Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?
A potential rare Nvidia misstep could be a big tailwind for AMD and Alphabet.
Overview
One of the biggest evolutions of Nvidia's (NASDAQ: NVDA) business model is that it has gone from just selling graphics processing units (GPUs) to designing full server rack systems to handle specific AI tasks.
This has been a key part of CEO Jensen Huang's strategy; however, it could have hit a snag when technology research outfit SemiAnalysis reported that its Kyber NVL144 next-gen AI rack system could be delayed until 2028 due to troubles with manufacturing a crucial circuit board.
Details
Nvidia has come out and said its roadmap remains intact, although questions linger.
Source
Originally published at www.fool.com.
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