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NVIDIA Kyber NVL144 rack architecture delayed to 2028 due to PCB midplane manufacturability challenges
SemiAnalysis reports that NVIDIA’s Kyber NVL144 rack architecture will be delayed by more than 12 months due to challenges with the PCB midplane, pushing it to 2028. The architecture was previously showcased by Jensen Huang at GTC.
The alternative NVL72x2 back-to-back rack architecture has also been canceled, as cloud service providers objected to its design and operational burden.
NVL576 connects eight Oberon racks via CPO between NVSwitches, but because CPO issues are still ongoing, this solution may also be delayed or only achieve limited shipments. This will affect its horizontal scaling capability for Rubin Ultra.