Nvidia is doing what Nvidia does best: telling everyone to calm down. After a SemiAnalysis report surfaced claiming the company’s next-generation Kyber NVL144 AI rack architecture has been delayed from 2027 to 2028, Nvidia executives pushed back, insisting the product roadmap remains firmly on schedule.
What the delay report actually says
The SemiAnalysis report, dated July 5, 2026, points to manufacturability challenges as the core issue. Specifically, the Kyber NVL144 rack relies on a 78-layer PCB midplane, which is an extraordinarily complex piece of hardware even by bleeding-edge standards.
The same report noted the cancellation of the NVL72x2 back-to-back architecture.
SemiAnalysis has previously flagged setbacks in several related technologies critical to Nvidia’s roadmap, including 800V DC power delivery and co-packaged optics.
