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English(EN) 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 th

NVIDIA AI基础设施路线图遭遇重大延迟和取消

作者 PulseAugur 编辑部 · [6 个来源] ·

NVIDIA在其高性能计算基础设施方面正面临重大的延迟和取消，影响了其AI加速器路线图。由于其PCB中板的制造挑战，Kyber NVL144机架架构已推迟至2028年，NVL576配置也可能延迟。此外，NVIDIA提出的NVL72x2背靠背机架架构在受到超大规模用户反对后已被取消。4计算芯片的Rubin Ultra的取消，只剩下性能较弱的2计算芯片版本，这可能为AMD和TPUv8i Broadfly等竞争对手打开市场份额增长的大门。 AI

影响 NVIDIA高性能互连和服务器架构的延迟可能会减缓大规模AI模型的部署速度，并影响AI硬件的供应链。

排序理由 该集群详细介绍了NVIDIA AI基础设施路线图中的重大挫折和取消事件，影响了多个产品线，并可能为竞争对手带来机会。

在 X — SemiAnalysis 阅读 →

AI 生成摘要 · Google Gemini · 来自 6 个来源。 我们如何撰写摘要 →

NVIDIA AI基础设施路线图遭遇重大延迟和取消

报道来源 [6]

  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    NVIDIA will sell significantly more Oberon Rubin racks and Oberon Rubin “Ultra” racks to make up for this shortfall.

    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

  2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    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 th

    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🧵

  3. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    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 w

    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

  4. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    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-

    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 …

  5. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint. NVL576, which connects 8x O

    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…

  6. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    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 t

    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…

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