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“NVIDIA's flagship next-gen rack system slips over a year to 2028, just three months after Jensen Huang personally demoed it on stage, and the back-to-back rack replacement was quietly cancelled, leaving Rubin Ultra with a limited scale-up ceiling.”
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$198.17
Current$194.83
Since call+1.69%
Confidence72%
How this was scored
Entry$198.17Jul 5, 2026 · 22:42 UTC · paste.trade
Current$207.71Jul 15, 2026 · 17:07 UTC · Finnhub
Horizon2028parsed as year-2028
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.