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NVIDIA responds to SemiAnalysis' report on Kyber NVL144 delays, stating that its product roadmap remains unchanged.
SemiAnalysis previously reported that NVIDIA's Kyber NVL144 AI chip would be delayed to 2028 due to manufacturing issues, and that the originally planned NVL72x2 rack solution was canceled due to opposition from hyperscale cloud providers. In response, NVIDIA denied this and issued a statement to multiple media outlets and analysts: "Our roadmap remains unchanged."
Jim Cramer recommends buying NVIDIA stock, citing that NVIDIA's roadmap is still intact and that demand from hyperscale cloud providers such as Microsoft, Amazon, Meta, and Google continues.