Back
“AMD stands to win datacenter GPU business that NVIDIA can't deliver for over a year, as Kyber is delayed to 2028 and the backup rack architecture was cancelled outright, leaving enterprise buyers looking for alternatives.”
Source
SemiAnalysisX“I’m scheduled to visit NVIDIA next week, so I’ll…”span
“MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028.”
Performance
Entry$539.07
Current$517.82
Since call-3.94%
Confidence72%
How this was scored
Entry$539.07Jul 5, 2026 · 22:42 UTC · paste.trade
Current$520.28Jul 15, 2026 · 17:07 UTC · Finnhub
Horizonnext 12-18 monthsparsed as 18mo
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.