Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop
Nvidia's next AI server rack, Kyber NVL144, has been delayed more than a year to 2028 because of circuit board manufacturing problems, according to analyst firm SemiAnalysis. Asian suppliers lost up to double-digit percentages in market value. The more powerful Rubin Ultra variant has also been canceled. The setbacks could give AMD and Google an opening to compete.<br /> The article Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop appeared first on The Decoder. [...]
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