The server rack Nvidia designed for Blackwell —which can connect up to 72 GPUs at a time—is reportedly causing the overheating issue. Nvidia has repeatedly redesigned the racks, which could result in GPU server shipments being delayed and new Google, Microsoft, or Meta data centers may not be able to open on schedule.

Nvidia is back in the spotlight this week as it prepares to report earnings. Sales of its Blackwell chips are likely to be the key variable as the market gauges how long the chip maker will dominate the artificial-intelligence hardware market.