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A power shortage could short-circuit Nvidia's rise
Too many chips, too little juice
Its latest Blackwell graphics-processing units (GPUs), whose unrivalled number-crunching prowess has won over artificial-intelligence modellers, are flying off the shelves. Nvidia probably sold over 600,000 Blackwells and nearly as many GBs, nearly 20% more than last quarter, accounting for almost 60% of total revenue. This article appeared in the Business section of the print edition under the headline “Nvidia’s big short circuit”
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