NVIDIA providers solve the AI ​​’raf’ problems to push the problems

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NVIDIA suppliers, postponed solutions to technical problems in postpone technical problems, and the United States accelerates the production of “Rafs” after the solution of technical issues that strengthen global sales boosts.

Semiconductor giant partners – Foxconn, Inventec, NVIDIA, which is familiar with groups in groups, made a number of improvements that allow the Sent “Blackwell” EU servers.

The final adjustments give impetus Chief Executive Jensen HuangTop Blackwell last year Hope and great language models will enhance the calculation power needed to prepare and use.

At the end of last year, the technical problems violated the production of the US company by threatening its annual sales targets.

GB200 AI Rack includes 36 “Grace” center processing sections and 72 blackwell graphics processing sections connected via NVIDIA’s Nvlink communication system.

Speaking at the Computex Conference in Taipei last week, Nvidia’s Taiwanese partners Foxconn, inventor and Wistro, said that the GB200 shipments were sent at the end of the first quarter. The production capacity is growing rapidly, they added.

“Our internal tests showed contact problems ….

Development is based on the quarterly benefits of NVIDIA, the investors will follow the signs that continue in the pace after the beginning technical problems.

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NVIDIA supply chain partners, 72 high-performance GPUs, including excessive warming in liquid cooling systems, have spent several problems with GB200 racks.

The engineers also showed program errors and intercostal contact problems due to the complexity of the synchronization of so many processors.

“This technology is really complicated. No company did not try to work on a server and such a server at the same time,” said Chu Wei-Chia, Taipei-based analyst in the consultant sematalysis.

“NVIDIA did not allow the supply chain to be fully prepared. Horrors. The risk of inventory around the GB200 will be facilitated in the second half of the manufacturers,” the risk of comfort in the second half of the year, “he said.

To ensure a smooth placement for large customers such as Microsoft and Meta, suppliers do not work more checks to ensure the operation of racks for AI workload before sending.

NVIDIA is also preparing to play advanced memory capabilities and the next generation GB300 AI rack, designed to manage more complex thinking models such as Openai’s 01 and DeepSeek R1. Huang said that GB300 will start last week in the third quarter.

In a proposal to speed up the placement, the NVIDIA gave a compromise in aspects of the GB300 design. Initially, he planned to present a new chip board plan known as Cordelia, which allows the individual GPU to change.

However, in April, the company told the partners that before the “Bianca” design returns – according to two suppliers, the GB200 is used.

The decision can help NVIDIA achieve its sales goals. In February, the company said that the 65-percent record figure in the end of the year in the end of the year, about $ 43 billion a year.

Analysts said that the Cordine board will offer potential for better margins and facilitate customers’ maintenance.

Nvidia did not leave Cordelia and the next generation intends to re-design within the next generation AI chips, according to three people who are familiar with this issue.

Separately, NVIDIA, after A, works to replace income loss in China Ban to US government About the export of H20 chip – a water-watered version of AI processors. The company said that $ 5.5 billion will spend $ 5.5 billion in connection with the ban due to inventory writing and apple liabilities.

Last week’s bank analyst Vivek Arya, China’s ratio of 71 percent for the number of sales hits in 58 percent of NVIDIA.

However, he wrote that Blackwell’s expected board was faster, due to the company’s expected board.