曝英伟达新款Blackwell AI芯片存过热问题，延误至明年1月发货_老虎社区_美港股上老虎

曝英伟达新款Blackwell AI芯片存过热问题，延误至明年1月发货

爱集微11-18

英伟达的下一代Blackwell AI芯片在安装在高容量服务器机架时面临严重的过热问题。这些问题已导致设计改变和延误，并引发谷歌、Meta和微软等客户担忧是否能够及时部署Blackwell服务器。知情人士透露，英伟达的Blackwell GPU在装有72个芯片的服务器中使用时会过热。这些设备预计每个机架消耗高达120kW。这些问题迫使英伟达多次重新评估其服务器机架的设计，因为过热会限制GPU性能并...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2484984026?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-18 10:58","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2484984026","market":"us","top_or_hot":-1,"title":"曝英伟达新款Blackwell AI芯片存过热问题，延误至明年1月发货","media":"爱集微","content":"<div>\n<p>英伟达的下一代Blackwell AI芯片在安装在高容量服务器机架时面临严重的过热问题。这些问题已导致设计改变和延误，并引发谷歌、Meta和微软等客户担忧是否能够及时部署Blackwell服务器。知情人士透露，英伟达的Blackwell GPU在装有72个芯片的服务器中使用时会过热。这些设备预计每个机架消耗高达120kW。这些问题迫使英伟达多次重新评估其服务器机架的设计，因为过热会限制GPU性能并...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241118105851a241612e&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>曝英伟达新款Blackwell AI芯片存过热问题，延误至明年1月发货</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曝英伟达新款Blackwell AI芯片存过热问题，延误至明年1月发货\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 10:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241118105851a241612e&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的下一代Blackwell AI芯片在安装在高容量服务器机架时面临严重的过热问题。这些问题已导致设计改变和延误，并引发谷歌、Meta和微软等客户担忧是否能够及时部署Blackwell服务器。知情人士透露，英伟达的Blackwell GPU在装有72个芯片的服务器中使用时会过热。这些设备预计每个机架消耗高达120kW。这些问题迫使英伟达多次重新评估其服务器机架的设计，因为过热会限制GPU性能并...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241118105851a241612e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0265550946.USD","symbol_name":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241118105851a241612e&s=b","article_id":"2484984026","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241118105851a241612e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2484984026","pubTimestamp":1731898705,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"英伟达的下一代Blackwell AI芯片在安装在高容量服务器机架时面临严重的过热问题。知情人士透露，英伟达的Blackwell GPU在装有72个芯片的服务器中使用时会过热。据报道，英伟达已经指示其供应商对机架进行多次设计更改以解决过热问题。因此，最终修订的英伟达Blackwell GPU在10月下旬才开始大规模生产，这意味着英伟达将能够从明年1月下旬开始发货这些芯片。Blackwell AI GPU的延误自然会影响到英伟达客户的计划和产品。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","2NVD.UK":"2X NVIDIA ETP","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","NVDU":"Direxion Daily NVDA Bull 2X Shares","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","SNVD.UK":"LS -1X NVIDIA","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVD3.UK":"LS 3X NVIDIA","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","NVDA":"英伟达","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVDS.UK":"LS -1X NVIDIA","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4581":"高盛持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4592":"伊斯兰概念","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVD":"GraniteShares 2x Short NVDA Daily ETF","BK4534":"瑞士信贷持仓","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"translate_title":"Nvidia's new Blackwell AI chip has overheating problems and delivery will be delayed until January next year","themeId":"6597e200adc85a6e9d339acd19d77501","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"英伟达的下一代Blackwell AI芯片在安装在高容量服务器机架时面临严重的过热问题。这些问题已导致设计改变和延误，并引发谷歌、Meta和微软等客户担忧是否能够及时部署Blackwell服务器。知情人士透露，英伟达的Blackwell GPU在装有72个芯片的服务器中使用时会过热。这些设备预计每个机架消耗高达120kW。这些问题迫使英伟达多次重新评估其服务器机架的设计，因为过热会限制GPU性能并存在组件损坏的风险。客户们担心这些挫折可能会阻碍他们在数据中心部署新芯片的时间表。据报道，英伟达已经指示其供应商对机架进行多次设计更改以解决过热问题。该公司与其供应商和合作伙伴紧密合作，开发工程修订版以改善服务器冷却。虽然这些调整对于如此大规模的技术发布是标准做法，但它们仍然增加了延误，进一步推迟了预期的发货日期。作为对延误和过热问题的回应，英伟达发言人表示，他们正在与云服务提供商合作，并将设计更改视为正常开发过程的一部分。这种与云服务提供商和供应商的合作旨在确保最终产品满足性能和可靠性的期望，因为英伟达继续努力解决这些技术挑战。此前，英伟达曾因芯片的良率设计缺陷而不得不推迟Blackwell的生产。英伟达的Blackwell B100和B200 GPU使用台积电CoWoS-L封装技术连接它们的两个芯片。该设计包括一个带有LSI(局部硅互连 )桥的RDL中介层，支持高达10TB/s的数据传输速度。这些LSI桥的精确定位对于该技术按预期运行至关重要。然而，GPU芯片、LSI桥、RDL中介层和主板基板的热膨胀特性的不匹配导致了翘曲和系统故障。为了解决该问题，英伟达修改了GPU硅的顶层金属层和凸块结构，以提高生产可靠性。因此，最终修订的英伟达Blackwell GPU在10月下旬才开始大规模生产，这意味着英伟达将能够从明年1月下旬开始发货这些芯片。英伟达的客户，包括谷歌、Meta和微软等科技巨头，使用英伟达GPU训练他们最强大的大语言模型。Blackwell AI GPU的延误自然会影响到英伟达客户的计划和产品。（校对/张杰）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}