Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop

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Nvidia's next AI server rack, Kyber NVL144, has been delayed more than a year to 2028 because of circuit board manufacturing problems, according to analyst firm SemiAnalysis.

Asian suppliers lost up to double-digit percentages in market value.

The more powerful Rubin Ultra variant has also been canceled.

The setbacks could give AMD and Google an opening to compete.

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