NVIDIA’s delay in this move directly gives competitors a window to develop, and the CPO technology bottleneck is really painful.

CoinWorldNews: Nvidia has delayed Kyber NVL144 to 2028 due to manufacturing challenges and canceled the NVL72X2 architecture. At the same time, because its CPO technology is not yet mature, Nvidia has delayed the NVL576 and reduced Rubin Ultra from a four-compute-chip version to a dual-compute-chip version, giving competing players a window of opportunity to scale their capabilities.