AI infrastructure demand is picking up fast as companies race to get more computing power. Data centers are already pushing power systems to their limits, which is why there is growing attention on energy and cooling providers like Vertiv Holdings Co. (VRT), GE Vernova (GEV), Eaton Corporation plc (ETN), Bloom Energy Corporation (BE), and Constellation Energy Corporation (CEG).
Even smaller players are shifting focus, like Blockchain Digital Infrastructure Ltd., which is rebranding to AIB Data Centers (AIB) to lean into the trend. All of this points to a clear need for more advanced, high-density systems that can handle performance while keeping power and cooling in check.
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Nvidia Corporation (NVDA) is still at the center of it all, supplying the GPUs and platforms behind most of this buildout. Its Kyber rack-scale system is meant to play a big role in future AI training and high-performance computing.
However, reports say Nvidia will delay its Kyber rack-scale architecture by more than 12 months, pushing it out to 2028. Even with that news, NVDA shares were still slightly up as of Monday morning.
So what does this delay really mean for Nvidia’s growth and where the stock could go next?
Investors Shrug Off the Delay
Nvidia designs the chips and systems behind much of today’s AI growth, from data centers to edge devices. So when reports came out that its Kyber rack-scale architecture is being pushed to 2028, you might expect the stock to drop. But that did not happen.
Shares were slightly up Monday morning, adding to a solid run that has seen Nvidia gain 24.1% over the past year and 6.4% so far this year.
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Part of that steady reaction comes down to valuation. Nvidia trades at a forward price-to-earnings of 22.49 times, which is actually below the sector average of 24.77 times, meaning investors are not overpaying for a company that is still growing much faster than most of its peers.
The financials…
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