NVIDIA’s GB200 AI servers, initially expected for a quicker release, are now projected to hit mass production between Q2 and Q3 2025 due to supply chain challenges. The servers’ advanced specifications, including fifth-generation NVLink and a high TDP of 140kW, contribute to the delay. This delay underscores the complexities of scaling cutting-edge technology. Cloud service providers are shifting towards liquid cooling to handle the increased thermal demands.
Boeing has announced a six-month delay in reaching its production target for the 737 MAX, citing challenges in ramping up production. The new target is to reach a monthly output of 42 jets by March 2025, instead of the previous goal of September 2024. This delay comes amidst a series of challenges including a mid-air incident in January, a potential strike by union workers, and a tentative labor agreement that has left many workers dissatisfied.
Nvidia has announced a delay in the production of its Blackwell GPUs, pushing back the start of full-scale shipments to the fourth quarter. The delay is attributed to changes in the GPU mask aimed at boosting production yields. Despite this, Nvidia expects substantial revenue from Blackwell in the final months of the year, and the company’s overall revenue outlook remains positive.
