NVIDIA Kyber NVL144 delayed over 12 months to 2028, NVL72x2 back-to-back rack design also scrapped

NVIDIA Kyber NVL144 延迟超 12 个月至 2028

SemiAnalysis reports: just three months after Jensen showed Kyber NVL144 at GTC, the project has slipped more than 12 months, now targeting 2028. The NVL72x2 back-to-back rack architecture has also been cancelled, limiting Rubin Ultra's scale-out domain. The post is the first in a thread; detailed reasons aren't spelled out yet.

Why it matters: SemiAnalysis exclusive: NVIDIA's next-gen Kyber NVL144 delayed to 2028, NVL72x2 cancelled. Hits all three HKR axes — strong suspense, new concrete roadmap info, directly relevant to infra planners. Score held at 78 because it's a single-thread tweet without root cause or suppl...