Hardware · The Decoder ·
Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop
According to SemiAnalysis, Nvidia's Kyber NVL144 AI server rack has been delayed by more than a year to 2028 due to circuit board manufacturing issues. The report also says the Rubin Ultra variant was canceled, while the news sent shares of some Asian suppliers lower and may create room for rivals such as AMD and Googl