Nvidia (NVDA, Financials) the semiconductor company best known for graphics processors and AI chips used in data centers, gaming and advanced computing, reportedly faces a delay of more than 12 months for its next-generation Kyber AI rack architecture. The delay could push the system's launch into 2028.
The Kyber NVL144 system is designed to connect 144 high-performance chips in a single rack, supporting advanced artificial intelligence training and inference workloads. The architecture was expected to arrive alongside Nvidia's Vera Rubin Ultra platform in 2027.
SemiAnalysis cited manufacturing challenges involving the PCB midplane, a specialized circuit board connecting electronic modules within the rack. The research firm also said Nvidia's larger NVL576 system could face delays or limited initial volumes.
The setback could raise investor questions about whether Nvidia's annual product release schedule is running into manufacturing limits as AI systems become more complex.
A proposed alternative combining two current-generation racks was reportedly canceled after cloud providers pushed back over operating complexity and costs.
Still, Nvidia's current Rubin systems remain in full production and are expected to begin shipping this fall to major cloud partners. SemiAnalysis projects Nvidia's data-center compute revenue could run 20% above Wall Street consensus in the second half of fiscal 2027.