Nvidia's Kyber NVL144 delayed to 2028 over circuit board problems
Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop
The Decoder
Summary
Nvidia's next-generation AI server rack, Kyber NVL144, has been delayed more than a year to 2028 due to circuit board manufacturing issues, according to analyst firm SemiAnalysis. Asian suppliers saw double-digit losses, and the more powerful Rubin Ultra variant was canceled.