AI Business
4d ago
Nvidia's Kyber AI rack system launch postponed to 2028 due to manufacturing issues
Jul 6, 2026
AI Summary
Nvidia's Kyber rack-scale architecture, intended to support its 2027 Rubin Ultra chips, has been delayed to 2028 due to manufacturing challenges with a key circuit board. This delay raises concerns about Nvidia's product roadmap and could provide opportunities for competitors like AMD and Google in the AI market.
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- Nvidia's Kyber rack-scale architecture, designed to house 144 powerful chips, has been delayed by over 12 months to 2028.
- The delay is attributed to difficulties in manufacturing a critical multi-layer printed circuit board.
- A larger system, NVL576, may also face delays or limited production volumes.
- A backup plan to combine current-generation racks was canceled due to negative feedback from cloud service providers.
- The delay may allow competitors such as AMD and Google to gain an advantage in the high-end AI market.
- Nvidia's current Rubin systems are set to ship this fall to major cloud partners, with projected data-center compute revenue expected to exceed Wall Street estimates in fiscal 2027.
- Nvidia's stock experienced minor fluctuations, with shares down less than 0.1% in premarket trading.
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