- The Kyber NVL144, designed to house 144 Rubin Ultra chips in a single server cabinet, is facing production hurdles related to its specialized multi-layer printed circuit board (PCB) midplane.
- The delay extends to the larger NVL576 system, while an alternative design involving current-generation racks was reportedly scrapped following negative feedback from cloud service providers.
- Industry analysts suggest the setback could allow rivals like Advanced Micro Devices and Google to capture high-end market share from AI laboratories.
Quotes
“Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint”
“It has since been cancelled due to heavy pushback from CSPs [cloud service providers] and hyperscalers over its odd design and heavy operational burden”