$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.

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NVDA Kyber delay, revenue impacted by single‑digit figures
Nvidia has denied but I believe Aaron and @SemiAnalysis_ on this one. https://t.co/G8pUMYSmL6
2026-07-22 05:27
リリース後のNVDAのトレンド
中立
NVDA Kyber delay, revenue impacted by single‑digit figures
NVDA/USDG Uniswap V4 pool becomes the largest RWA pool on the Robinhood chain, with a huge increase in trading volume and TVL.
Update: the numbers are going up quickly
the largest rwa pool on Robinhood chain is now a NVIDA/USDG Uniswap v4 pool with $3.5m in daily trading volume https://t.co/63nreUxh0T
2026-07-20 19:47
リリース後のNVDAのトレンド
非常に強気
NVDA/USDG Uniswap V4 pool becomes the largest RWA pool on the Robinhood chain, with a huge increase in trading volume and TVL.
The NVDA/USDG Uniswap v4 pool has become the largest RWA pool on the Robinhood chain, with TVL and trading volume significantly increasing, and APR exceeding 800%.
Update: the numbers are going up quickly
the largest rwa pool on Robinhood chain is now a NVIDA/USDG Uniswap v4 pool with $3.5m in daily trading volume https://t.co/63nreUxh0T
2026-07-20 18:57
リリース後のNVDAのトレンド
非常に強気
The NVDA/USDG Uniswap v4 pool has become the largest RWA pool on the Robinhood chain, with TVL and trading volume significantly increasing, and APR exceeding 800%.
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NVIDIA Tokenized Stock (Robinhood) (NVDA) is a cryptocurrency and operates on the Robinhood Chain platform. NVIDIA Tokenized Stock (Robinhood) has a current supply of 0. The last known price of NVIDIA Tokenized Stock (Robinhood) is 200.66057805 USD and is down -0.43 over the last 24 hours. It is currently trading on 4 active market(s) with $714,040.24 traded over the last 24 hours. More information can be found at https://robinhood.com/us/en/about/crypto/.
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