Why Microsoft, Google, Amazon and other tech giants have cut some orders of Nvidia’s AI chip system
Microsoft, Google, Amazon, and Meta have delayed orders of Nvidia's Blackwell GB200 racks due to overheating and connectivity issues with the chips. These problems have caused Nvidia's stock to drop. Major cloud computing companies are waiting for revised versions or opting for older generations of Nvidia AI chips, impacting initial plans for large deployments.
Microsoft, Google, Amazon, and Meta have delayed orders of Nvidia's Blackwell GB200 racks due to overheating and connectivity issues with the chips. These problems have caused Nvidia's stock to drop. Major cloud computing companies are waiting for revised versions or opting for older generations of Nvidia AI chips, impacting initial plans for large deployments.
