Nvidia is set to report its fiscal quarter results in the middle of this week, and there’s no better time for information sabotage than now. The Information publication decided to spoil the company’s reputation with a message that the design of server racks with Blackwell accelerators would have to be urgently revised due to cooling problems. This may cause delivery delays.
Image source: NVIDIA
On the other hand, a clearly resonant topic will not be ignored by Nvidia management, and therefore, from this point of view, the appearance of such rumors is timely. According to the source, the company’s partners will have to make changes to the design of Blackwell-based server systems at the final stages of their production. Previously, Nvidia management noted that the company expects to earn several billion dollars in the fourth quarter from the supply of Blackwell accelerators.
Reportedly, this time Nvidia did not notify customers about the possibility of delays in deliveries of Blackwell-based server systems. There were no official comments on this topic at the time of publication of the news, except for statements by Nvidia representatives to the Seeking Alpha resource, the essence of which was as follows: “Engineering changes are the norm and are always expected.” If information about changes in the design of server systems is confirmed, this will not be the first time that intervention has been necessary in preparation for mass production of Blackwell accelerators. The first defect, as noted earlier, was eliminated quite quickly.