Nvidia's next-gen Kyber AI system reportedly slips to 2028
A circuit board issue is said to have pushed the Kyber NVL144 rack-scale system a year past its original 2027 target, per semiconductor analysts.
EBElena Brandt
Published 8 Jul 2026, 09:12Updated 21 Jul 2026, 09:181 min read
- ▸SemiAnalysis reported on July 5-6 that Nvidia's Kyber NVL144 rack-scale AI system has slipped from 2027 to 2028
- ▸A circuit board problem is cited as the root cause of the delay
- ▸Nvidia has not confirmed the delay publicly
- ▸Current Blackwell and Rubin systems remain in short supply and are unaffected
- ▸Chip stocks reacted to the report despite the affected product being two years out
A delay in a product line still years from shipping
Markets moved on a report about hardware not due until 2028, underscoring how closely investors are now tracking Nvidia's multi-year roadmap for any sign that its execution pace could slow relative to AMD's.
Source: SemiAnalysis
