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NVDA Slips as AI Data Center Tech Roadmap Faces Multi-Year Delays

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The Story

News Summary

  • NVIDIA faces significant delays in its 800V DC power architecture and co-packaged optics (CPO) production, with large-scale shipments pushed to 2028.
  • These setbacks, linked to integration and yield challenges, create schedule pressures for next-generation platforms like Rubin Ultra and Kyber.
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NVDA price history

218.29 +19.87% over the displayed period

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