Amazon’s cloud computing arm has halted orders of Nvidia’s most advanced “superchip” to wait for a more powerful new model, as investors fret about a dip in demand between the $2.3tn chipmaker’s product cycles.
The Silicon Valley-based chipmaker unveiled a new generation of processors dubbed Blackwell in March, barely a year after its predecessor Hopper began to be shipped to customers. Nvidia’s chief executive Jensen Huang said the new products would be twice as powerful for training large language models, the technology behind OpenAI’s ChatGPT.
Amazon Web Services, the world’s largest cloud computing provider, told the Financial Times that it had “fully transitioned” its previous orders for Nvidia’s Grace Hopper superchip, which was launched in August, and replaced them with its successor Grace Blackwell.