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186 How Nvidia and Big Customers Finally Conquered Blackwell ‘Challenges’

The Information
Qianer Liu @ The Information 1 place · 02/06/2026 09:00 EDT

A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier generation of AI server chips to a newer one, known as Blackwell, was “challenging” for the company’s customers because of the chips’ greater complexity. “The chassis, the architecture of the system, the hardware, the power delivery, all of that had to change” to improve chip performance, he said.

Indeed, for some marquee Nvidia customers, getting Blackwell servers up and running has been a source of frustration. Open

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