SemiAnalysis: NVIDIA Kyber NVL144 Delayed Over 12 Months, Launch Pushed to 2028

Odaily reported that SemiAnalysis posted on platform X, stating that just 3 months after Jensen demonstrated Kyber NVL144 at GTC, the product faces a major setback and has been delayed by more than 12 months, with its launch postponed to 2028. NVIDIA's NVL72x2 back-to-back rack architecture has also been canceled, limiting the expansion domain of Rubin Ultra.