NvidiaのKyberが2028年に延期、AMDとGoogleに絶好の機会
nvidiaのkyber nvl144サーバーラックはPCB製造の問題により2028年に延期され、nvl72x2と4ダイのrubin ultra設計は中止に。nvidiaがスケーリングの課題を解決するまでの間、amdやgoogleなどの競合が市場シェアを獲得する好機となる。
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.