Nvidia's Kyber AI rack, designed for Rubin Ultra chips, delayed to 2028 due to PCB manufacturing challenges

Nvidia's flagship rack-scale AI architecture, Kyber NVL144, which was intended to house its 2027 Rubin Ultra chips, has been delayed by over 12 months, now expected in 2028. The setback is attributed to manufacturing bottlenecks in its 78-layer orthogonal backplane, a critical multi-layer circuit board. This delay leaves Nvidia without a proven solution to scale its most powerful Rubin Ultra systems and could create opportunities for competitors like AMD and Google.