NVIDIA has reportedly delayed its next-generation Kyber NVL144 rack architecture until 2028. Research firm SemiAnalysis notes the system was originally designed for 2027 Rubin Ultra chips. Manufacturing difficulties with a complex printed circuit board (PCB) midplane caused the year-long postponement. This critical component connects high-powered GPUs within the server cabinet.
The delay creates a potential market opening for competitors AMD and Google. While NVIDIA stock remained muted, the report triggered a sell-off in Asian technology suppliers. U.S. optical component makers also saw share prices decline following the news.
Major cloud customers reportedly rejected a backup plan, leading to its cancellation. The setback raises concerns regarding NVIDIA’s ambitious annual product release schedule.