NVIDIA’s GB200 thermal challenges have made Co-Packaged Optics (CPO) technology a key topic in the tech industry. According to Commercial Times, NVIDIA plans to unveil a new CPO-based switch at the March GPU Technology Conference (GTC), with mass production slated for August. Suppliers like TSMC a...

According to Reuters, citing The Information, NVIDIA’s major customers, cloud service providers (CSPs) such as Microsoft, Amazon, Alphabet's Google, and Meta Platforms are reportedly scaling back orders of the company’s latest “Blackwell” racks due to overheating problems. Initial shipme...

As NVIDIA is gradually ramping up AI servers based on the B200 and GB200 platforms, the U.S. chip giant is expected to unveil its next-gen GB300 AI server product line at the GTC conference in March, 2025. According to a report from the Economic Daily News, NVIDIA has preliminarily finalized the ord...

As demand for artificial intelligence continues to surge, the industry's appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdl...

According to a report by Commercial Times, as NVIDIA's GB200 is set to officially ship by the end of this year and gradually ramping up in 2025, it is anticipated to usher in a new era of liquid cooling. TrendForce predicts that the liquid cooling penetration will rise from 11% in 2024 to 24% ...