Nvidia's Kyber delayed to 2028, handing AMD and Google a crucial opening
nvidia's kyber nvl144 server rack is delayed to 2028 due to pcb manufacturing issues, scrapping the nvl72x2 and four-die rubin ultra designs. this creates a window for competitors like amd and google to capture market share before nvidia solves scaling.
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.