Nvidia's Kyber Rack Delayed to 2028 Amid PCB Manufacturing Snags

Nvidia’s Kyber NVL144 rack-scale system, which would pack 144 GPUs into a single cabinet, has been delayed to 2028 due to manufacturability challenges with its PCB midplane. The setback underscores strains in Nvidia’s rapid product cadence and could give rivals like AMD and Google a rare opening at the high end; a planned workaround of bolting two current racks was scrapped after cloud providers pushed back. Rubin Ultra remains in development, with current Rubin systems shipping to eight cloud partners this fall, and SemiAnalysis projects data-center compute revenue to beat consensus in the second half of fiscal 2027.