Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims

BeInCrypto2026/07/06 23:27

By:BeInCrypto

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Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028. The clash pits Nvidia against research firm SemiAnalysis, which alleges manufacturing setbacks have hit the Kyber NVL144 architecture showcased at GTC earlier this year. SemiAnalysis Claims Put Nvidias Kyber Timeline in Doubt SemiAnalysis claims the high-density rack design built for Rubin Ultra GPUs has slipped by more than 12 months. The firm blamed persistent manufacturing problems with the systems complex PCB midplane. MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIAs NVL72x2 back-to-back rack architecture was SemiAnalysis (@SemiAnalysis_) July 5, 2026 The firm also claimed Nvidia scrapped its NVL72x2 back-to-back rack after pushback from hyperscaler customers. Nvidias supply chain felt the report within hours. Japans Ibiden, which counts Nvidia as its largest client, fell as much as 10% on Monday, Bloomberg reported. Kingboard Laminates tumbled 18% in Hong Kong, while Samsung Electro-Mechanics slid 11% in Seoul. Kingboard Laminates and Japans Ibiden Stock Performances. Nvidia rejected the claims, telling media outlets that its roadmap remains intact. The chipmaker, fresh off launching a revenue-sharing compute program for AI startups, has faced this script before. $NVDA *NVIDIA SAYS AI CHIP ROADMAP REMAINS INTACT*NVIDIA DISPUTES SEMIANALYSIS DELAY REPORT *Walter Bloomberg (@DeItaone) July 6, 2026 When Blackwell delay reports surfaced in August 2024, Nvidia insisted production would ramp on schedule. It then fixed a design flaw and shipped several billion dollars of Blackwell hardware within months. Jim Cramer Backs Nvidia Despite the Noise Cramer reaffirmed his bullish stance and urged investors to buy Nvidia. He told CNBC that chip stocks are staging a revenge trade after last weeks misguided selling. Nvidia says its roadmap intact. That, to me, means buy Jim Cramer (@jimcramer) July 6, 2026 The numbers frame his conviction. The Philadelphia Semiconductor Index gained 87.8% in the second quarter, its best quarter since records began in 1994, Axios reported. Nvidia missed most of that rally. The stock traded near $196.58 at this writing, up almost 2% over the last 24 hours. Nvidia (NVDA) Stock Performance. Last week tested the sectors nerve. AI chip stocks cracked after Michael Burrys bubble warning, while memory stocks plunged sharply on supply glut fears. Cramer, however, sees the pullback as an opportunity. He named his five AI stock picks earlier this month, favoring chip suppliers over Big Tech giants. Nvidias next earnings report will show whether rack-level friction reaches data center revenue. Until then, investors must weigh Cramers conviction against a laggard chart and SemiAnalysis supply chain warnings.

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