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23d ago
→NVIDIA Kyber NVL144 delayed over 12 months to 2028, NVL72x2 back-to-back rack design also scrapped
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.
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H1·K1·R1