Nvidia (NASDAQ:NVDA) has halted development of its GB200 NVL36*2 dual-rack 72 GPUs, TF International Securities analyst Ming-Chi Kuo said on Tuesday. Shares fell 3.5% in late morning trading.

So far, Nvidia has introduced two 'reference' AI server cabinets based on its Blackwell architecture: the NVL36, equipped with 36 B200 GPUs, which is expected to cost from $2 million ($1.8 million ...

NVIDIA's various Taiwan-based systems and AI server part suppliers (cabinets, assembly, liquid cooling components, and more) expects orders for GB200 NVL36 AI servers to start in mid-September ...