Nvidia has requested suppliers to redesign server racks for its new Blackwell chips due to overheating, raising concerns about potential delays in deliveries.
The Blackwell chips are essential for AI development, being at least twice as fast as the previous Hopper chips, attracting high demand from major companies.
Despite some investor concerns about Nvidia's valuation, analysts suggest that the introduction of Blackwell could significantly boost the company's stock price.
CEO Jensen Huang highlighted the extreme demand for Blackwell, stating it is sold out for the next year, showcasing the chip's importance in the market.
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