SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (Anniek Bao/CNBC)
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- Nvidia delays its Kyber NVL144 next-gen AI rack system by 12+ months to 2028 due to PCB manufacturing issues, per SemiAnalysis.
- Nvidia cancels its NVL72x2 architecture alongside the Kyber delay, per SemiAnalysis.
Why it matters: PCB manufacturing bottlenecks are pushing Nvidia's Kyber rack platform from 2027 to 2028 and forcing cancellation of the NVL72x2 architecture, creating a deployment timing gap with the 2027 Rubin Ultra chips that Kyber was designed to house.
