Devices · 1h ago
Nvidia's Kyber rack for Rubin Ultra delayed to 2028, stopgap scrapped
Nvidia's Kyber NVL144 rack for the Rubin Ultra GPU has been delayed to 2028, over 12 months later than planned. Analyst firm SemiAnalysis reports that PCB midplane problems caused the delay, and a stopgap solution was canceled due to customer pushback. The delay could impact Nvidia's data center GPU roadmap and customer deployment timelines.
Meridian48 take
The delay underscores the engineering challenges in scaling AI infrastructure, but Nvidia's dominance means competitors may struggle to capitalize.
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Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay →
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