How did Nvidia respond to the delay report?
The same day the report published, July 6, 2026, an Nvidia spokesperson denied it, saying 'our roadmap is intact.' Nvidia has not publicly disputed the specific technical details SemiAnalysis cited, instead reasserting its broader near-annual release cadence, including the standard Vera Rubin platform still slated for the second half of 2026.
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Nvidia's Next-Gen AI Rack Slips a Year to 2028 — Nvidia Says That's WrongSemiAnalysis says Nvidia's Kyber AI rack slipped a year to 2028 over a 78-layer circuit board it can't yet build at scale. Nvidia denies it.
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