Nvidia · Google · CNBC Technology
Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis confirms
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NVIDIA's next marquee product, the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips, has been delayed by more than 12 months to 2028, according to research firm SemiAnalysis, the latest in a string of reported setbacks raising questions about the AI giant's product roadmap.
Key facts
- Shares of Nvidia fluctuated in premarket trading, last down less than 0.1% at $194.79
- NVIDIA's next marquee product, the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips a larger system linking eight racks via optical connections, is also likely delayed
- Nvidia's current-generation Rubin systems are in full production and begin shipping this fall to eight cloud partners, including Amazon Web Services, Microsoft Azure and Google Cloud
- The reported delay adds to mounting strains across Nvidia's product lines, underscoring concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits
Summary
NVIDIA's next marquee product, the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips a larger system linking eight racks via optical connections, is also likely delayed or limited to small volumes, the research firm said. The reported delay adds to mounting strains across Nvidia's product lines, underscoring concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits. A backup plan, bolting two of Nvidia's current-generation racks together for similar power, has also been scrapped after cloud customers rejected the design as awkward and costly to operate. That leaves Nvidia with "no proven solution to expand the scale-up world size for Rubin Ultra," SemiAnalysis said, predicting that could give rivals Advanced Micro Devices and Google, whose in-house chips are already winning business from top AI labs, a rare technical opening at the high end of the market.