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Nvidia's Kyber NVL144 AI server rack delayed to 2028 amid manufacturing issues

Nvidia's upcoming Kyber NVL144 AI server rack has reportedly been delayed by over a year, with its launch now expected in 2028 due to issues with circuit board manufacturing. The more advanced Rubin Ultra variant has also been canceled. These setbacks may provide opportunities for competitors like AMD and Google to gain market share, as Asian suppliers have already seen significant drops in market value. AI

IMPACT Potential opening for competitors like AMD and Google in the AI hardware market due to manufacturing delays.

RANK_REASON Product delay announcement for an AI infrastructure component.

Read on The Decoder →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Nvidia's Kyber NVL144 AI server rack delayed to 2028 amid manufacturing issues

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Signal score
0 / 100
Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket
Tool
Product delay announcement for an AI infrastructure component.
Source corroboration
Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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infra
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AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
Story freshness
75 days old
Aged out of breaking-news scoring windows; ranking reflects the durable signal from the full source set.

Full methodology in our editorial standards.

COVERAGE [1]

  1. The Decoder TIER_1 English(EN) · Maximilian Schreiner ·

    Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop

    <p><img alt="" class="attachment-full size-full wp-post-image" height="768" src="https://the-decoder.com/wp-content/uploads/2025/12/nvidia_logo_wall_cb-1.jpeg" style="height: auto; margin-bottom: 10px;" width="1365" /></p> <p> Nvidia's next AI server rack, Kyber NVL144, has been …