Key Stats for Nvidia Stock
- Price change for Nvidia stock in the last 6 months: 4%
- $NVDA Share Price as of Jul. 2: $195
- 52-Week High: $237
- $NVDA Stock Price Target: $302
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What Happened?
Nvidia (NVDA) stock barely moved on Monday after news broke that one of the company’s biggest upcoming products is running late. Research firm SemiAnalysis reported that Kyber, Nvidia’s next rack-scale server design, has been pushed back more than a year, from 2027 to 2028.
Kyber matters because it’s built to pack 144 of Nvidia’s most powerful chips into a single cabinet, letting them work together like one giant computer. That kind of processing power is what AI companies need to train and run their most advanced models.
The design was supposed to launch alongside Vera Rubin Ultra, Nvidia’s next-generation system, in 2027. The holdup comes down to manufacturing problems with a specialized circuit board inside the system, according to SemiAnalysis.
A larger version, called NVL576, which links eight racks together via optical connections, is also likely to be delayed or to ship only in small volumes.
Nvidia had a backup plan: bolting two current-generation racks together to achieve similar power, but that idea was scrapped too.
Cloud customers reportedly rejected it because the design was awkward and the service was expensive to run. SemiAnalysis says this leaves Nvidia without a proven way to scale up Rubin Ultra for now, which could give rivals like AMD and Google an opening at the high end of the AI chip market. Nvidia has not responded to requests for comment.
Despite this news, Nvidia stock isn’t showing much reaction, trading close to flat. That’s likely because the company’s current-generation Rubin systems are already in full production and set to start shipping this fall to eight major cloud partners, including Amazon Web Services, Microsoft Azure, and Google Cloud.
SemiAnalysis actually expects Nvidia’s data-center compute revenue in the second half of fiscal 2027 to come in 20% above Wall Street’s current expectations.
Nvidia’s recent earnings back up why investors aren’t panicking.
- In the most recent quarter, the company posted $82 billion in total revenue, up 85% year-over-year, with data center revenue alone hitting $75 billion.
- Free cash flow came in at a record $49 billion.
- CEO Jensen Huang has repeatedly said demand for AI infrastructure remains “parabolic,” driven by hyperscalers, AI-native clouds, and now a growing CPU business built around the new Vera chip.
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What the Market Is Telling Us About Nvidia Stock
The muted stock reaction suggests investors see this delay as a bump in the road rather than a major setback.
Nvidia stock has been driven mostly by current-generation product strength and record financial results, and that momentum doesn’t disappear because a future product slips a year. Still, the Kyber delay is worth watching.
If manufacturing issues persist, it could open a real window for competitors to gain ground at the top end of the AI chip market.
For now, Nvidia stock seems to be trading on today’s results more than tomorrow’s roadmap.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
