TechFlow reports, July 6, industry firm SemiAnalysis stated on Monday that due to obstacles in key circuit board manufacturing, NVIDIA (NVDA.O)'s next-generation flagship product, the Kyber rack-level architecture designed for the 2027 Rubin Ultra chip, has been delayed by more than 12 months to 2028. This is the latest instance in a recent series of product setback events, further deepening market doubts about NVIDIA's product roadmap.
SemiAnalysis's report shows that this delay stems from manufacturing difficulties with the system core, the PCB midplane. SemiAnalysis stated that NVIDIA currently "has no mature solution to scale Rubin Ultra," which could open a rare technical window for competitors such as AMD (AMD.O) and Google (GOOG.O) in the high-end market, whose self-developed chips have already been adopted in top AI labs. (Jin10)
