Nvidia responds to reports of "product delays": Product roadmap remains unaffected
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Is the PCB becoming a key bottleneck? Industry insiders reveal: Manufacturing processes face challenges, Nvidia's Kyber rack may experience delays.
According to Mars Finance, semiconductor industry research firm SemiAnalysis published a series of articles on social media this morning Beijing time, indicating that Nvidia's Kyber NVL144 rack architecture may face delays. The firm stated, "Just three months after Jensen Huang showcased the Kyber NVL144 at GTC, the product has suffered a major setback and has been delayed by more than 12 months, postponed to 2028." Regarding the reason for the delay, the firm attributed it to "the significant challenges still facing the manufacturing process of the PCB midplane." SemiAnalysis pointed out, "Nvidia currently lacks a proven solution to extend the scaling domain of Rubin Ultra, leaving room for competitors such as AMD MI500X or TPUv8i Broadfly to surpass Rubin Ultra in scaling capabilities." (Cailian Press)
SemiAnalysis: NVIDIA Delays or Adjustments to Multiple AI Rack-Scale Architectures, Limiting Rubin Ultra's Expansion Path
According to Mars Finance, on July 6th, SemiAnalysis reported that NVIDIA's latest rack-mount interconnect architecture, Kyber NVL144, has undergone a major adjustment just three months after its release, being delayed by more than 12 months to 2028. The main reason is the ongoing challenges in PCB planar design regarding manufacturing feasibility. Simultaneously, the NVL72x2 back-to-back rack architecture has been cancelled. This solution was originally intended to enhance the scalability of pure copper NVLink by deploying two Oberon racks back-to-back, but its complex structure and high operational burden on hyperscale cloud providers (CSPs) led to strong market skepticism and its eventual abandonment. Furthermore, due to the immaturity of CPO (Co-packaged Optics) technology, NVIDIA's larger-scale scaling solutions based on CPO NVSwitch (such as NVL576) may also continue to be delayed, or limited to small-batch trial production. This means that NVIDIA lacks a stable large-scale scale-up solution until CPO matures. Furthermore, the Rubin Ultra product roadmap has also changed: the originally planned "four-computing-chip" version has been cancelled, with only a "dual-computing-chip" version remaining, and the overall system-level performance is expected to drop to about half of the original solution. These adjustments mean that Nvidia's scale-up capabilities in the Rubin Ultra generation are limited. With the CPO NVSwitch unable to be deployed before the Feynman architecture, competitors such as the AMD MI500X or Google TPU v8i may have a relative window of opportunity in terms of scaling capabilities for large-scale training clusters. Meanwhile, Nvidia is expected to fill market demand during the product transition period and maintain overall supply chain pacing by shipping large quantities of Oberon Rubin racks and their "Ultra" versions.
Samsung begins mass production of next-generation enterprise-grade SSDs for Nvidia Vera Rubin.
According to BlockBeats, on July 8th, Samsung Electronics began mass production of its most advanced data center storage hard drive, which will be used in NVIDIA's upcoming Vera Rubin platform. This enterprise-class solid-state drive, named PM1763, was first announced earlier this year at NVIDIA's GTC conference. Samsung also showcased its next-generation high-bandwidth memory (HBM4) and low-power SOCAMM2 modules at the time, as part of a comprehensive solution for AI data centers. Samsung stated on Wednesday that the PM1763 features the company's latest V-NAND flash memory chips and a newly developed 4nm controller, offering more than double the read and write speeds of its predecessor. The PM1763 is designed to reduce data latency for advanced processors and AI accelerators. To maintain high-speed performance during AI training and inference, the drive employs a liquid-cooling design.
DeFi researcher Ignas: He is bullish on ETH if the Ethereum Foundation delivers the "simplified roadmap" on time; however, delays coupled with a bear market could be bearish.
According to Foresight News , DeFi researcher Ignas commented on Vitalik Buterin's previously released "simplified Ethereum" roadmap, stating, "If the Ethereum Foundation can deliver on time, I'm bullish on ETH. The roadmap is very attractive because it addresses most of the key demands raised by the community, including L1 reclaiming execution control from L2, privacy protection, quantum resistance, and second-level finality, but the issue of tokenomics remains unaddressed." It also pointed out that the most anticipated part of the roadmap will be implemented after 2028, with the final goal set for 2029. If the Ethereum Foundation (EF) delivery schedule is delayed and the bear market continues, it may negatively impact the price of ETH, as competing projects such as Tempo and Canton are posing a challenge to Ethereum in the areas of real-world assets (RWA) and institutional adoption.
NVIDIA's core energy ecosystem partners stated: "The 800V rollout is progressing normally."
According to Mars Finance, AI servers are becoming increasingly power-hungry, forcing data center power supply methods to a critical juncture. 800V high-voltage direct current (HVDC), originally considered a key component of Nvidia's next-generation AI data center solution, has recently been embroiled in controversy regarding "mass production delays": are cloud vendors unwilling to pay, or has the pace been misjudged? Sources from Nvidia's core energy ecosystem partners, such as Delta and ABB, indicate that the 800V solution is still progressing normally. However, the speed of this power supply revolution may not be determined by Nvidia alone, but by the entire still-developing energy infrastructure industry chain. Morgan Stanley stated that Nvidia clearly stated at the GTC Taipei conference that 800VDC development is progressing normally, and the corresponding power supply racks are expected to be ready for mass production in the third quarter of 2026. Furthermore, core supplier Delta Electronics is also expected to begin initial small-batch deliveries of 800V independent power supply racks to leading North American cloud vendors in the fourth quarter of 2026. (21st Century Business Herald)
AI chip concept stocks fluctuated and retreated, while trading in Gate. Nvidia (NVDAX) and Micron (MU) contracts was active.
According to Odaily Odaily, the AI chip and semiconductor concept stocks have recently experienced a volatile pullback, but trading activity in related US stocks remains high. Gate.com data shows that Micron Technology (MU) reached a high of $1,097.00 today, currently trading at $1,033.29, a daily decline of 10.22%; Nvidia (NVDA) reached a high of $199.85 today, currently trading at $197.58, a slight daily decline of 1.09%. In addition, CoinGlass data shows that the Gate platform's MU contract open interest reached $18.49 million, with an intraday contract trading volume of $29.56 million; while its NVDAX contract open interest reached $3.4 million, with a contract trading volume of $2.06 million. Gate.com has established a 24/7 trading service system covering the US, Hong Kong, and South Korean stock markets, supporting over 10,000 US stocks and ETFs, over 1,500 Hong Kong stocks, and over 1,000 South Korean stocks, totaling over 12,500 stocks and ETFs globally. Users can participate in global stock investment through their Gate.com unified account using USDT, supporting fractional share transactions starting from as low as 0.01 shares, and enjoying stock dividend rights. The platform also supports cross-brokerage transfers for US and Hong Kong stocks, as well as corporate actions such as stock splits and consolidations.