Nvidia said its AI chip roadmap remains on schedule, rejecting a SemiAnalysis report that said its next-generation Kyber architecture for Rubin Ultra systems could slip by more than 12 months to 2028 and that a related NVL72x2 rack design was scrapped after customer pushback. The report hit Nvidia-linked suppliers including Ibiden, Kingboard Laminates and Samsung Electro-Mechanics. On July 7, CNBC commentator Jim Cramer said the stock’s recent sell-off looked excessive, noted Nvidia’s forward P/E was near its lowest level this year, and argued that even companies building in-house AI chips still rely heavily on Nvidia technology, including China’s DeepSeek.