Morgan Stanley has been quite loquacious on NVIDIA's Blackwell-related production hiccups, having recently penned an entire note on the minor irritants that collectively pushed back the GPU manufacturer's planned production ramp-up for its latest Blackwell GPUs. Now, the Wall Street titan is out with another investment note, this time leveraging its channel checks to expound on NVIDIA's ongoing "technical challenges" vis-a-vis the GB200 NVL-based servers. As a refresher, while announcing its earnings for the June-ending quarter, NVIDIA confirmed the rumors of a minor Blackwell design flaw, but noted that the shortcomings were rectified by making a few minor changes to […]