Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags
TLDR
Nvidia's Kyber rack system, designed to house its 2027 Rubin Ultra chips in a single cabinet with 144 processors, has been delayed to 2028 due to manufacturing difficulties with a specialized circuit board. The delay pushes back the system's original 2027 launch by more than 12 months, and a proposed backup solution using two current-generation racks was scrapped after cloud providers rejected it as operationally impractical. The setback leaves Nvidia without a proven way to scale up the Rubin Ultra system to larger configurations, potentially opening a market opportunity for AMD and Google's custom chips in high-end AI infrastructure.
Why it matters
Nvidia's Kyber rack-scale architecture has been delayed by more than 12 months to 2028, designed to house 144 Rubin Ultra chips. The delay is due to difficulties in manufacturing a key circuit board and signals that Nvidia's annual release cadence is colliding with manufacturing limits.
