u/MaleficentBus1863

First it was the rumours out of Taiwan which everyone disputed.

Then Jensen admitted a re-mask.

Next everyone called AMD bulls delusional for highlighting technical issues with Rubin and Rubin Ultra vs Helios - never mind the competitive disadvantages of the technical aspects of the system.

Then Semianalysis highlighted delays

But Jensen said "We're in PRODUCTION." (what, like film studio day 1 production?)

Now this...

SemiAnalysis on X: "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. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was https://t.co/VYduxnu01B" / X