在出口限制下,Nvidia面临主要客户因AI轮架问题造成的拖延。 Nvidia faces delays from major customers over AI rack issues, amid export restrictions.

由于过热和连接问题, Nvidia 的最大客户,包括微软,亚马逊,谷歌和 Meta, 正在延迟该公司最新的 AI 机架的订单, 代号为"Blackwell". Nvidia's largest customers, including Microsoft, Amazon, Google, and Meta, are delaying orders of the company's latest AI racks, codenamed "Blackwell," due to overheating and connectivity issues. 该报告导致Nvidia股份下降4%。 The report led to a 4% drop in Nvidia's shares. 尽管存在这些问题,Nvidia预计将超过Blackwell芯片的收入目标。 Despite the issues, Nvidia is expected to exceed its revenue target for the Blackwell chips. 美国政府也计划限制AI芯片出口, 可能会影响Nvidia的销售。 The U.S. government also plans to restrict AI chip exports, potentially impacting Nvidia's sales.