Nvidia has encountered engineering challenges during the launch of its next-generation AI chip series Blackwell, leading to delays in the product release schedule and affecting market expectations. The main issue arises from the need to redesign an AI accelerator for compatibility with the Hopper H100 chip, as well as a processor combined with a graphics card that cannot be mass-produced due to technical problems. These challenges highlight the complexity of the technology innovation process. As a result, Nvidia's stock price dropped by 6.4%, while competitor AMD's stock price rose by 1.8%. Despite the delays, analysts believe that this...

NVIDIA showcased its new supercomputer Hopper in the MLPerf benchmark tests. Hopper is equipped with over 10,000 powerful H100 GPUs. Compared to Intel's Gaudi2, Hopper delivers 4 times the performance per dollar. Few vendors besides NVIDIA submitted results for MLPerf. While the MLPerf training benchmarks are increasingly losing comparative significance, Hopper still demonstrates superior computing power.

{Point 1: NVIDIA launched the GH200 Grace Hopper Superchip platform to meet the growing demand for generative AI. Point 2: NVIDIA introduced NVIDIA AI Enterprise 4.0, providing the tools needed for generative AI. Point 3: Huang Renxun announced NVIDIA's new products and updates, including AI Workbench, OpenUSD, and more.}