NVIDIA’s next AI server rack, Kyber NVL144, has reportedly been delayed by more than a year to 2028 because of circuit-board manufacturing issues. The Decoder cites SemiAnalysis for the report.
The delay also reportedly affects the more powerful Rubin Ultra variant, which has been canceled, while suppliers reacted sharply to the news.
If confirmed, the setback could give rivals such as AMD and Google more room to compete in high-end AI infrastructure.