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Blackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag. [Business Insider]

SOFTBANK GRP UNSP/ADR (SFTBY) 
NASDAQ:AMEX Investor Relations: softbank.jp/en/corp/irinfo/presentations
It sparks concerns that Nvidia may delay deliveries, which are expected to start next month. Blackwell chips are key for AI development, promising improved speed over Nvidia predecessors. Nvidia has asked its suppliers to rethink the design of server racks that hold its new Blackwell chips in recent months because of an overheating issue, The Information reported According to the report, the racks' reconfigurations came late in Blackwell's production process, sparking fears it could result in delivery delays. Blackwell is Nvidia's new flagship graphics processing unit architecture, coming in variations known as the B100, B200 and GB200. The AI superchip is highly sought after because it's at least twice as fast as its predecessor , Hopper. Companies require increasingly powerful computer servers for data centers to train and run their AI models. The chips are also considered a key growth driver for Nvidia, with one analyst previously likening Blackwell to an iPhone moment Show less Read more
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