A spokesperson for Nvidia responded that the company's product roadmap has not been affected.

Previously, research firm SemiAnalysis stated that NVIDIA’s next-generation AI computing architecture, Kyber, may face a 12-month delay in release to 2028 due to research and development setbacks. This architecture was originally planned for the next-generation Rubin Ultra GPU. Mizuho Securities analyst Jordan Klein noted that the market has frequently seen similar rumors of new NVIDIA products being delayed, and such news is more like “attention-grabbing noise.” The impact of these rumors is limited, and NVIDIA shares still rose about 1.2% during Monday’s trading. Kyber is regarded as a significant upgrade to NVIDIA’s data center architecture, featuring an all-new vertical rack design to improve computing density and reduce network latency, and is also expected to drive demand for the data center co-packaged optics (CPO) industry chain.