NVIDIA refuted reports from SemiAnalysis suggesting its next-generation Kyber AI rack system, part of the Rubin Ultra platform, could face delays until 2028 due to manufacturing challenges in a key PCB midplane. The company stated its product roadmap remains unchanged, directly addressing concerns about potential bottlenecks for its future AI infrastructure offerings.
NVIDIA's denial of Kyber rack system delays reassures the market on its next-gen AI compute supply, despite ongoing PCB manufacturing challenges.