英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”_老虎社区_美港股上老虎

英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”

智通财经2024-11-18

11月18日，英伟达盘前跌超3%，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将...

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老山古
·2024-11-18
烟雾弹，抢筹码
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1
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ruan_7128
·2024-11-18
$英伟达(NVDA)$ 功耗大
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1
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小老虎嗷嗷叫
·2024-11-18
不看到最后以为英伟达完了[笑哭]
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1
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helloA
·2024-11-18
草，期权又坑了
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点赞
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MomoTan
·2024-11-18
$英伟达(NVDA)$ 个别做空机构又在出幺蛾子了
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收起
- NasdaqBoy:
  我也觉得，放利空消息等着接散户的货。
  2024-11-18
  回复
  举报
- 芒格格格哒:
  抢的太过热？
  2024-11-18
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- 牛奶的铲屎官:
  是啊，财报前放消息，好心让散户都跑掉？
  2024-11-18
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It was reported that the new generation of AI chips was exposed to overheating and may delay delivery. The company responded that \"customers are still grabbing\"","themeId":"6597e200adc85a6e9d339acd19d77501","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/424b92f2298f2e4f05bc2bfc66df45b6","symbols_score_info":{"NVDA":1.1},"content_text":"11月18日，英伟达盘前跌超3%，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中，需要与我们的客户共同设计。”英伟达表示：“目前客户正在抢占GB200系统的市场先机”。英伟达新一代Blackwell芯片再次延迟交付，被曝存在过热问题知情人士透露，Blackwell GPU 专为 AI 和高性能计算(HPC)设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计，不仅限制了 GPU 性能，还可能损坏硬件。客户因此担心，这些技术问题会延迟数据中心的处理器部署进程。为应对这一难题，英伟达要求供应商调整机架设计，并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤，但也进一步推迟了产品交付时间。英伟达发言人针对此事对回应称，公司正与云服务提供商密切合作，设计调整属于正常研发流程的一部分。英伟达希望通过这种合作，确保最终产品在性能和可靠性方面达到预期，同时加紧解决技术瓶颈。修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型，其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":372284945502472,"gmtCreate":1731929534096,"gmtModify":1731935078494,"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3556223833274629","authorIdStr":"3556223833274629"},"htmlText":"烟雾弹，抢筹码","listText":"烟雾弹，抢筹码","text":"烟雾弹，抢筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372284945502472","repostId":2484225666,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":372398945177672,"gmtCreate":1731926740669,"gmtModify":1731926742612,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 功耗大","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 功耗大","text":"$英伟达(NVDA)$ 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