
Nvidia’s next-gen AI rack system (Kyber NVL144) delayed to 2028 on manufacturing snags, SemiAnalysis says, but Nvidia denies
> Nvidia’s next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips — has been delayed by more than 12 months to 2028, according to research firm SemiAnalysis, the latest in a string of reported setbacks raising questions about the AI giant’s product roadmap.
>Nvidia rejected the SemiAnalysis report and said, “Our roadmap is intact.”