Nvidia’s (NVDA) newest artificial intelligence (A.I.) product has reportedly been delayed by more than 12 months until 2028.
Research firm SemiAnalysis says that Nvidia’s “Kyber” rack-scale architecture that’s designed to house the company’s Rubin Ultra microchips is being delayed due to manufacturing issues.
Kyber is a server cabinet that can hold 144 of Nvidia’s most powerful A.I. microchips in a single unit so that they can work together as one computer, running the most advanced A.I. models.
The Kyber system had been scheduled to debut with Vera Rubin Ultra microchips next year and is being billed as Nvidia’s “next-generation rack-scale system.”
However, difficulties manufacturing a key circuit board at the heart of the system is delaying the Kyber rack by a year, reports SemiAnalysis.
Nvidia has not responded publicly to the reported delay. However, the report raises concerns that Nvidia’s annual release schedule is running up against manufacturing problems.
SemiAnalysis says the delay in rolling out Nvidia’s Kyber system could give rivals Advanced Micro Devices (AMD) and Google parent Alphabet (GOOGL) an opening to gain market share.
Nvidia’s current Rubin microchips and racks are in full production and begin shipping this autumn to cloud computing partners such as Amazon (AMZN) and Microsoft (MSFT).
NVDA stock is up 3% this year and trading at $194.83 U.S. per share.
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