NVIDIA Blackwell NVL72 Delayed to Q1 2025 After Overheating Forces Major Redesign

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NVIDIA launched its Blackwell platform in March 2024, targeting mass production of the NVL72 rack — housing 72 GB200 GPUs — in the second half of 2024. Early silicon validation revealed that the rack's power density of over 120kW exceeded conventional air-cooling limits, triggering a significant thermal redesign confirmed by NVIDIA on August 18, 2024. The fix involves switching to direct-to-chip liquid cooling with new cold-plates, requiring fresh thermal-mechanical-electrical co-design validation and pushing mass shipments to Q1 2025. Major hyperscalers reacted cautiously, with Microsoft reportedly reducing GB200 orders, Meta delaying large cluster buildouts, and Google accelerating deployment of its TPU v6e as an alternative. Analysts at Morgan Stanley and Goldman Sachs estimated a potential $3–5 billion revenue impact for Q4 2024, though long-term demand for AI compute remains strong provided the redesigned NVL72 v2 ships on schedule.

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