell in March, as the successor to the hugely successful H100 GPUs that are used to power the majority of the world’s AI applications today. They’re said to deliver a 30-times performance boost versus the H100 chips while reducing energy consumption by up to 25% on some workloads.

Nvidia's upcoming Blackwell GPUs for AI computing may face further delays because they're prone to overheating when connected to each other on server racks, according to a new report from The Information. The server rack Nvidia designed for Blackwell ...

Speaking to DCD earlier this year, Ian Buck, Nvidia’s accelerated computing VP, said: "The fabric of NVLink, the spine, is connecting all those 72 GPUs to deliver an overall performance of 720 petaflops of training, 1.4 exaflops of inference."

Nvidia is urgently addressing overheating problems in its new Blackwell AI chips when integrated into customized server racks, causing anxiety among major clients like Microsoft and Meta. The company is collaborating

The server rack Nvidia designed for Blackwell —which can connect up to 72 GPUs at a time—is reportedly causing the overheating issue. Nvidia has repeatedly redesigned the racks, which could result in GPU server shipments being delayed and new Google, Microsoft, or Meta data centers may not be able to open on schedule.

Blackwell GPUs are overheating when connected in custom server racks, according to a report from The Information.