英伟达 Kyber 延迟至 2028 年，给 AMD 和谷歌关键机会
由于 pcb 制造问题，英伟达 kyber nvl144 服务器机架延迟至 2028 年，取消了 nvl72x2 和四芯片 rubin ultra 设计。这为 amd 和谷歌等竞争对手在英伟达解决扩展性问题前提供了抢占市场份额的机会。
nvidia has pushed its next-generation kyber nvl144 ai server rack back by more than a year to 2028 due to difficulties in manufacturing defect-free circuit board midplanes. additionally, the company scrapped the nvl72x2 rack design and the more powerful four-die rubin ultra chip, opting to sell only the smaller two-die version until the feynman generation. this delays the deployment of crucial interconnect technology required to scale systems, potentially giving competitors like amd and google time to advance with their own platforms. despite the setbacks, analysts view the subsequent stock dips in asian suppliers—such as ibiden and kingboard laminates—as profit-taking rather than a signal of slowing ai infrastructure demand.