NVIDIA (NVDA)

$NVDA: Kyber Delays?

Kyber is the rack architecture for VR300, not the current release of VR200 which will use the Oberon racks.

I appreciate @Aaronwei3n for sticking to his guns on Kyber delay rumors. Nvidia will not announce until it has to but Aaron is boots on the ground and seeing the signs now already due to orthogonal midplane difficulty.

Note there is nothing wrong with state of the art GPU system level delays as that is normal with such a complex system. Aaron himself states single digit percentage impacts to revenue for $NVDA. Suppliers may get impacted more majorly.

Interest to $IREN investors is that we will need 600kW rack density and 800V DC power distribution system. @FransBakker9812 for viz.

Not that $INV is not the provider of two stage cooling for Kyber but rather Asia Vital Components (3017 TT) and Cooler Master. @MarkosAAIG @MB_Hogan for viz.