CNBC July 06, 2026 • 03:21

Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says - CNBC

By Anniek Bao

Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says - CNBC

The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits.

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, … [+2455 chars]

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