Taiwanese server manufacturers have refuted recent claims of overheating issues and production delays surrounding NVIDIA’s GB200 AI servers, asserting that production is proceeding as scheduled. This statement counters speculation that has persisted since late 2024 about design flaws and supply chain disruptions affecting NVIDIA’s latest AI server offerings.
Rumors and Manufacturer Response
Concerns about the GB200 AI servers first surfaced in Q4 2024, with reports suggesting NVIDIA limited initial shipments due to alleged server issues.
Although NVIDIA previously stated that these problems were resolved, renewed claims of flaws have reportedly led major tech players like Microsoft, Amazon, and OpenAI to reduce their GB200 orders.
However, a report by Taiwan Economic Daily, citing Taiwanese server manufacturers, challenges these allegations.
Manufacturers dismissed the rumors as baseless, questioning their recurrence and asserting, “How many times will the same rumor happen?” They further emphasized that production schedules remain unaffected, directly contradicting perceptions of widespread problems.
Market Impact and Supply Chain Challenges
Despite assurances from manufacturers, skepticism persists in the market. Reports from late 2024 highlighted a potential design flaw in NVIDIA’s Blackwell servers, linked to TSMC’s chip interconnect technology.
These issues have prompted some customers to scale back GB200 orders significantly. For example, Microsoft initially planned to deploy over 50,000 GB200 AI cabinets but has reportedly reduced this figure substantially.
In response, some companies have opted to stick with NVIDIA’s older Hopper-generation AI solutions, which continue to perform reliably in demanding applications. This shift indicates potential hurdles for the widespread adoption of Blackwell-based servers.
What Lies Ahead for NVIDIA
The future of NVIDIA’s GB200 AI servers remains uncertain. With AI infrastructure rapidly scaling up in recent years, occasional supply chain and design challenges are almost inevitable.
However, given NVIDIA’s dominance in the AI hardware market and its extensive resources, many industry observers anticipate that the reported flaws will be addressed promptly.
Whether these challenges will significantly impact NVIDIA’s revenue remains unclear, but the company’s ability to reassure partners and maintain production momentum will be critical in sustaining its leadership in AI server technology.
