It is said that the chip is full steam ahead

Towards a smooth H-series chips for the next generation: Nvidia’s Patrick Moorhead and the challenge of overheating

Nvidia’s H100 was its original winning AI product, though it took longer to see its current success; Huang says the company expects demand for its H-series chips to continue through most of next year.

We will deliver a little more Blackwells than we thought. Some of Nvidia’s most important customers, like Microsoft and OpenAI, have already received the new chips, and Blackwell sales could end up generating several billion dollars in revenue for the company next quarter, executives said.

Patrick Moorhead told WIRED that there were no major overheating issues among his manufacturing contacts. But it’s not unusual, he said, for there to be tension between design, engineering, and production when bringing a new chip design to market.

It is an old debate about is it a design issue? Is it a production issue? Moorehead said something. People are going to look for any type of smoke that can affectvidia’s growth thesis.