Morgan Stanley: Supply Chain Checks Indicate That The 2U Air-Cooled Form Factor Of NVIDIA’s MGX GB200 NVL2 Still Suffers From “Thermal Issues”

Morgan Stanley has been quite loquacious on NVIDIA's Blackwell-related production hiccups, having recently penned an entire note on the minor irritants that collectively pushed back the GPU manufacturer's planned production…

Continue Reading Morgan Stanley: Supply Chain Checks Indicate That The 2U Air-Cooled Form Factor Of NVIDIA’s MGX GB200 NVL2 Still Suffers From “Thermal Issues”