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Open original source ↗So Jensen himself went out to do damage control with $NVDA delays reports apparently:
1. Jensen Huang said no delays:
- 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay.
- Debunked the rumor that the next-generation flagship, Rubin Ultra, would be delayed until 2028 and said it would be on track to ship next year
- Rack system optimizations, like replacing Kyber with a new design are architectural optimizations, not impacting delivery timelines.
2. On ASIC competition: no loss of market share.
- Talked about how a leading frontier lab that previously relied heavily on internal ASICs has shifted nearly 50% of its compute load to Nvidia
3. On over-reliance on hyperscalers.
- AI frontier labs currently contributing to ~20% of demand.
- Traditional cloud providers, Nvidia provides Vera CPUs and high-speed networking
- Sovereign AI
Quoted context
These are the quoted author’s words.
Apparently there’s a new popular trend to bearpost trillion dollar companies. Like $NVDA or $TSM. By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed. -> if the company doesn’t respond, stock prices/sentiment are damaged. -> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them -> Poster gain more impressions, then does it again with more views the next time. Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.
aleabitoreddit ↗