On July 7, Nvidia denied the report from SemiAnalysis regarding product delays. The company stated that the AI chip roadmap is still progressing as planned. Following this news, Nvidia's stock price saw a slight increase, currently quoted at $197.33, up 1.28%. Previously, SemiAnalysis reported that Nvidia's latest rack-level interconnect architecture, Kyber NVL144, underwent significant adjustments just three months after its release, with the original timeline pushed back by over 12 months to 2028, primarily due to challenges in the manufacturing feasibility of the PCB layout design.
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