English(EN)Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay
This news also comes as the 4-compute-die Rubin Ultra has been cancelled, leaving only the smaller 2-compute-die Rubin Ultra, which will deliver roughly half the real-world performance of the 4-die Rubin Ultra. 5/6🧵
NVIDIA will sell significantly more Oberon Rubin racks and Oberon Rubin “Ultra” racks to make up for this shortfall.
We discuss the implications of these mass NVIDIA delays and cancellations for the memory, PCB, and ODM supply chains in our Core Research and AI Accelerator
As the NVIDIA roadmap indicates, CPO NVSwitch will not be available until Feynman. As a result, NVIDIA currently has no proven solution to expand the scale-up world size for Rubin Ultra, leaving a gap for competitors like AMD MI500X or TPUv8i Broadfly to gain scale-up advantages
Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint. NVL576, which connects 8x Oberon racks over CPO between the NVSwitches, is also likely delayed or restricted to small volumes given the current htt…
NVL72x2 back-to-back rack architecture was the new proposed architecture NVIDIA was developing as an alternative to Kyber. It was designed to increase the pure-copper NVLink scale-up world size by placing two Oberon racks back-to-back. However, it has since been cancelled due to …
MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was…
Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay Nvidia reportedly won't ship its Kyber NVL144 rack until 2028, a delay of more than 12 month…
⚡ Nvidia frena: il nuovo server AI "Kyber NVL144" ritardato di oltre un anno Rapporti di SemiAnalysis rivelano problemi nella produzione delle schede di circuito per il sistema a rack più potente di Nvidia. Le azioni tech asiatiche sono crollate dopo la notizia. Fonte: Bloomberg …
