Nvidia's Kyber rack for its 2027 Rubin Ultra chips has slipped to 2028 over a hard-to-build circuit board, SemiAnalysis says, giving rivals an opening.

The reported delay adds to concerns that Nvidia's breakneck annual release cadence is colliding with manufacturing limits.

Nvidia's Kyber NVL144 AI rack system is delayed to 2028 due to PCB manufacturing issues, with the NVL72x2 design canceled and Rubin Ultra on hold.