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Nvidia’s AI Rack Delays Spark Market Turmoil | Raleigh News
A bombshell report from SemiAnalysis sent Nvidia’s stock allies reeling, triggering 18% drops in firms like Ibiden and Samsung Electro-Mechanics as it claimed Nvidia’s next-gen AI racks are delayed by over a year due to PCB issues. The report targeted the Kyber NVL144 architecture and alleged scrapped designs — but Nvidia fired back, insisting its roadmap is on track and Rubin Ultra GPUs are already shipping this fall. Even Jim Cramer called the panic “misguided,” urging investors to buy. This isn’t the first time rumors hit — last year’s Blackwell delays fizzled — and Nvidia’s track record…
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