NVIDIA Rejects Report of 2028 Kyber Rack Delay, Says Roadmap Unchanged

After semiconductor research firm SemiAnalysis flagged a possible delay of more than 12 months for NVIDIA's next-generation AI rack "Kyber NVL144," NVIDIA publicly denied it, saying "Our roadmap remains intact." CNBC's Jim Cramer read the denial as a buy signal, and some reports point to a short-term rise in the stock.