Nvidia has rejected claims that its next-generation AI rack systems face delays until 2028, contrary to allegations made by research firm SemiAnalysis. The firm claimed that manufacturing setbacks have hit the Kyber NVL144 architecture, resulting in a delay of over 12 months. Nvidia’s supply chain was affected by the report, with Japan’s Ibiden falling as much as 10% on Monday, and Kingboard Laminates tumbling 18% in Hong Kong.
SemiAnalysis Claims
SemiAnalysis blamed persistent manufacturing problems with the system’s complex PCB midplane for the delay. The firm also claimed that Nvidia scrapped its NVL72x2 back-to-back rack after pushback from hyperscaler customers. Nvidia disputed the claims, telling media outlets that its roadmap remains intact.
Jim Cramer Backs Nvidia
Jim Cramer has reaffirmed his bullish stance on Nvidia, urging investors to buy the stock despite the claims of delays. He told CNBC that chip stocks are staging a “revenge trade” after last week’s “misguided selling.” The Philadelphia Semiconductor Index gained 87.8% in the second quarter, its best quarter since records began in 1994. Nvidia’s stock traded near $196.58, up almost 2% over the last 24 hours.
Based on reporting from crypto.news.
