NVIDIA Denies Kyber Delay Rumors; Product Roadmap Unaffected

KuCoinFlash

Release Time:

Summary

NVIDIA denied recent rumors of a Kyber delay, stating that its product roadmap remains unchanged. Earlier reports suggested a 12-month postponement to 2028, but Mizuho’s Jordan Klein dismissed such claims as typical "attention-grabbing noise." Despite the speculation, NVIDIA shares rose 1.2% on Monday. Kyber, a key data center upgrade, features a vertical rack design to increase computing density and reduce latency, potentially boosting demand for co-packaged optics (CPO). Traders monitoring altcoins may note that the Fear & Greed Index remains skewed toward optimism in the broader crypto market.

Odaily Planet Daily report: An NVIDIA spokesperson responded that the company’s product roadmap remains unaffected. Previously, research firm SemiAnalysis claimed that NVIDIA’s next-generation AI computing architecture, Kyber, has encountered development setbacks and may be delayed by 12 months until 2028; the architecture was originally planned for use in the next-generation Rubin Ultra GPU. Mizuho Securities analyst Jordan Klein stated that market rumors of NVIDIA product delays have surfaced multiple times before, and such reports are more like “sensational noise.”

Despite limited impact from rumors, NVIDIA's stock rose approximately 1.2% during Monday trading. Kyber, seen as a significant upgrade to NVIDIA’s data center architecture, will adopt a new vertical rack design to enhance computing density and reduce network latency, while also expected to drive demand along the co-packaged optics (CPO) supply chain for data centers. (Jinshi)

Source:Show original

Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information. Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.