輝達 Kyber 延至 2028 年，給 AMD 和 Google 關鍵機會
由於 PCB 製造問題，輝達 Kyber NVL144 伺服器機架延至 2028 年，取消了 NVL72x2 和四晶片 Rubin Ultra 設計。這為 AMD 和 Google 等競爭對手在輝達解決擴展性問題前提供了搶占市場份額的機會。
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.