Nvidia's Kyber AI Rack Delayed to 2028; Company Denies Report
Analyst firm SemiAnalysis reported that Nvidia's next-generation Kyber NVL144 AI rack system, designed for the 2027 Rubin Ultra GPU, has been delayed over 12 months to 2028 due to manufacturing challenges with a complex 78-layer PCB midplane. A stopgap solution (NVL72x2) was also canceled after cloud customer rejection. Nvidia denies the delay, stating its roadmap remains intact. The current Rubin generation is unaffected. The delay could open a rare competitive window for AMD and Google in high-end AI hardware.
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Jim Cramer urges Nvidia stock buy after delay rumors trigger selloff
On July 6, 2026, semiconductor research firm SemiAnalysis published a report alleging that Nvidia's next-generation Kyber NVL144 rack architecture, designed for Rubin Ultra GPUs, has been delayed by more than 12 months to 2028 due to manufacturing challenges with the PCB midplane. The report also claimed Nvidia scrapped its NVL72x2 back-to-back rack design after hyperscaler rejection. The allegations immediately impacted Nvidia's supply chain stocks: Japan's Ibiden fell 10%, Kingboard Laminates dropped 18% in Hong Kong, and Samsung Electro-Mechanics slid 11% in Seoul. Nvidia denied the claims, stating its roadmap remains intact and that current Rubin systems are in production for fall shipment to AWS, Azure, and Google Cloud. Jim Cramer responded on CNBC and X, calling the selloff 'misguided selling' and urging investors to buy, framing it as a 'revenge trade.' Notably, SemiAnalysis itself projects Nvidia's data-center revenue will exceed Wall Street consensus by 20% in the second half of fiscal 2027, focusing concerns on 2028 timelines rather than near-term performance.
Yahoo FinanceNvidia denies report its next-generation AI server faces delays, says roadmap is intact
Nvidia has denied a report by SemiAnalysis claiming that its next-generation Kyber AI server systems are facing massive delays and will be pushed back to 2028. An Nvidia spokesperson told Yahoo Finance that the company's roadmap remains intact. The Kyber server features a novel vertical rack design that doubles GPU capacity from 72 to 144 chips per server. Nvidia plans to launch the Kyber server with its Vera Rubin Ultra platform in the second half of 2027. The company's stock was flat on the day. Nvidia continues to see strong revenue growth, topping $215.9 billion in fiscal 2026, but faces increased competition from AMD and cloud customers like Google and Amazon developing their own chips.
Yahoo FinanceNvidia's Next-Gen Kyber AI Rack System Delayed to 2028 Due to Manufacturing Snags, Says SemiAnalysis
According to research firm SemiAnalysis, Nvidia's Kyber rack-scale architecture, designed to house its 2027 Rubin Ultra chips, has been delayed by over 12 months to 2028 due to difficulties manufacturing a key circuit board (midplane). Nvidia rejected the report, maintaining its roadmap is intact. The delay adds to concerns that Nvidia's rapid annual release cadence is hitting manufacturing limits. A backup plan using two current-generation racks was scrapped after cloud service providers rejected it as costly and awkward. This may give rivals like AMD and Google a rare high-end market opening. Nvidia's current Rubin systems are still on track to ship this fall. Analysts note Nvidia has overcome such challenges before, and the delay could align with resolving US power bottlenecks for data centers.
US Top News and AnalysisNvidia's Kyber Rack for Rubin Ultra Delayed to 2028; Stopgap Solution Axed
Nvidia's Kyber NVL144 rack, designed for the Rubin Ultra GPU generation, has been delayed by over 12 months to 2028, according to analyst firm SemiAnalysis. The delay is attributed to manufacturing challenges with a complex 78-layer PCB midplane (orthogonal backplane) that replaces thousands of cables for copper NVLink interconnects. Additionally, Nvidia has cancelled the NVL72x2 stopgap rack after major customers objected to running two linked cabinets as a single unit. The cancellation leaves no proven solution to expand Rubin Ultra's scale-up in 2027. Nvidia recently downgraded the Rubin Ultra GPU from quad-chiplet to dual-chiplet over manufacturing concerns. The delay only affects the Rubin Ultra phase; 2026 Rubin GPUs using the current Oberon rack are unaffected. Co-packaged optics for NVSwitch are not expected until the Feynman generation, increasing reliance on copper-based PCB solutions.
Latest from Tom's HardwareNvidia's Kyber rack for Rubin Ultra delayed to 2028, stopgap solution canceled
Nvidia's Kyber NVL144 rack, designed for the Rubin Ultra GPU generation, has been delayed by over 12 months to 2028, according to analyst firm SemiAnalysis. The delay is attributed to manufacturing challenges with a complex 78-layer PCB midplane (orthogonal backplane) that replaces cable harnesses for copper NVLink connections. Additionally, Nvidia has canceled the NVL72x2 stopgap rack after customer pushback, leaving no proven solution to expand Rubin Ultra's scale-up in 2027. The NVL576 configuration using co-packaged optics may also slip. Nvidia responded that its 'roadmap is intact' but provided no further clarification. The delay only affects the Rubin Ultra phase; 2026 Rubin GPUs using existing Oberon racks are unaffected.
Latest from Tom's HardwareNvidia's Kyber Rack for Rubin Ultra Delayed to 2028, Stopgap Solution Canceled
Nvidia's Kyber NVL144 rack, designed for the Rubin Ultra GPU generation, has been delayed by over 12 months to 2028, according to analyst firm SemiAnalysis. The delay is attributed to manufacturing challenges with a complex 78-layer PCB midplane (orthogonal backplane) that replaces thousands of cables for copper NVLink connectivity. Additionally, Nvidia has canceled the NVL72x2 stopgap rack after customer pushback, leaving no proven solution to expand Rubin Ultra's scale-up in 2027. The cancellation of NVL576, an optical-linked configuration, may also slip. Nvidia responded with a brief statement that its 'roadmap is intact,' but did not clarify if this refers to the original or updated plans. The delay only affects the Rubin Ultra phase; 2026 Rubin GPUs using the current Oberon rack are unaffected.
Latest from Tom's HardwareNvidia's Next-Gen Kyber AI Rack System Delayed to 2028 on Manufacturing Issues
According to research firm SemiAnalysis, Nvidia's next-generation AI rack system, the Kyber NVL144, has been delayed by over 12 months to 2028 due to difficulties in manufacturing a key circuit board. The Kyber architecture, designed to house Nvidia's 2027 Rubin Ultra chips, packs 144 GPUs into a single unit. A backup plan to combine current-generation racks was canceled after rejection by cloud customers. The delay raises concerns about Nvidia's breakneck annual release cadence hitting manufacturing limits and could provide a rare technical opening for rivals AMD and Google in the high-end AI market. Current-generation Rubin systems remain on track for shipment this fall.
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