On Monday, Nvidia Corp. (NASDAQ:NVDA) pushed back against a report saying that its next-generation Kyber AI server platform has been delayed by a year.
Nvidia Rejects Kyber Delay Claims
The dispute began after semiconductor research firm SemiAnalysis posted on X that Nvidia’s upcoming Kyber AI server system had encountered “massive delays” due to design-related manufacturing challenges, allegedly pushing its launch from 2027 to 2028.
Nvidia denied the claim. In a statement to Yahoo Finance, a company spokesperson said, “Our roadmap remains intact.”
The chipmaker did not elaborate further, but its response directly contradicted the report’s central claim that development had slipped by roughly a year.
Kyber is expected to debut alongside Nvidia’s Vera Rubin Ultra platform in the second half of 2027.
The new server design is intended to double GPU density by arranging server racks vertically, allowing up to 144 GPUs per server compared with 72 in current-generation systems.
Jim Cramer Turns Bullish As Analysts Parse Nvidia’s Wording
CNBC’s Jim Cramer wrote on X, “Nvidia says its roadmap intact. That, to me, means buy.”
Futurum Group CEO Daniel Newman took a more measured view, saying the phrase “roadmap is intact” leaves “some room for interpretation.”
He added that as a publicly traded company, Nvidia has a significant fiduciary responsibility to shareholders and faces substantial legal risks if it were to make misleading statements.
“Very unlikely NVIDIA didn’t carefully consider this before making its statement,” Newman wrote on X.
Meanwhile, Moor Insights & Strategy CEO Patrick Moorhead also weighed in, describing Nvidia’s statement as generally encouraging, writing that it “sounds positive.”
Why The Kyber AI Server Matters
Kyber represents a major step in Nvidia’s AI infrastructure strategy as demand for high-performance AI computing continues to surge.
Any delay to the platform could give rivals, including Advanced Micro Devices, Inc. (NASDAQ:AMD), additional time to narrow the gap in AI server hardware.
Price Action: Nvidia shares closed 0.37% higher at $195.55 on Monday and slipped 0.43% to $194.70 in after-hours trading, according to Benzinga Pro.
According to Benzinga Edge Rankings, Nvidia ranks in the 98th percentile for Growth, highlighting its strong long-term performance even as its short- and medium-term price trend has softened.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: bluestork on Shutterstock.com
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