Nvidia's Kyber NVL144 Delay: A Game-Changer for Competitors
1 min read
AI for Software Engineering (Copilots, SDLC, Testing)
-/5
In short
- Let’s be clear: Nvidia's Kyber NVL144 is delayed until 2028 due to circuit board manufacturing issues.
- This isn't just a hiccup; it's a significant setback that shakes the very foundation of AI server technology.
- Asian suppliers are feeling the heat, with market values dropping dramatically.
Let’s be clear: Nvidia's Kyber NVL144 is delayed until 2028 due to circuit board manufacturing issues. This isn't just a hiccup; it's a significant setback that shakes the very foundation of AI server technology. Asian suppliers are feeling the heat, with market values dropping dramatically. The cancellation of the Rubin Ultra variant adds insult to injury. What does this mean for you? It opens the door for AMD and Google to step in and seize the moment. If you ignore this, you lose time. The landscape is shifting, and those who act decisively will lead the charge. Are you ready to adapt and thrive in this evolving market?
Source:
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Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop — The Decoder (EN-US)