NVDA Stocks Climb 1% as Nvidia Denies Kyber Rack Delay Report

Nvidia Corp. (NVDA) on Monday pushed back against a report claiming its next-generation Kyber rack-scale system had been delayed, with a company spokesperson stating the chipmaker's 'roadmap is intact.' The denial came a day after research firm SemiAnalysis reported on X that Nvidia's Kyber NVL144 rack, designed to house 2027 Rubin Ultra chips, has been pushed back by more than a year to 2028 due to manufacturing issues involving a critical circuit board. The response arrived amid heightened sensitivity among AI investors to signs of slowing momentum, with minor setbacks triggering sharp market reactions after a yearslong rally.

NVDA stocks rose about 1.4% on Monday before trimming some gains to 1% at the time of writing.

Nvidia Spokesperson Denies Kyber Delay in Bloomberg Statement

A Nvidia spokesperson told Bloomberg in an emailed statement that the company's 'road map is intact,' directly contradicting the delay claims. The statement provided no additional detail on manufacturing timelines or technical specifications.

SemiAnalysis Reports Kyber NVL144 Pushed to 2028

SemiAnalysis published a post on X on Sunday stating Nvidia's Kyber NVL144 rack has faced major setbacks and been delayed by more than 12 months, pushing it back to 2028. The post noted the delay came just three months after Jensen Huang demonstrated Kyber at the company's GTC event.

Kyber is a rack-scale system that packs 144 of Nvidia's most powerful chips into a single unit, enabling them to operate as one giant computer. According to the SemiAnalysis report, the delay stems from manufacturing challenges involving a critical circuit board at the heart of the system.

Stocktwits Poll Shows 41% Favor NVDA for Next Decade

On Stocktwits, retail sentiment for NVDA improved to 'neutral' from 'bearish' a day ago, while message volume was 'low' at the time of writing. A Stocktwits retail poll asking traders which semiconductor stock they would own for the next decade drew about 1,500 votes at the time of writing, with 41% choosing NVDA, followed by 33% for AMD, 16% for AVGO, and 10% for TSM.

NVDA stocks have gained 4.77% year-to-date and 24% in the past one year.

FAQ

What did Nvidia say about the Kyber delay report? A Nvidia spokesperson told Bloomberg in an emailed statement that the company's 'road map is intact,' denying the delay claims made by SemiAnalysis.

What is Nvidia's Kyber NVL144 rack? Kyber is a rack-scale system that packs 144 of Nvidia's most powerful chips into a single unit, enabling them to operate as one giant computer. It is designed to house the company's 2027 Rubin Ultra chips.

How did NVDA stocks perform on Monday? NVDA stocks rose about 1.4% on Monday before trimming gains to 1% at the time of writing. Year-to-date, the stock has gained 4.77%, and 24% over the past one year.