Nvidia’s (NVDA) AI Roadmap Isn’t Delayed. Why Is The Stock Still So Cheap?

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Major Stocks to Buy According to Analysts. On July 6, NVIDIA Corporation (NASDAQ:NVDA) shares rose more than 1% after it denied reports that its next-generation Kyber AI server system had been delayed until 2028. Previously, on July 5, SemiAnalysis, a research firm, reported that the company’s Kyber rack-scale architecture, designed to support its Rubin Ultra chips, had been delayed by more than a year and was now expected to launch in 2028, rather than the previously planned 2027. Nvidia has now clarified that its product roadmap remains on track.

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Major Stocks to Buy According to Analysts.

Kyber is a server cabinet that packs 144 of Nvidia’s most powerful chips into a single unit. This provides the computing power needed by AI companies to train and run their most advanced models. SemiAnalysis was of the opinion that due to difficulties in manufacturing a key circuit board, the Kyber AI rack system would be delayed by more than 12 months. This setback raised questions about the AI giant’s product roadmap. According to the firm, the company lacked a solution to scale the performance of its future Robin Ultra systems. The research firm argued that this could allow competitors such as Advanced Micro Devices and Google to compete more effectively in the high-end AI market. Even though the company has claimed everything is all right, only time will tell whether there are any roadblocks to the eventual delivery of the product.

NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.

While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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