NVIDIA postponed the launch of its Kyber rack-scale architecture from 2027 to 2028. The system houses upcoming Rubin Ultra chips. Manufacturing challenges with a complex circuit board connecting the AI chips caused the delay.
The company also scrapped a backup configuration for the system. Major cloud service providers rejected the alternative design due to operational complexity.
This delay creates a market opening for competitors like AMD and Google. Asian technology stocks and US optical component suppliers faced a sell-off following the news. NVIDIA shares maintained a muted reaction to the announcement.