英伟达否认Kyber延期传闻：产品路线图未受影响

Odaily News NVIDIA spokesperson responded that the company's product roadmap remains unaffected. Previously, research firm SemiAnalysis stated 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 the next-generation RubinUltraGPU. Mizuho Securities analyst Jordan Klein said that similar rumors of NVIDIA's new product delays have appeared multiple times in the market, and such news is more like "attention-grabbing noise."

With limited impact from the rumors, NVIDIA's stock still rose about 1.2% during Monday's trading session. Kyber is considered an important upgrade to NVIDIA's data center architecture, adopting a new vertical rack design to increase computing density and reduce network latency, while also expected to drive the demand for data center Co-Packaged Optics (CPO) supply chain. (Jin Shi)