NVIDIA suppliers solve the “Raf Roba” international problems in increasing sales

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NVIDIA suppliers accelerate the production of the leading artificial intelligence data center after solving the technical problems that led to the delay of shipments, as the American chip maker intensifies its global sales boost.

Semiconductor GIANT – including Foxconn, Inventec, Dell and Wistron – made a series of breakthroughs that allowed them to start shipments from the expected “Blackweell” servers from NVIDIA, according to several familiar people with developments in the groups.

Recent reforms are a batch of CEO Hennish Huangfrom Blackwail unveiled last year Its promise will significantly increase the strength of the computing needed to train and use large language models.

The technical problems that appeared at the end of last year have disrupted their production, which threatened the ambitious annual sales goals of the American company.

The GB200 AI 36 shelf includes the “GRACE” and 72 BlackWell’s central processing units connected to the NVIDIA NVLINK connection system.

Speaking at the Computex Conference in Taipei last week, the Taiwanese NVIDIA, Inventec and Witron partners said that GB200 shelves started at the end of the first quarter. They added that the production capacity is quickly expanded.

“Our internal tests have shown communication problems … The supply chain cooperated with NVIDIA to solve the problems that occurred two to three months ago,” said an engineer at a manufacturer of partners in NVIDIA.

Development comes before the quarterly NVIDIA profits on Wednesday, as investors will monitor signs that Blackwele shipments are running quickly in the wake of the initial technical problems.

The Kingdom of Saudi Arabia and the United Arab Emirates recently Plans announced To get thousands of Blackwell chips during President Donald Trump’s tour in the Gulf, where NVIDIA looks beyond the major “excessive” companies to the nation diversification Its customer base.

The NVIDIA supply chain partners have spent months facing many challenges with GB200 shelves, including high temperature resulting from high -performance graphics processing units 72, and leaks in liquid cooling systems.

Engineers also cited software cells and communication problems between the chip that arises from the complexity of such a large number of processors.

“This technology is really complicated. No company has tried to make many artificial intelligence treatments simultaneously operate in a server before, and in such a short time frame,” said Zhu Wei Chia, an analyst who takes Taipei in a half -consulting.

“NVIDIA has not allowed the supply chain enough to be completely ready, and then delay. The inventory risk of GB200 will disappear as manufacturers increase the production of shelf in the second half of the year,” Zhu added.

To ensure a smoother deployment of major customers such as Microsoft and Meta, the suppliers have strengthened the test protocols before shipping, running more examination to ensure the job of shelves for the burdens of artificial intelligence work.

NVIDIA is also preparing to launch the GB300 AI rack of the next generation, which features an improved memory capabilities and designed to deal with the most complex thinking models such as Openai’s 01 and Deepseek R1. Huang said last week that GB300 would be launched in the third quarter.

In an attempt to accelerate the publication, NVIDIA was at risk of GB300 design. She had initially planned to introduce a new chip -panel design, known as “Cordelia”, allowing the replacement of individual graphics processing units.

But in April, the company told the partners that it would return to the former “Bianca” design – used in the current GB200 shelf – due to installation problems, according to suppliers.

The NVIDIA decision can help achieve its sales goals. In February, the company said it was aimed at about $ 43 billion of sales for a quarter until the end of April, a record that will become about 65 percent year on year.

Analysts said that the Curdelia Council would have saved better margins and easier for customers to maintain maintenance.

NVIDIA Cordelia has not gave up and the suppliers told that she intended to implement the design in AI chips from the next generation, according to three people who are aware of this issue.

Separately, NVIDIA works to compensate for revenue losses in China, after a Ban US government On H20 SIM exports-a reduced version of AI processors. The company said it expects to bear $ 5.5 billion of fees related to the ban, due to the removal of inventory and purchase obligations.

Vivek Aria, Bank of America analyst, wrote that China sales will decrease the total number of Nafidia for a quarter of 71 percent by the company to about 58 percent.

But he wrote that a faster group than Blackwell is because the company returns to the Bianca plates could help compensate for the revenues of China in the second half of the year.