$NVIDIA(NVDA.US) Nvidia's next product, the Kyber rack-scale architecture, has been delayed from 2027 to 2028 due to manufacturing challenges with a key circuit board. The delay raises concerns about Nvidia's product roadmap and may provide an opportunity for competitors like AMD and Google, as their in-house chips gain traction. Despite the setbacks, Nvidia's current-generation Rubin systems are set to ship this fall, and projections indicate a 20% revenue increase for their data-center compute segment in the second half of fiscal 2027. I believe Nvidia in the long term with lesser volatility expected as most divert their attention to memory stocks like Micron. @Bridge Buzz SG