Why is Kyber reportedly delayed to 2028?
Research firm SemiAnalysis says the delay traces to Kyber's PCB 'midplane' — a 78-layer circuit board connecting the rack's compute modules — that Nvidia can't yet manufacture reliably at scale, citing signal-integrity, power-delivery, and thermal-design problems on one of the most complex PCBs ever built commercially.
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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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