Nvidia Denies NVL144 Delay, Affirms Chip Roadmap
Nvidia disputed a SemiAnalysis report claiming its NVL144 rack system is delayed until 2028 due to manufacturability issues. The company said its AI chip roadmap remains intact, prompting a new intraday high for $NVDA stock.
Detected & updated continuously · Source: Ruma
Sources
@blckchaindaily
🚨 NVIDIA DISPUTES SEMIANALYSIS REPORT, SAYS AI CHIP ROADMAP REMAINS INTACT $NVDA
@ttvresearch
$NVDA MAKES NEW INTRADAY HIGHS! The Jensen Huang-led AI company is in focus after it addressed reports from SemiAnalysis suggesting that its NVL144 rack architecture is facing delays. In response to the report, Nvidia commented that its AI chip roadmap "remains intact".
@StockSavvyShay
$NVDA is disputing SemiAnalysis report that Kyber NVL144 has been delayed into 2028 due to manufacturability issues. Nvidia says its AI chip “roadmap remains intact” after the report also claimed the planned NVL72x2 rack was cancelled following hyperscaler pushback. https://t.co/M2F3Y0ZEhW
@blckchaindaily
🚨 NVIDIA SAYS ROADMAP IS INTACT IN RESPONSE TO NEXT-GEN AI RACK SYSTEM DELAY REPORT $NVDA
@ripster47
$NVDA NVIDIA SAYS "OUR ROADMAP IS INTACT" IN RESPONSE TO DELAY REPORT
@StockMKTNewz
An Nvidia $NVDA spokesperson just responded to this story "Our roadmap is intact."