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

Nvidia's 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. The delay marks a significant setback for the chip giant's product roadmap and raises questions about whether Nvidia's aggressive annual release cadence can keep pace with manufacturing constraints.

The Kyber system was positioned as Nvidia's next marquee rack-scale product, representing a key step in the company's AI infrastructure ambitions. SemiAnalysis cited manufacturing snags as the primary culprit behind the postponement, adding to mounting concerns that chip production bottlenecks are catching up with Nvidia's breakneck development timeline.

The delay affects hardware scheduled to integrate Rubin Ultra chips, which were themselves slated for 2027. With Kyber now pushed to 2028, the gap between product announcements and actual delivery widens—a potential vulnerability as competitors like AMD and custom chip efforts from hyperscalers intensify.