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.
The advisory said checks suggested that certain issues with GB200-based systems could result in a design change that could lower the addressable market for Amphenol and could significantly impact ...