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Nvidia Pushes Kyber Release to 2028 Following Manufacturing Concerns – Report
SemiAnalysis said manufacturing problems with a key circuit board pushed the 144-chip cabinet back more than 12 months and left Nvidia without a proven expansion plan.
- Nvidia's Kyber rack-scale system, designed to house 2027 Rubin Ultra chips, is delayed until 2028, according to research firm SemiAnalysis. The setback stems from manufacturing difficulties with a specialized PCB midplane.
- The Kyber NVL144 rack architecture's PCB midplane 'remains challenging from a manufacturability standpoint,' SemiAnalysis said. This specialized multi-layer circuit board connects electronic modules to boost density and reduce latency.
- Nvidia previously scrapped a backup plan to link current-generation racks after cloud service providers rejected it as an 'odd design and heavy operational burden.' The company now faces no proven alternative for scaling Rubin Ultra.
- The stumble provides a 'rare technical opening' for rivals AMD and Google, whose in-house chips already win business from top AI labs. Shares of Nvidia traded down less than 0.1% at $194.79 in premarket trading.
- Current Rubin systems remain in full production and ship this autumn to AWS, Microsoft Azure, and Google Cloud. SemiAnalysis projects Nvidia's data-center compute revenue will run 20% above Wall Street forecasts in the second half of fiscal 2027.
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27 Articles
27 Articles
(San Francisco = Yonhap News) Correspondent Kwon Young-jeon = The launch of Nvidia's next-generation AI servers, a leader in artificial intelligence (AI) semiconductors, has been delayed by more than a year due to manufacturing difficulties...
·Seoul, Korea (the Republic of)
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Nvidia's Next AI Rack Hit A Manufacturing Snag. The Company's Fastest Product Cycle Just Slowed Down.
Nvidia's next-generation Kyber NVL144 rack-scale AI system has reportedly been delayed by more than a year after manufacturing challenges emerged with a critical component.
·New York, United States
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Coverage Details
Total News Sources27
Leaning Left2Leaning Right3Center3Last UpdatedBias Distribution38% Center, 37% Right
Bias Distribution
- 38% of the sources are Center, 37% of the sources lean Right
38% Center
L 25%
C 38%
R 37%
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