Nvidia's Next-Gen Kyber Rack System Delayed to 2028 as Manufacturing Woes Create Opening for AMD and Google
Summary
Nvidia's next-gen Kyber NVL144 rack system is delayed to 2028 due to manufacturing failures with a critical circuit board, leaving the AI chip giant without a large-scale solution for its Rubin Ultra chips and handing rivals AMD and Google a rare opening to challenge its dominance.
Key Points
- Nvidia's Kyber NVL144 rack-scale system, designed to house its next-generation Rubin Ultra chips, is being delayed to 2028 due to manufacturing difficulties with a key circuit board called the PCB midplane.
- A backup plan involving two linked current-generation racks is scrapped after cloud providers reject it as awkward and costly, leaving Nvidia with no proven large-scale solution for Rubin Ultra deployments.
- The delay opens a potential window for rivals AMD and Google to gain ground at the high end of the AI chip market, though analysts warn against overstating the long-term impact on Nvidia's dominance in AI infrastructure.