Nvidia denies report that its Kyber AI rack is delayed to 2028

Nvidia ↗ 0.90% pushed back Monday against a report from semiconductor research firm SemiAnalysis claiming its next-generation Kyber NVL144 rack-scale AI system has been delayed by more than 12 months to 2028. "Our roadmap is intact," a spokesperson told Seeking Alpha, in a terse denial that helped lift the chipmaker's stock more than 1% during the session.tipranks

The SemiAnalysis Report

SemiAnalysis posted a series of messages on X on Sunday alleging that the Kyber NVL144 — a 144-GPU server rack designed to house Nvidia's forthcoming Rubin Ultra chips — had encountered manufacturing problems with a critical component called the PCB midplane, or "orthogonal backplane." The board connects vertical compute trays inside the rack and "remains challenging from a manufacturability standpoint," the firm wrote. CNBC subsequently reported the delay, noting Nvidia had not initially responded to a request for comment.news.futunn+3

Beyond the Kyber postponement, SemiAnalysis said Nvidia had canceled its NVL72x2 back-to-back rack architecture and scrapped a four-compute-die version of the Rubin Ultra chip, leaving only a smaller two-die variant with roughly half the performance of the original design.kucoin+1

Asian Suppliers Feel the Impact

Before Nvidia issued its denial, the report sent shockwaves through Asian technology supply chains. Printed circuit board and component makers in Japan, Taiwan, South Korea, and Hong Kong saw their shares drop sharply on Monday, according to The Decoder. Ibiden, a Japanese PCB manufacturer closely tied to Nvidia's hardware chain, was among the companies affected.the-decoder+1

Rubin On Track for This Year

While the Kyber timeline remains disputed, Nvidia's current-generation Vera Rubin platform appears unaffected. The company announced in late May that the platform was ramping into full production, with deliveries to major cloud customers including AWS Amazon.com, Inc. ↗ 1.61%, Microsoft ↘ 0.24% Azure, and Google Cloud Alphabet Inc. ↗ 0.84% scheduled for the second half of 2026. Nvidia had originally showcased the Kyber NVL144 at GTC in early 2026, positioning it alongside Rubin Ultra for a 2027 launch — a timeline the company insists has not changed.tradingkey+2