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How a power shortage could short-circuit Nvidia’s rise

Too many chips, too little juiceON AUGUST 27TH Nvidia performed what has become a quarterly ritual beating of expectations. Analysts forecast that the chipmaker would sell $46bn-worth of semiconductors in the three months to July. It made closer to $47bn. Its latest Blackwell graphics-processing units (GPUs), whose unrivalled number-crunching prowess has won over artificial-intelligence modellers, are flying off the shelves. So are its GB-series AI superchips, which combine two Blackwells with a...

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