Nvidia’s Kyber rack-scale architecture, designed for its 2027 Rubin Ultra chips, has been delayed to 2028 due to manufacturing challenges with a printed circuit board, research firm SemiAnalysis said.

SemiAnalysis said Kyber is a server cabinet designed to combine 144 graphics processing units, or GPUs, in one unit. The larger NVL576 system, which links eight racks through optical connections, could also be delayed or limited to small volumes.

The research firm added that Nvidia had scrapped a fallback design that would have bolted together two current-generation racks after cloud service providers and hyperscalers objected to the design and its operational burden.

The setbacks add to questions around Nvidia’s annual AI product release schedule and, SemiAnalysis said, could create an opening for rivals including Advanced Micro Devices and Google at the high end of the market.

🔗 Source: CNBC