Taiwanese Manufacturers Deny NVIDIA GB200 AI Server Overheating Issues Amid Conflicting Reports

Recent rumors suggesting NVIDIA’s GB200 AI servers suffer from critical design flaws and overheating appear to clash with statements from Taiwanese server manufacturers. According to a new report from Taiwan Economic Daily, several unnamed server builders have stepped forward to dismiss the speculation as “purely speculative,” claiming that production is on schedule and unaffected by alleged hardware problems.

However, the supply chain paints a more complicated picture. Various reports, including some indicating that major clients like Microsoft, Amazon, and OpenAI have scaled back or even canceled a portion of their GB200 rack orders, suggest possible instability in the market. Microsoft was earlier rumored to adopt over 50,000 GB200 AI cabinets but has reportedly reduced that figure significantly. Some customers are also revisiting the idea of using NVIDIA’s older Hopper-generation solutions due to doubts concerning the reliability of the Blackwell-based servers.

These conflicting perspectives come on the heels of repeated assertions that NVIDIA’s next-generation Blackwell (GB200) is experiencing design issues related to chip interconnect packaging (tied to TSMC’s CoWoS technology). NVIDIA initially claimed it had resolved the flaws. Yet new reports imply the problems may be resurfacing, fostering a sense of market unease.

It remains uncertain how or if these complications will translate into lower revenue for NVIDIA, whose AI dominance rests heavily on the success of Blackwell. Given the heightened demand for AI infrastructure, any persistent hardware problem could dent Team Green’s near-term advantage. At the same time, Taiwanese manufacturers stand firm in their denials, highlighting that no verifiable disruptions have emerged so far. Ultimately, the true condition of NVIDIA’s GB200 AI servers—and how the firm manages potential setbacks—will become clearer in the coming months as more shipments hit the market.

Do you believe Taiwanese manufacturers’ claims that everything is on track with NVIDIA’s GB200 AI servers, or do you find the widespread rumors of flaws more convincing? Let us know in the comments below!