Nvidia’s next-generation Kyber NVL144 AI rack system is delayed until 2028, according to research firm SemiAnalysis. This represents a delay of over one year for the system designed to house future Rubin Ultra chips. CEO Jensen Huang first showcased the architecture three months ago.
Manufacturing difficulties with a complex, multi-layer printed circuit board (PCB) midplane caused the setback. This component is essential to the system's architecture.
Nvidia also canceled its NVL72x2 backup design. Cloud service providers reportedly rejected that architecture due to design and operational concerns.