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Nvidia’s AI Rack Delay Could Shake Up the Market | Durham News
Nvidia’s AI chip dominance may be facing a major speed bump as its next-gen Kyber NVL144 rack system, designed to scale to 144 GPUs, is reportedly delayed by over a year—pushing release to 2028. The setback stems from complex hardware integration issues, particularly with its orthogonal backplane, which could require thousands of cables and introduce signal challenges. This delay comes amid a 12% stock dip and gives rivals like AMD and Google a crucial window to gain ground with more scalable AI systems. While Nvidia’s CUDA ecosystem and market relationships remain formidable, hyperscalers…
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