A NVIDIA spokesperson denied reports of a delay to the Kyber
文 / 小金
2026-07-07 01:20:03
来源:亚金网
A NVIDIA spokesperson denied reports of a delay to the Kyber AI compute architecture and said the company’s product roadmap is unaffected. Research firm SemiAnalysis had reported Kyber suffered R&D setbacks and could be delayed about 12 months to 2028; the architecture was slated for the next‑generation Rubin Ultra GPU. Mizuho analyst Jordan Klein characterized similar delay chatter as attention‑grabbing noise. The report had limited market impact: NVIDIA shares rose roughly 1.2% intraday on Monday. Kyber is viewed as a material data‑center upgrade, employing a vertical‑rack design to boost compute density and cut network latency, and could lift demand for co‑packaged optics (CPO) in data centers.
