Svmuu News NVIDIA A spokesperson responded that the company’s product roadmap remains unaffected. Previously, research firm SemiAnalysis reported that NVIDIA’s next-generation AI computing architecture, Kyber, may be delayed by 12 months to 2028 due to R&D setbacks; the architecture was originally planned for use in the next-generation RubinUltra GPU.Mizuho Securities analyst Jordan Klein noted that the market has repeatedly seen similar rumors of product delays at NVIDIA, and such reports are more like “attention-grabbing noise.”
The impact of the rumors was limited, and NVIDIA’s stock price still rose by about 1.2% during Monday’s trading session. Kyber is viewed as a major upgrade to NVIDIA’s data center architecture; it will adopt a new vertical rack design to increase computing density and reduce network latency, while also expected to drive demand across the data center co-packaged optics (CPO) supply chain. (Jin Shi)