$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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Jim Liu D
30.2K @jiahanjimliu 中性
NVDA Kyber delay, revenue impacted by single‑digit figures
Jim Liu D
30.2K @jiahanjimliu Nvidia has denied but I believe Aaron and @SemiAnalysis_ on this one. https://t.co/G8pUMYSmL6
28
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11.6K
2026-07-22 05:27
發佈後NVDA走勢
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NVDA Kyber delay, revenue impacted by single‑digit figures
materkel.eth 🦇🔊
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5.8K @materkel 極度看漲
NVDA/USDG Uniswap V4 pool becomes the largest RWA pool on the Robinhood chain, with a huge increase in trading volume and TVL.
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1.0M @haydenzadams 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
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2026-07-20 19:47
發佈後NVDA走勢
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NVDA/USDG Uniswap V4 pool becomes the largest RWA pool on the Robinhood chain, with a huge increase in trading volume and TVL.
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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%.
Hayden Adams 🦄 D
1.0M @haydenzadams 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
819
132
202.4K
2026-07-20 18:57
發佈後NVDA走勢
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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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什麼時候是購買NVDA的好時機？我應該現在買入還是賣出NVDA？
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此預測為實驗性技術產品，僅供參考，不構成投資建議。現實生活中的任何突發事件都可能對交易行為產生重大影響，因此交易者應謹慎決策。
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NVIDIA (Derivatives) (NVDA) is a cryptocurrency . NVIDIA (Derivatives) has a current supply of 0. The last known price of NVIDIA (Derivatives) is 208.68157837 USD and is up 0.29 over the last 24 hours. It is currently trading on 89 active market(s) with $0.00 traded over the last 24 hours.
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