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

Summary

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. 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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