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Nvidia Denies Reports of Kyber Server Delay as Shares Rebound
Nvidia firmly denied a SemiAnalysis report claiming its next-generation Kyber server system faces a delay of more than a year, saying its roadmap remains unchanged. The company responded a day after the report triggered a sell-off across chip stocks.
Nvidia has officially denied a report from analytics firm SemiAnalysis claiming that its next-generation Kyber server system faces a delay of more than a year. A company spokesperson gave Yahoo Finance an unequivocal statement: the product roadmap remains unchanged.
The dispute concerns the Kyber architecture, a server rack designed for next year's Rubin Ultra chips, the successor to the current Vera Rubin platform that only recently entered full production. Kyber is meant to be a key building block of the infrastructure hyperscalers are using to build the next generation of AI data centers.
What SemiAnalysis claims
According to SemiAnalysis, the source of the problem is the midplane board, the central component of Kyber's design that links its compute elements together. The firm describes it as extraordinarily difficult to manufacture: three 26-layer sections laminated together into a single 78-layer stack spanning nearly a square meter, with trace spacing around 25 microns and impedance tolerance held within 5 percent to preserve signal integrity at 448 Gb/s.
The analysts also say Nvidia considered a plan B, combining two currently produced server racks to achieve similar compute power, but dropped the idea after sharp pushback from cloud providers and hyperscalers, who reportedly criticized the unusual design and the heavy operational burden such a setup would create.
Nvidia's response
Nvidia did not let the report go unanswered. A company spokesperson gave Yahoo Finance a brief but unambiguous statement, later repeated across several financial outlets.
Our roadmap remains unchanged - Nvidia spokesperson, in a statement to Yahoo Finance
Market reaction
The SemiAnalysis report, published a day earlier, triggered a sell-off across the chip sector, with investors worried that a delay to Nvidia's key infrastructure would open the door for competitors, including AMD and Google's own chips. After Nvidia denied the report, its shares rebounded, and market commentators, including Jim Cramer, recommended buying.
The episode shows how sensitive the AI market has become to rumors about product timelines. Nvidia has kept up the industry's fastest cadence of new platform launches for months, and any hint of a possible slip immediately moves valuations, not just for the company itself but across the entire supply chain, from PCB manufacturers to cloud providers planning hardware purchases years in advance.
Why it matters for the industry
For companies planning investments in AI infrastructure, including in Poland, where a growing number of businesses and institutions are considering building or leasing compute capacity for language models, the dispute over Kyber's timeline is a reminder that schedules for the most advanced hardware platforms remain uncertain even for the market leader. Kyber's final launch date is still not publicly confirmed, regardless of either side's statements.
Sources: Yahoo Finance (finance.yahoo.com), CNBC (cnbc.com), Tom's Hardware (tomshardware.com)
