美媒披露：英伟达新型AI芯片面临延迟交付，并遇到配套服务器过热问题

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【环球时报综合报道】美国科技财经新闻媒体“信息网”17日披露，英伟达新一代Blackwell人工智能（AI）图形处理器已经面临延迟交付，并且遇到了配套服务器过热的问题，导致一些客户担心他们没有足够的时间让新的数据中心启动和运行。知情人士透露，其装入可容纳多达72颗芯片的服务器机架时会出现过热。包括英伟达员工、客户和供应商在内的多条信源称，英伟达已多次要求供应商调整机架设计，以期解决这一问题；不过...

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Blackwell人工智能芯片于今年3月发布。英伟达官网称其将“打破生成式AI和加速计算的壁垒”，带来“突破性进步”。据称，Blackwell用作培训大语言AI模型，其速度比英伟达上一代芯片H100的速度快2.5倍。该芯片此前预计发货时间为今年第二季度。路透社称，包括元宇宙、谷歌和微软等在内的科技巨头均受到影响。  “投资百科网”17日刊文称，英伟达定于美国时间本周三美股收盘后披露第三季度业绩。这是英伟达股票被纳入道指之后的首份财报，市场高度关注。不过，就在财报发布前3天，却爆出了Blackwell芯片的最新不利消息。投资人还将密切关注Blackwell芯片的出货情况。报道还称，尽管在AI和数据中心需求旺盛推动下，英伟达营收或将进一步增长。但摩根士丹利分析师预警称，供应链限制性因素可能影响英伟达股价短期走势预期。摩根资产管理分析师则称，尽管英伟达目前领先优势明显，但后续面临一众竞争对手的挑战。多家半导体公司、云服务提供商正在加紧抢占英伟达的市场份额。     此外，英伟达面临的监管风险也不容小觑。彭博社于今年9月初披露，由于怀疑英伟达涉嫌垄断市场，美国司法部已向该公司发出传票，且调查人员一直在联系其他科技公司收集英伟达涉垄断相关信息。不过，英伟达公司已向媒体辟谣，称并未收到美国司法部的传票。本月初，美国最高法院对一场英伟达涉证券欺诈的旧案展开分析。2018年，黄仁勋曾宣称英伟达业绩持续受加密币挖矿影响，后被指言过其实，导致英伟达背上证券欺诈官司。美国最高法院本月初的研究并未得出结论，也未支持英伟达方撤销诉讼的要求。(甄翔）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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