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NVIDIA denies Kyber NVL144 delay, reaffirms roadmap
SemiAnalysis reported that NVIDIA's Kyber NVL144 AI chip rack is delayed to 2028 and the NVL72x2 backup design is canceled due to manufacturing issues. NVIDIA denies the report, stating its product roadmap remains unchanged.
Heat
52
Confidence
80%
Evidence
4
Updated
Why It Happened
SemiAnalysis published a detailed analysis claiming manufacturing problems with the Kyber NVL144 midplane PCB and cancellation of the NVL72x2 rack, as well as a reduction of the Rubin Ultra to a 2-die version. NVIDIA responded by denying the claims and reaffirming its roadmap.
Outcome So Far
NVIDIA's stock was recommended by Jim Cramer based on the reaffirmed roadmap and continued demand from hyperscalers.
Actors
NVIDIAThe AI infrastructure for sovereign innovationDesigner of the GPUs that power most modern AI training and inference. Central to the AI compute supply chain, frequently cited in crypto news around AI-narrative tokens, decentralized GPU networks, and tokenized compute.
SESemiAnalysisresearch firm publishing report
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SemiAnalysis report on Kyber NVL144 delay
SemiAnalysis publishes a detailed thread claiming NVIDIA's Kyber NVL144 rack is delayed over 12 months to 2028 due to PCB midplane manufacturing issues, the NVL72x2 backup design is canceled, and the 4-die Rubin Ultra is cut to a 2-die version.
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