NVIDIA Denies Kyber Delay Rumors: Product Roadmap Unaffected

Odaily Planet Daily News A spokesperson for NVIDIA responded, stating that the company's product roadmap remains unaffected. Previously, research firm SemiAnalysis claimed that the launch of 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 RubinUltra GPU. Mizuho Securities analyst Jordan Klein stated that the market has seen similar rumors of NVIDIA product delays multiple times, and such news is more like "attention-grabbing noise."

With limited impact from the rumors, NVIDIA's stock price still rose approximately 1.2% during Monday's trading session. Kyber is considered a significant upgrade to NVIDIA's data center architecture, featuring a new vertical rack design to enhance computing density and reduce network latency. It is also expected to drive demand for the data center co-packaged optics (CPO) supply chain industry. (Jin Shi)