Nvidia의 Kyber, 2028년으로 연기 — AMD와 Google에 결정적 기회 열리다
nvidia의 kyber nvl144 서버 랙이 pcb 제조 문제로 2028년으로 연기되면서 nvl72x2와 4다이 rubin ultra 설계가 취소되었습니다. 이는 nvidia가 스케일링 문제를 해결하기 전에 amd와 google 같은 경쟁사가 시장 점유율을 확보할 수 있는 기회의 창을 만들어 줍니다.
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.