Nvidia NASDAQ:NVDA stock remained in focus after the AI chipmaker pushed back against a report claiming its next-generation Kyber AI server platform could be delayed because of manufacturing challenges, saying its product roadmap remains on schedule.
The report from research firm SemiAnalysis had suggested Nvidia NASDAQ:NVDA could postpone the rollout of its Kyber rack-scale system, designed for the Rubin Ultra platform, from 2027 into 2028 due to production issues involving a key printed circuit board component. It also said the company's NVL576 system could face delays or limited availability.
Responding to the report, Nvidia NASDAQ:NVDA said its roadmap "remains intact," disputing claims that development timelines had slipped. The company did not provide additional details beyond its statement.
Kyber is expected to support 144 GPUs in a single rack-scale system for large artificial intelligence workloads and is planned to debut alongside Nvidia's Rubin Ultra platform in the second half of 2027. The company has not indicated any change to that schedule.