NVIDIA Blackwell AI Servers Resume After Issue Fix
Introduction
Artificial intelligence (AI) is revolutionizing industries across the globe, and at the heart of this transformation are cutting-edge technologies like NVIDIA's Blackwell AI servers. These servers are pivotal in enabling enterprises to transition their IT infrastructure into what NVIDIA CEO Jensen Huang calls "AI factories," where AI is integral to every aspect of business operations[1]. However, recent challenges, including overheating issues, have threatened the production of NVIDIA's Blackwell AI servers. In this article, we'll delve into the latest developments, including how key supply chain partners like Foxconn have addressed these issues, and explore the broader implications of this technology.
Background: The Blackwell Architecture
NVIDIA's Blackwell architecture is a significant advancement in AI computing, designed to unlock the full potential of AI in data centers. Built on the Blackwell architecture, NVIDIA RTX PRO Servers are part of a broader strategy to accelerate AI adoption across industries. These servers are engineered to run virtually every enterprise workload, shifting the focus from CPU-based systems to efficient GPU-accelerated infrastructure[1].
Overcoming Challenges: Overheating and Supply Chain Issues
In early 2025, NVIDIA faced a setback with reports of overheating and glitching issues affecting their Blackwell AI servers. This led to major customers like Microsoft and Google reconsidering their orders[5]. However, recent developments indicate that key supply chain partners have begun addressing these issues. For instance, Foxconn, a major manufacturing partner, has been working to resolve these problems, ensuring that production can resume smoothly.
Current Developments: Production Resumption and Blackwell Ultra
As of May 2025, NVIDIA's efforts to resolve production issues have been successful, with the company announcing that RTX PRO Servers are now in volume production[2]. This is a significant step forward, as it positions NVIDIA to meet the growing demand for AI infrastructure. Moreover, NVIDIA has introduced the Blackwell Ultra platform, which boosts AI performance by enabling more compute during inference and supports advanced AI applications like AI reasoning and agentic AI[3].
Future Implications: The Age of AI Reasoning
The introduction of Blackwell Ultra marks a new era in AI computing, where the focus is on AI reasoning and agentic AI. These applications require orders of magnitude more computing power, and Blackwell Ultra is designed to meet this demand[3]. With the ability to scale inference and improve accuracy, Blackwell Ultra is poised to revolutionize industries by enabling AI systems to reason and make decisions more effectively.
Real-World Applications and Impact
NVIDIA's Blackwell AI servers and the broader Blackwell Ultra platform are not just technological advancements; they have real-world implications. For instance, companies can use these servers to build AI-native products, automate factories, and infuse AI into their workforce[1]. The shift towards AI factories is expected to transform industries, from manufacturing to healthcare, by making AI a central component of business operations.
Statistics and Data Points
- Shipment Forecasts: Despite initial setbacks, NVIDIA is expected to ship millions of Blackwell GPUs in 2025, with forecasts indicating between 25,000 to 35,000 GB200 NVL72 cabinets[4].
- Performance: The Blackwell Ultra platform offers 1.5x more AI performance than its predecessor, significantly expanding NVIDIA's revenue opportunity for AI factories[3].
Comparison of NVIDIA's AI Solutions
| Feature | Blackwell | Blackwell Ultra |
|---|---|---|
| Architecture | NVIDIA Blackwell | NVIDIA Blackwell Ultra |
| AI Performance | High | 1.5x more than Blackwell |
| Applications | AI training and inference | AI reasoning, agentic AI |
| Availability | Initially faced production issues | Available from partners starting second half of 2025[3] |
Conclusion
NVIDIA's Blackwell AI servers, particularly with the advancements of Blackwell Ultra, are at the forefront of the AI revolution. As the technology continues to evolve, overcoming challenges like overheating and supply chain issues will be crucial. With key partners like Foxconn addressing these challenges, NVIDIA is well-positioned to meet the burgeoning demand for AI infrastructure. As AI continues to transform industries, NVIDIA's commitment to innovation will be pivotal in shaping the future of AI computing.
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