Nvidia Denies Kyber Delay Rumors: Product Roadmap Unaffected
Odaily Planet Daily News A Nvidia spokesperson responded that the company's product roadmap remains unaffected. Earlier, research institution SemiAnalysis claimed that Nvidia's next-generation AI computing architecture, Kyber, might face a 12-month delay in its release until 2028 due to R&D setbacks. The architecture was originally planned for the next-generation Rubin Ultra GPU. Mizuho Securities analyst Jordan Klein stated that the market has repeatedly seen similar rumors about delays in Nvidia's new products, and such news is more akin to "eye-catching noise."
With limited impact from the rumors, Nvidia's stock price still rose about 1.2% during Monday's trading session. Kyber is regarded as a significant upgrade to Nvidia's data center architecture, adopting a brand-new vertical rack design to enhance computing density and reduce network latency. It is also expected to drive demand in the data center co-packaged optics (CPO) supply chain. (Jin Shi)
