Nvidia Delays Kyber Rack System to 2028 by 12+ Months on PCB Manufacturing Challenges, SemiAnalysis Says

According to SemiAnalysis, Nvidia's Kyber rack-scale architecture has been delayed to 2028 from its original 2027 target, due to manufacturing difficulties with the PCB midplane—a key multi-layer circuit board at the system's core. The Kyber server cabinet is designed to house 144 of Nvidia's most powerful chips in a single unit with vertically mounted processors to boost density and reduce latency.

Nvidia's backup plan to link two current-generation racks for equivalent power was scrapped after cloud service providers rejected the design as operationally burdensome and costly, leaving the company without a proven scaling solution for Rubin Ultra chips, SemiAnalysis said.