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Nvidia Says Its Blackwell Chip Is Fine, Nothing to See Here

Chip production delays and a rumored overheating issue haven’t slowed down Nvidia, which reported another quarter of blockbuster earnings and said Blackwells are now in the hands of Microsoft and OpenAI.

Chip giant Nvidia reported its third-quarter earnings earlier today, and all ears—and presumably some watch parties —were tuned in to try to determine what the company’s performance might mean for the near future of the artificial intelligence industry as a whole. As Silicon Valley giants raced to build new chatbots and image-generation tools over the past few years, Nvidia’s revenue exploded, allowing it to surpass Apple as the most valuable public company in the world. “I think the only way shareholders would have a mutiny is if they were concerned about the capital expenditures or the profitability of the hyperscalers,” Moorhead said, referring to big tech companies like Amazon, Google, Microsoft, and Meta that are heavily invested in AI cloud services.

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