Nvidia wants everyone to know: the Kyber is still on track. The company issued a firm denial on July 6 after research firm SemiAnalysis published a report claiming the Kyber NVL144 AI server rack had been delayed by a full year, from 2027 to 2028, due to manufacturing complications with a critical printed circuit board component.
Investors apparently liked the sound of “nothing to see here.” Nvidia shares rose roughly 1% following the company’s statement that its product roadmap remains intact.
What SemiAnalysis claimed, and why it spooked the market
The SemiAnalysis report, published on July 6, pointed to difficulties with the Kyber rack’s multi-layer PCB midplane as the culprit behind the alleged delay. The Kyber NVL144 is designed to house Nvidia’s forthcoming Rubin Ultra chips in dense configurations built specifically for AI workloads.
That’s why the report caught attention across major financial outlets including CNBC and Seeking Alpha on the same day.
