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
Nvidia reportedly won't ship its Kyber NVL144 rack until 2028, a delay of more than 12 months that pushes the cabinet meant for 2027's Rubin Ultra GPUs into the following year, according to a SemiAnalysis thread on X.
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