ME News, July 6 (UTC+8): Major Delay: Just three months after Jensen unveiled the Kyber NVL144 at GTC, the project has suffered a major setback and has been delayed by over 12 months, now pushed to 2028. Below, we explain why Kyber is facing such a significant delay, and why NVIDIA’s back-to-back rack architecture for the NVL72x2 was also canceled, limiting the expansion scope of Rubin Ultra. 👇️ 1/6🧵 🔗 Read the original: https://x.com/SemiAnalysis_/status/2073874671498387899 via AI HOT · https://aihot.virxact.com/items/cmr8ajv5h00e0sl0d7rzs38ei (Source: AiHot)
NVIDIA Kyber NVL144 delayed by over 12 months to 2028
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Summary
According to MetaEra, NVIDIA’s project announcement for the Kyber NVL144, revealed by Jensen Huang at GTC three months ago, has been delayed by over 12 months to 2028. The NVL72x2 back-to-back rack architecture has also been canceled, impacting the expansion of Rubin Ultra. Details regarding project funding remain unclear, but the shift indicates a major reassessment of NVIDIA’s roadmap.
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