Does the Kyber delay affect Nvidia's Rubin Ultra chips themselves?
No — the reported delay applies to the Kyber rack-scale enclosure, not the Rubin Ultra GPUs inside it. SemiAnalysis's report concerns the 78-layer midplane board's manufacturability, a separate supply chain from chip production. The firm also flagged Nvidia's larger NVL576 system as facing possible delays or limited initial volumes.
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Nvidia's Next-Gen AI Rack Slips a Year to 2028 — Nvidia Says That's WrongSemiAnalysis says Nvidia's Kyber AI rack slipped a year to 2028 over a 78-layer circuit board it can't yet build at scale. Nvidia denies it.
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