➀ NVIDIA's Blackwell AI servers are experiencing overheating and architectural flaws; ➁ Major customers like Amazon, Google, Meta, and Microsoft are reducing orders; ➂ NVIDIA CEO acknowledges a design flaw, delaying mass production until Q2 or Q3 2025.

➀ Apple is reportedly in talks with Foxconn; ➁ to manufacture AI servers in Taiwan; ➂ as part of its strategy...

➀ SuperMicro unveils its new NVIDIA GB200 NVL72 SuperCluster, a liquid-cooled Exascale Compute system in a single rack; ➁ The system includes 72 NVIDIA Blackwell B200 GPUs and offers high-speed interconnects; ➂ Supermicro provides end-to-end liquid-cooling solutions and comprehensive deployment services.

1. NVIDIA is projected to generate $210 billion in revenue from selling 60,000 to 70,000 Blackwell GB200 AI servers in 2025. 2. Each server costs between $2 million and $3 million. 3. Morgan Stanley predicts a significant increase in global supply chain orders for AI servers, with NVIDIA further dominating the AI market.

1. NVIDIA's GB200 Superchip faced shipping delays due to liquid cooling system leaks in AI server cabinets. 2. Taiwanese manufacturers Shuanghong and Qihong are involved in emergency repairs. 3. The issue was detected before mass production, ensuring no impact on shipping times.