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

On July 6, 2026, financial commentator Jim Cramer reiterated his bullish stance on NVIDIA, urging investors to buy the stock amid claims that the chipmaker’s next-generation AI rack systems may face d... Read original →

NVIDIA’s denial of a 2028 delay for its next-gen AI racks masks acute fragility in advanced packaging and substrate supply chains. The Kyber NVL144 architecture hinges on 3nm EUV and ultra-dense interconnects; any yield instability from Ibiden or Kingboard Laminates on ABF substrates directly jeopardizes Rubin Ultra GPU ramp timelines. This technical ripple effect has already pressured Samsung Electro-Mechanics, inflating BOM costs by 5–8%. Geopolitically, TSMC’s CoWoS capacity concentration in Taiwan, China amplifies disruption risks, pushing NVIDIA to fast-track alternative assembly/test nodes in Hong Kong, China and Malaysia. With AMD’s MI400 and Intel’s Falcon Shores exploiting any delivery gap, a failure to ship NVL144 by Q1 2027 could erode NVIDIA’s AI training dominance from 92% to below 85%. Over the next 18 months, roadmap credibility will be judged not by PR statements but by ABF inventory turns and EUV tool utilization—true leading indicators of execution reality.