BREAKING
Nvidia Kyber NVL144 Slips to 2028
0
GPUs per rack
0
from NVL72
0
new launch year
Why the Rack Got Held Up
1
144 GPUs per rack
↓
2
PCB midplane too hard
↓
3
NVL72x2 backup canceled
↓
4
Launch pushed to 2028
0
wk
min lead time
0
wk
max lead time
0
kW
Blackwell power draw
Delay Now, Growth Later?
Concern
Bears
●
Annual cadence hits ceiling
●
Opening for AMD and Google
Confidence
Bulls
●
Rubin ships fall 2026
●
Data center revenue set to top consensus
Watch the AI Supply Chain
AI NEWS BLITZ
Nvidia's next-gen AI server rack has reportedly slipped by more than a year to 2028.