NVIDIA’s next big product, the Kyber rack-scale architecture designed to include the 2027 Rubin Ultra chip, will be delayed by more than 12 months until 2028, according to research firm Semianalysis. This is the latest in a series of setbacks that cast doubt on the AI ​​giant’s product roadmap.

Kyber is a server cabinet that packs 144 of Nvidia’s most powerful chips into a single unit that work together as one giant computer to provide AI companies with the horsepower they need to train and run cutting-edge models.

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