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

ON 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 general-purpose processor. Nvidia probably sold over 600,000 Blackwells and nearly as many GBs, nearly 20% more than last quarter, accounting for almost 60% of total revenue. It is on track to sell 2.7m and 2.4m, respectively, this year.

Feuds, grudges and revenge

Lawyers for Susan Monarez say ‘she remains as CDC Director’, only Trump has power to ‘fire her’