---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000777315.md"
description: "$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"
datetime: "2026-07-06T10:25:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000777315.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000777315.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000777315.md)
author: "[NewUser_oPJWOU](https://longbridge.com/en/profiles/18172005.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) Nvidia's next product, the Ky…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**