Nvidia Denies Kyber Delay Rumors: Product Roadmap Unaffected
2026-07-07 08:04

Woofun AI reports that Nvidia has officially denied allegations regarding a potential delay in its next-generation AI computing architecture, Kyber. A company spokesperson confirmed that the product roadmap remains unaffected by recent speculation.

Earlier reports from SemiAnalysis suggested a 12-month postponement until 2028 due to R&D setbacks, impacting the Rubin Ultra GPU timeline. Mizuho Securities analyst Jordan Klein characterized these claims as "eye-catching noise" with limited market impact. Consequently, Nvidia shares increased by approximately 1.2% during Monday's trading session.

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Jordan Klein
Mizuho Securities
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