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A delay to the system does not imply weak capital expenditure, but means the next-gen AI system architecture would take longer, an analyst said
Bloomberg
Asian technology stocks slumped after a report that Nvidia Corp’s next-generation artificial intelligence (AI) server rack system has been delayed by more than a year due to manufacturing difficulties. Research firm SemiAnalysis said in a social media post that Nvidia’s Kyber NVL144 hit setbacks in the construction of printed circuit boards (PCBs) for the platform. Nvidia did not respond to a request for comment outside of regular office hours.
The Nvidia Corp logo is pictured on a server rack displayed at the company’s product showcase event in Taipei on May 29.
