Nvidia has flatly rejected an analysis claiming that the launch of its next-generation artificial intelligence (AI) server would be delayed by more than a year due to manufacturing difficulties. Nvidia said its roadmap would remain unchanged and that it plans to continue doing business with Microsoft (MS), Meta, Amazon and Alphabet.
On Friday, Nvidia rebutted a SemiAnalysis report that said the launch of its next-generation Kyber AI server would be pushed back to 2028. The company said it would also continue its business with Microsoft (MS), Meta, Amazon and Alphabet.
Earlier, semiconductor analysis firm SemiAnalysis claimed on X (formerly Twitter) that the launch of the 'Kyber NVL144' had been pushed back more than 12 months to 2028. It cited difficulties in printed circuit board (PCB) manufacturing as the cause.
The Kyber server features a new design that places server racks vertically. This increases the number of GPU chips per server from 72 to 144. Rival AMD has launched a 72-chip server rack.
Nvidia will unveil the Kyber server together with the Vera Rubin Ultra platform in the second half of next year. Having invested early in graphics chips for AI training and execution, the company has emerged as the biggest beneficiary of AI growth.
Nvidia's stock price has surged more than 840% over five years. It also rose 22% over the past 12 months. However, it gained just 5% over the past six months, as investors turned to other AI beneficiary stocks such as Micron Technology.
Nonetheless, revenue is surging. It grew from $26.9 billion in fiscal 2023 to more than $215.9 billion in fiscal 2026. Wall Street forecasts growth to $392.7 billion in fiscal 2027.
Industry observers expect that if Microsoft, Meta, Amazon and Alphabet, all set to report earnings, present strong AI investment plans, orders for Nvidia chips will also increase.
