Nvidia Stock Slips Following Reports Of Overheating Blackwell AI Servers

Benzinga

Nvidia stock dipped 3.4% Monday before recovering some losses after a report from The Information highlighted overheating concerns with its Blackwell AI servers. The report follows previous claims of design flaws in Blackwell chips earlier this year. Nvidia stated production delays for Blackwell in its August earnings report, citing a shift to a ramp-up in December. Nvidia expects several billion dollars in Blackwell-related sales in Q4, with customers like Meta, Microsoft, and xAI. Nvidia’s stock is up more than 180% year-over-year but faces challenges as fears grow over potential declines in Big Tech’s AI spending.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:02NVIDIA stock dipped 3.4% Monday before recovering some losses after a report from the information

00:08highlighting that overheating concerns with its Blackwell AI servers.

00:12The report follows previous claims of design flaws in Blackwell chips earlier this year.

00:17NVIDIA stated production delays for Blackwell in its August earnings report,

00:21citing a shift to ramp up in December.

00:23NVIDIA expects several billion dollars in Blackwell-related sales in Q4,

00:28with customers like Meta, Microsoft, and XAI.

00:31NVIDIA stock is up more than 180% year-over-year,

00:35but faces challenges as fears grow over potential declines in Bittex AI spending.

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