Nvidia Kyber NVL144 Delay Tops 1 Year as Asian Tech Stocks Slide
Updated
Updated · Bloomberg · Jul 6
Nvidia Kyber NVL144 Delay Tops 1 Year as Asian Tech Stocks Slide
3 articles · Updated · Bloomberg · Jul 6
Summary
Asian technology stocks fell after SemiAnalysis reported Nvidia’s next-generation Kyber NVL144 AI server rack system has been delayed by more than a year.
Printed circuit board construction problems caused the setback, according to the research firm’s post on X, raising concerns about the rollout of Nvidia’s latest AI hardware.
Nvidia did not respond to a request for comment outside regular office hours, leaving investors to trade on the delay report alone.
The selloff shows how heavily regional tech shares remain tied to Nvidia’s product pipeline and expectations for AI infrastructure spending.